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SBI Balanced Advantage Fund vs Axis Balanced Advantage Fund compare
SBI Balanced Advantage Fund Regular Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹33309 Cr | ₹2652 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Aug 2021 | 01 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 | 1.57 | 2 |
| Manager | Pradeep Kesavan | Hardik Shah |
| ISIN Code | INF200KA1Y40 | INF846K01A52 |
| Exits Load | 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 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.19% | 2.39% |
| 6 Month | 1.13% | 1.53% |
| 1 Year | 8.16% | 13.98% |
| 3 Year | 13.15% | 14.02% |
| 5 Year | - | 14.35% |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.67% | 1.72% |
| 1 Year | 3.35% | 5.13% |
| 3 Year | 13.15% | 15.19% |
| 5 Year | - | 13.32% |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.39% | 8.22% |
| 3 Year | 13.05% | 9.95% |
| 5 Year | - | 8.8% |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.125% | 8.096% |
| Sharp | 0.986% | 0.607% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Hardik Shah |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 12 |
| SBI Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.72 | 34.05 |
| Large Cap | 54.7 | 56.4 |
| Mid Cap | 8.37 | 5.5 |
| Small Cap | 3.22 | 4.04 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.99 | 32.81 |
| Energy | 9.02 | 7.7 |
| Technology | 6.96 | 6.58 |
| Basic Materials | 3.21 | 3.97 |
| Consumer Defensive | 2.74 | 2.51 |
| Industrials | 6.47 | 5.28 |
| Financial Services | 16.32 | 21.88 |
| Healthcare | 4.19 | 5.99 |
| Consumer Cyclical | 5.56 | 7.77 |
| Communication Services | 3.6 | 3.08 |
| Utilities | 7.63 | 1.99 |
| Real Estate | 1.32 | 0.43 |
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