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SBI Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
SBI Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | ICICI Prudential Balanced Advantage Fund - Growth | SBI Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹60347 Cr | ₹33309 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Dec 2006 | 31 Aug 2021 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 16% | 39.82% |
| Expense Ratio | 1.48 | 1.57 |
| Manager | Sharmila D'mello | Pradeep Kesavan |
| ISIN Code | INF109K01BH2 | INF200KA1Y40 |
| Exits Load | ICICI Prudential 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 | ICICI Prudential Balanced Advantage Fund - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Month | 3.11% | 2.19% |
| 6 Month | 1.74% | 1.13% |
| 1 Year | 10.48% | 8.16% |
| 3 Year | 12.7% | 13.15% |
| 5 Year | 17.16% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 2.7% | 1.67% |
| 1 Year | 5.92% | 3.35% |
| 3 Year | 12.88% | 13.15% |
| 5 Year | 13.07% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 11.05% | 16.39% |
| 3 Year | 11.77% | 13.05% |
| 5 Year | 12.39% | - |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 4.42% | 6.125% |
| Sharp | 0.74% | 0.986% |
| Beta | 0.69% | - |
| Alpha | 2.58% | - |
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Fund Managers
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Name | Sharmila D'mello | Pradeep Kesavan |
| Total AUM | ₹354743 Cr | ₹434274 Cr |
| Funds Managed | 35 | 43 |
| ICICI Prudential Balanced Advantage Fund - Growth | SBI Balanced Advantage Fund Regular Growth |
Market Cap
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 50.87 | 33.72 |
| Large Cap | 59.33 | 54.7 |
| Mid Cap | 5.71 | 8.37 |
| Small Cap | 0.93 | 3.22 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 50.61 | 32.99 |
| Communication Services | 2.6 | 3.6 |
| Energy | 3.73 | 9.02 |
| Industrials | 5.43 | 6.47 |
| Technology | 6.35 | 6.96 |
| Consumer Cyclical | 13.79 | 5.56 |
| Basic Materials | 4.97 | 3.21 |
| Financial Services | 19.55 | 16.32 |
| Consumer Defensive | 4.85 | 2.74 |
| Healthcare | 3.1 | 4.19 |
| Real Estate | 0.09 | 1.32 |
| Utilities | 1.76 | 7.63 |
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