SBI Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

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SBI Balanced Advantage Fund - Regular Plan - Growth

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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	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

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	-1.69%	-2.03%
6 Month	-4.63%	-4.88%
1 Year	4.98%	8.54%
3 Year	12%	11.41%
5 Year	-	11.34%

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	0.52%	4.36%
3 Year	12.46%	14.75%
5 Year	-	13.29%

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	16.39%	8.22%
3 Year	13.05%	9.95%
5 Year	-	8.8%

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	6.125%	7.81%
Sharp	0.986%	0.721%
Beta	-	-
Alpha	-	-

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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	18.35
Large Cap	53.08	53.62
Mid Cap	7.92	8.15
Small Cap	2.55	6.52

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	44.05	18.35
Healthcare	2.28	-
Financial	8.34	-
Capital Goods	1.13	-
Energy	11.56	-
Services	0.41	-
Materials	0.27	-
Metals & Mining	3.2	-
Consumer Staples	1.45	-
Communication	3.13	-
Technology	2.35	-
Automobile	1.94	-
Construction	0.74	2.97
Sovereign	10.59	-
Insurance	2.02	2.9
Consumer Discretionary	0.04	-
Petroleum Products	-	4.54
IT - Software	-	6.38
Cement & Cement Products	-	1.08
Personal Products	-	0.77
Capital Markets	-	0.02
Healthcare Services	-	1.63
Banks	-	14.48
Diversified FMCG	-	0.66
Non - Ferrous Metals	-	0.77
Pharmaceuticals & Biotechnology	-	4.91
Aerospace & Defense	-	0.99
Auto Components	-	0.45
Electrical Equipment	-	0.79
Automobiles	-	5.31
Ferrous Metals	-	0.19
Finance	-	4.42
Gas	-	0.14
IT - Services	-	0.08
Agricultural Food & other Products	-	0.64
Diversified Metals	-	0.46
Oil	-	0.54
Food Products	-	0.04
Power	-	2.35
Consumer Durables	-	0.22
Industrial Products	-	0.71
Chemicals & Petrochemicals	-	1.32
Household Products	-	0.73
Telecom - Services	-	2.46
Consumable Fuels	-	0.87
Fertilizers & Agrochemicals	-	0.8
Industrial Manufacturing	-	1.45
Transport Services	-	0.03
Retailing	-	0.65
Leisure Services	-	0.56
Realty	-	0.45
Beverages	-	0.53