SBI Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

HDFC Balanced Advantage Fund - Growth Plan

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SBI Balanced Advantage Fund - Regular Plan - Growth

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Overview

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	SBI Balanced Advantage Fund - Regular Plan - Growth
Fund	HDFC Balanced Advantage Fund - Growth Plan	SBI Balanced Advantage Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Moderately High
Asset Size (Cr)	₹94866 Cr	₹32661 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	1.58
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 Plan - Growth
1 Month	1.09%	0.13%
6 Month	1.89%	1.58%
1 Year	17.75%	14.68%
3 Year	22.12%	13.03%
5 Year	19.89%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	SBI Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	10.12%	7.95%
3 Year	22.88%	14.92%
5 Year	23.82%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	SBI Balanced Advantage Fund - Regular Plan - Growth
1 Year	18.18%	16.59%
3 Year	15.79%	13.32%
5 Year	14.82%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	SBI Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	9.4%	6.13%
Sharp	1.72%	-
Beta	0.99%	-
Alpha	11.94%	-

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Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	SBI Balanced Advantage Fund - Regular Plan - Growth
Name	Anil Bamboli	Pradeep Kesavan
Total AUM	₹135442 Cr	₹434274 Cr
Fund Manage	12	43
	HDFC Balanced Advantage Fund - Growth Plan	SBI Balanced Advantage Fund - Regular Plan - Growth

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	SBI Balanced Advantage Fund - Regular Plan - Growth
Others	46.37	29.95
Large Cap	54.24	53.08
Small Cap	7.04	2.55
Mid Cap	6.84	7.92

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	SBI Balanced Advantage Fund - Regular Plan - Growth
Others	46.37	44.05
Telecom - Services	2.55	-
Petroleum Products	4.95	-
Electrical Equipment	0.68	-
IT - Software	4.29	-
Pharmaceuticals & Biotechnology	4.04	-
Industrial Manufacturing	1.49	-
Cement & Cement Products	0.19	-
Transport Services	0.53	-
Construction	4.24	0.74
Finance	4.25	-
Ferrous Metals	0.49	-
Consumer Durables	0.31	-
Banks	18.34	-
Diversified FMCG	2.77	-
Non - Ferrous Metals	0.12	-
Realty	1.36	-
Agricultural, Commercial & Construction Vehicles	0.65	-
Leisure Services	0.06	-
Automobiles	3.27	-
Aerospace & Defense	1.44	-
Power	4.23	-
Insurance	0.84	2.02
Personal Products	0.01	-
Gas	0.78	-
Agricultural Food & other Products	0.04	-
Diversified Metals	0.02	-
Oil	0.26	-
Food Products	0.08	-
Entertainment	0.11	-
Industrial Products	0.34	-
Auto Components	0.88	-
Chemicals & Petrochemicals	0.37	-
Capital Markets	0.1	-
Metals & Minerals Trading	0.1	-
Healthcare Services	0.23	-
Transport Infrastructure	0.87	-
Consumable Fuels	2.66	-
Financial Technology (Fintech)	0.05	-
Minerals & Mining	0.01	-
Fertilizers & Agrochemicals	0.09	-
Retailing	0.03	-
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
Sovereign	-	10.59
Consumer Discretionary	-	0.04