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 | -2.98% | -1.83% |
| 6 Month | 6.27% | 4.11% |
| 1 Year | 18.99% | 19.28% |
| 3 Year | 10.52% | 12.53% |
| 5 Year | 12.46% | - |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.17% | 13.2% |
| 3 Year | 14.84% | 16.23% |
| 5 Year | 14.06% | - |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.31% | 16.59% |
| 3 Year | 11.5% | 13.32% |
| 5 Year | 11.04% | - |
| 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 | 0.6% | - |
| Beta | 0.92% | - |
| Alpha | 2.01% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
| Capital Goods | 1.95 | 1.13 |
| Financial | 19.29 | 8.34 |
| Consumer Staples | 5.1 | 1.45 |
| Automobile | 4.27 | 1.94 |
| Materials | 2.42 | 0.27 |
| Healthcare | 2.88 | 2.28 |
| Energy | 6.43 | 11.56 |
| Consumer Discretionary | 1.45 | 0.04 |
| Metals & Mining | 1.68 | 3.2 |
| Technology | 4.01 | 2.35 |
| Communication | 4.11 | 3.13 |
| Services | 0.28 | 0.41 |
| Construction | 2.06 | 0.74 |
| Sovereign | 6.39 | 10.59 |
| Chemicals | 0.25 | - |
| Diversified | 0.45 | - |
| Insurance | - | 2.02 |
Top Comparisons
ITI Multi Cap Fund Regular - Growth
3Y Returns15.96%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns0%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns23.14%
Tata ELSS Tax Saver Fund-Growth-Regular Plan
3Y Returns14.5%
ICICI Prudential Multicap Fund - Growth
3Y Returns18.27%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns0%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns5.8%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns5.82%