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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Get Free Experts GuidanceScheme 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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