SBI Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
SBI Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹7267 Cr | ₹31166 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Apr 2000 | 05 Aug 2021 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 240% | 39.82% |
| Expense Ratio | 1.79 | 1.59 |
| Manager | Lovelish Solanki | Pradeep Kesavan |
| ISIN Code | INF084M01AB8 | INF200KA1Y40 |
| Exits Load | Exit load of 0.25%, if redeemed within 7 days./365 | For units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.2% | 1.17% |
| 6 Month | 12.66% | 9.55% |
| 1 Year | 23.07% | 24.14% |
| 3 Year | 11.99% | - |
| 5 Year | 14.55% | - |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.37% | 10.9% |
| 3 Year | 23.8% | 27.13% |
| 5 Year | 42.23% | 27.13% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.79% | 13.41% |
| 3 Year | 32.93% | 28.77% |
| 5 Year | 45.24% | 28.77% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.2% | 6.13% |
| Sharp | 0.86% | - |
| Beta | 0.83% | - |
| Alpha | 1.84% | - |
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| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Lovelish Solanki | Pradeep Kesavan |
| Total AUM | ₹14756 Cr | ₹434274 Cr |
| Fund Manage | 2 | 43 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.54 | 29.95 |
| Large Cap | 47.16 | 53.08 |
| Mid Cap | 7.19 | 7.92 |
| Small Cap | 3.17 | 2.55 |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 18.04 | 44.05 |
| Financial | 19.29 | 8.34 |
| Energy | 6.43 | 11.56 |
| Sovereign | 6.39 | 10.59 |
| Technology | 4.01 | 2.35 |
| Construction | 2.06 | 0.74 |
| Consumer Staples | 5.1 | 1.45 |
| Automobile | 4.27 | 1.94 |
| Communication | 4.11 | 3.13 |
| Healthcare | 2.88 | 2.28 |
| Metals & Mining | 1.68 | 3.2 |
| Materials | 2.42 | 0.27 |
| Consumer Discretionary | 1.45 | 0.04 |
| Capital Goods | 1.95 | 1.13 |
| Diversified | 0.45 | - |
| Services | 0.28 | 0.41 |
| Chemicals | 0.25 | - |
| Insurance | - | 2.02 |
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