SBI Balanced Advantage Fund vs Axis Balanced Advantage Fund compare
SBI Balanced Advantage Fund - Regular Plan - Growth
Invest NowAxis Balanced Advantage Fund - Regular Plan - Growth
Invest NowChart 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 | 16.29% | 7.55% |
3 Year | 13.57% | 9.68% |
5 Year | - | 8.02% |
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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Get Free Experts GuidanceScheme 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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