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 | 3.18% | 3.31% |
6 Month | -2.68% | -4.36% |
1 Year | 6.37% | 9.8% |
3 Year | 12.12% | 12.15% |
5 Year | - | 14.58% |
SIP Return Analysis
Scheme Name | SBI Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.17% | -0.37% |
1 Year | 1.53% | 2.96% |
3 Year | 12.95% | 14.76% |
5 Year | - | 13.17% |
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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Bandhan Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
Sundaram Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns1.75%
HDFC Corporate Bond Fund - Growth Option
3Y Returns6.83%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns6.16%
ICICI Prudential Liquid Fund - Growth
3Y Returns6.69%
Mirae Asset Liquid Fund - Growth
3Y Returns6.71%