SBI Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

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tortoise-icon SBI Balanced Advantage Fund - Regular Plan - Growth

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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

Trailing Lumpsum Returns

Scheme Name SBI Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month -1.83% -2.29%
6 Month 4.11% 8.69%
1 Year 19.28% 25.2%
3 Year 12.53% 11.23%
5 Year - 12.17%

SIP Return Analysis

Scheme Name SBI Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year 13.2% 20.18%
3 Year 16.23% 18.08%
5 Year - 15.14%

Rolling Lumpsum Returns

Scheme Name SBI Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 16.59% 7.63%
3 Year 13.32% 9.65%
5 Year - 8.02%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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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