Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
otherDirect
SBI Capital Protection Oriented Fund - Series A (Plan 8) - Direct Plan - Growth
3Y ago₹1.23 L
5Y ago—
otherDirect
UTI - Dual Advantage Fixed Term Series IV-IV (1997 Days) - Direct Plan - Growth Option
3Y ago₹1.37 L
5Y ago₹1.56 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | SBI Capital Protection Oriented… | UTI - Dual Advantage Fixed Term… |
|---|---|---|
| Fund house | SBI Mutual Fund | UTI Mutual Fund |
| Category | IDF | IDF |
| Plan | Direct | Direct |
| Latest NAV | ₹13.1016 | ₹16.0915 |
| Assets managed (AUM) | — | — |
| 1M return | 0.61% | 1.20% |
| 6M return | 3.98% | 3.21% |
| 1Y return | 6.58% | 5.33% |
| 3Y CAGR | 7.21% | 11.11% |
| 5Y CAGR | — | 9.34% |
| Since inception CAGR | 8.41% | 9.10% |
| Bumpiness · 3Y (annualised σ) | 2.03 | 3.94 |
| Worst drop ever | -1.82% | -3.85% |
| Sharpe · 3Y (rf=6%) | -0.20 | 1.21 |