UTI Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7141 Cr | ₹5079 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 Dec 2005 | 17 Dec 2008 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) |
Turn Over | 252% | 270% |
Expense Ratio | 1.44 | 1.77 |
Manager | Pradeep Kesavan | Sunil Madhukar Patil |
ISIN Code | INF200K01800 | INF789F01AP6 |
Exits Load | SBI Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.52% | 3.77% |
6 Month | -3.05% | -6.38% |
1 Year | 10.47% | 6.75% |
3 Year | 13.76% | 16.26% |
5 Year | 16.15% | 19.63% |
SIP Return Analysis
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.31% | -1.73% |
1 Year | 1.18% | -1.26% |
3 Year | 14.42% | 18.22% |
5 Year | 13.82% | 16.39% |
Rolling Lumpsum Returns
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.69% | 9.35% |
3 Year | 8.58% | 8.78% |
5 Year | 9.29% | 8.16% |
Risk Management
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 7.531% | 8.04% |
Sharp | 0.827% | 0.96% |
Beta | - | 0.94% |
Alpha | - | 6.1% |
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Fund Managers
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Sunil Madhukar Patil |
Total AUM | ₹434274 Cr | ₹6910 Cr |
Funds Managed | 43 | 4 |
SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 66.25 | 34.85 |
Large Cap | 18.14 | 51.91 |
Small Cap | 12.18 | 0.1 |
Mid Cap | 3.43 | 13.13 |
Sector Allocation
Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 66.25 | 34.85 |
Energy | 2.19 | 4.11 |
Technology | 6.28 | 11.08 |
Consumer Defensive | 2.57 | 8.36 |
Financial Services | 9.69 | 8.79 |
Industrials | 2.53 | 5.21 |
Consumer Cyclical | 4.98 | 12.26 |
Healthcare | 0.9 | 5.52 |
Basic Materials | 1.91 | 4.4 |
Utilities | 1.5 | 0.56 |
Communication Services | 0.49 | 4.03 |
Real Estate | 0.71 | 0.8 |
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