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 | Moderately High | Very High |
Asset Size (Cr) | ₹32661 Cr | ₹2547 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 | 1.58 | 2.01 |
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 | 0.11% | 1.05% |
6 Month | 1.61% | 5.25% |
1 Year | 15.88% | 19.56% |
3 Year | 13.36% | 12.69% |
5 Year | - | 12.16% |
Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.95% | 14.35% |
3 Year | 14.92% | 17.2% |
5 Year | - | 14.68% |
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% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
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 | 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 |
Top Comparisons
Kotak Equity Hybrid - Growth
3Y Returns16.7%
PGIM India Hybrid Equity Fund - Growth Option
3Y Returns10.1%
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
3Y Returns18.58%
HSBC Managed Solutions - Moderate - Growth
3Y Returns12.85%
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
3Y Returns5.66%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.23%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns5.71%
LIC MF Banking & PSU Fund-Regular Plan-Growth
3Y Returns5.71%