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SBI Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
SBI Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | HDFC Balanced Advantage Fund - Growth Plan | SBI Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹94251 Cr | ₹33309 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2000 | 31 Aug 2021 |
| 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 | 21.38% | 39.82% |
| Expense Ratio | 1.35 | 1.57 |
| Manager | Anil Bamboli | Pradeep Kesavan |
| ISIN Code | INF179K01830 | INF200KA1Y40 |
| Exits Load | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Month | 4.92% | 3.74% |
| 6 Month | -4.75% | -2.29% |
| 1 Year | 8.6% | 7.35% |
| 3 Year | 19.75% | 12.48% |
| 5 Year | 26.67% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | -1.26% | 0.17% |
| 1 Year | -2.02% | 1.53% |
| 3 Year | 17.92% | 12.95% |
| 5 Year | 20.87% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 18.17% | 16.39% |
| 3 Year | 15.89% | 13.05% |
| 5 Year | 14.91% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 9.701% | 6.125% |
| Sharp | 1.207% | 0.986% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Name | Anil Bamboli | Pradeep Kesavan |
| Total AUM | ₹135442 Cr | ₹434274 Cr |
| Funds Managed | 12 | 43 |
| HDFC Balanced Advantage Fund - Growth Plan | SBI Balanced Advantage Fund Regular Growth |
Market Cap
| Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 45.54 | 33.72 |
| Large Cap | 52.58 | 54.7 |
| Small Cap | 6.1 | 3.22 |
| Mid Cap | 6.45 | 8.37 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 43.92 | 32.99 |
| Communication Services | 2.71 | 3.6 |
| Energy | 7.4 | 9.02 |
| Technology | 5.37 | 6.96 |
| Industrials | 8.87 | 6.47 |
| Basic Materials | 2 | 3.21 |
| Financial Services | 22.36 | 16.32 |
| Consumer Cyclical | 5.5 | 5.56 |
| Consumer Defensive | 2.65 | 2.74 |
| Real Estate | 1.44 | 1.32 |
| Healthcare | 4.17 | 4.19 |
| Utilities | 4.3 | 7.63 |
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