- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
Overview
| 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 | High | Moderately High |
| Asset Size (Cr) | ₹7239 Cr | ₹33309 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 May 2000 | 31 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 | 1.8 | 1.57 |
| Manager | Lovelish Solanki | Pradeep Kesavan |
| ISIN Code | INF084M01AB8 | INF200KA1Y40 |
| Exits Load | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | SBI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.08% | -0.77% |
| 6 Month | -6.13% | -3.87% |
| 1 Year | 6.95% | 5.28% |
| 3 Year | 10.88% | 12.35% |
| 5 Year | 14.3% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.75% | -2.59% |
| 1 Year | -4.14% | -2.7% |
| 3 Year | 9.84% | 11.44% |
| 5 Year | 10.83% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.38% | 16.39% |
| 3 Year | 11.47% | 13.05% |
| 5 Year | 11.16% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.2% | 6.125% |
| Sharp | 0.49% | 0.986% |
| Beta | 0.94% | - |
| Alpha | 1.14% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
| Funds Managed | 2 | 43 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 35.45 | 33.72 |
| Large Cap | 46.21 | 54.7 |
| Mid Cap | 14.07 | 8.37 |
| Small Cap | 4.27 | 3.22 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 30.05 | 32.99 |
| Communication Services | 1.9 | 3.6 |
| Energy | 6.22 | 9.02 |
| Industrials | 9.12 | 6.47 |
| Technology | 6.36 | 6.96 |
| Basic Materials | 6.73 | 3.21 |
| Consumer Defensive | 4.34 | 2.74 |
| Financial Services | 19.46 | 16.32 |
| Consumer Cyclical | 6.79 | 5.56 |
| Healthcare | 4.44 | 4.19 |
| Real Estate | 2.03 | 1.32 |
| Utilities | 2.55 | 7.63 |
Top Comparisons
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns6.16%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns6.42%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns6.69%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.26%
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
3Y Returns0%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns12.28%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns10.09%
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns19.27%
