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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | UTI Retirement Fund - Direct Plan | SBI Children's Fund - Savings Plan - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | UTI MF | SBI MF |
| Category | Solution Oriented - Retirement Fund - Debt | Solution Oriented - Children's Fund |
| NAV | ₹53.47 (30 Oct 2026) | ₹128.64 (30 Oct 2026) |
| Rating | ★★★★ | ★★★★★ |
| Benchmark | CRISIL Short Term Debt Hybrid 60+40 Index | NIFTY 50 Hybrid Composite Debt 15:85 Index |
| Fund Manager | V. Srivatsa | R. Srinivasan |
| Inception | 01 Jan 2013 | 04 Jan 2013 |
| Returns | ||
| 1Y | -1.99% | 7.16% |
| 3Y | 8.47% | 10.70% |
| 5Y | 8.15% | 10.05% |
| Since Inception | 9.62% | 11.81% |
| Risk | ||
| 6.19 | 4.78 | |
| 1.06 | 0.27 | |
| 0.29 | 0.97 | |
| 0.25 | 5.25 | |
| 0.58 | 2.22 | |
| -5.24% | -3.00% | |
| Costs | ||
| Expense Ratio | 1.16% | 0.91% |
| Exit Load | 1% upto 1Y, Nil on or after 1Y | 3% on or before 1Y, 2% after 1Y but on or before 2Y, 1% after 2Y but on or before 3Y, Nil after 3Y |
| Min SIP | ₹500 | ₹500 |
| Min Lumpsum | ₹500 | ₹5,000 |
| Lock-in | 5 years | 5 years |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
UTI MF100%
SBI MF100%
0.0%Only 0.0% of holdings by weight are common between UTI MF and SBI MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
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