SBI Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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HDFC Balanced Advantage Fund - Growth Plan

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SBI Balanced Advantage Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	SBI Balanced Advantage Fund Regular Growth
1 Month	2.74%	2.06%
6 Month	-1.23%	0.41%
1 Year	10.13%	8.12%
3 Year	19.04%	12.91%
5 Year	26.03%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	SBI Balanced Advantage Fund Regular Growth
6 Month	1.43%	1.67%
1 Year	0.97%	3.35%
3 Year	18.2%	13.15%
5 Year	20.78%	-

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%	-

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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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

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

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