SBI Balanced Advantage Fund vs Axis Balanced Advantage Fund compare
SBI Balanced Advantage Fund - Regular Plan - Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹31166 Cr | ₹2323 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Aug 2021 | 07 Aug 2017 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 39.82% | 24% |
| Expense Ratio | 1.59 | 2.03 |
| Manager | Pradeep Kesavan | Hardik Shah |
| ISIN Code | INF200KA1Y40 | INF846K01A52 |
| Exits Load | For units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.17% | 1.45% |
| 6 Month | 9.55% | 14.11% |
| 1 Year | 24.14% | 30.3% |
| 3 Year | - | 13.03% |
| 5 Year | - | 13.14% |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.9% | 12.57% |
| 3 Year | 27.13% | 26.75% |
| 5 Year | 27.13% | 41.86% |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.41% | 12.56% |
| 3 Year | 28.77% | 32.12% |
| 5 Year | 28.77% | 45.81% |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.13% | 7.39% |
| Sharp | - | 0.89% |
| Beta | - | 0.98% |
| Alpha | - | 2.31% |
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| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Hardik Shah |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Fund Manage | 43 | 12 |
| SBI Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Scheme Name |
SBI Balanced Advantage Fund - Regular Plan - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.95 | 35.88 |
| Large Cap | 53.08 | 51.36 |
| Mid Cap | 7.92 | 7.43 |
| Small Cap | 2.55 | 5.34 |
| Scheme Name |
SBI Balanced Advantage Fund - Regular Plan - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 44.05 | 9.94 |
| Healthcare | 2.28 | 5.51 |
| Financial | 8.34 | 28.95 |
| Capital Goods | 1.13 | 4.12 |
| Energy | 11.56 | 7.6 |
| Services | 0.41 | 1.28 |
| Materials | 0.27 | 1.96 |
| Metals & Mining | 3.2 | 1.01 |
| Consumer Staples | 1.45 | 3.53 |
| Communication | 3.13 | 4.05 |
| Technology | 2.35 | 4.95 |
| Automobile | 1.94 | 6.85 |
| Construction | 0.74 | 3.68 |
| Sovereign | 10.59 | 11.61 |
| Insurance | 2.02 | 2.43 |
| Consumer Discretionary | 0.04 | - |
| Chemicals | - | 2.54 |
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