SBI Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
SBI Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | SBI Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Fund | ICICI Prudential Balanced Advantage Fund - Growth | SBI Balanced Advantage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | High |
Asset Size (Cr) | ₹58543 Cr | ₹31166 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Dec 2006 | 05 Aug 2021 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 16% | 39.82% |
Expense Ratio | 1.47 | 1.59 |
Manager | Sharmila D'mello | Pradeep Kesavan |
ISIN Code | INF109K01BH2 | INF200KA1Y40 |
Exits Load | Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365 | For units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | SBI Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.5% | 1.17% |
6 Month | 9.91% | 9.55% |
1 Year | 22.49% | 24.14% |
3 Year | 13.65% | - |
5 Year | 14.87% | - |
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | SBI Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 9.74% | 10.9% |
3 Year | 24.56% | 27.13% |
5 Year | 44.49% | 27.13% |
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | SBI Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 14.04% | 13.41% |
3 Year | 34.6% | 28.77% |
5 Year | 46.27% | 28.77% |
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | SBI Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.42% | 6.13% |
Sharp | 1.46% | - |
Beta | 0.59% | - |
Alpha | 4.31% | - |
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Get Free Experts GuidanceScheme Name | ICICI Prudential Balanced Advantage Fund - Growth | SBI Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Name | Sharmila D'mello | Pradeep Kesavan |
Total AUM | ₹354743 Cr | ₹434274 Cr |
Fund Manage | 35 | 43 |
ICICI Prudential Balanced Advantage Fund - Growth | SBI Balanced Advantage Fund - Regular Plan - Growth |
Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
SBI Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 20.3 | 29.95 |
Large Cap | 53.94 | 53.08 |
Mid Cap | 4.87 | 7.92 |
Small Cap | 0.42 | 2.55 |
Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
SBI Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 17.86 | 44.05 |
Financial | 12.79 | 8.34 |
Automobile | 10.24 | 1.94 |
Sovereign | 12.61 | 10.59 |
Technology | 4.16 | 2.35 |
Consumer Staples | 3.44 | 1.45 |
Construction | 2.71 | 0.74 |
Energy | 4.88 | 11.56 |
Communication | 2.98 | 3.13 |
Healthcare | 2.52 | 2.28 |
Materials | 1.78 | 0.27 |
Metals & Mining | 0.4 | 3.2 |
Chemicals | 1.24 | - |
Consumer Discretionary | 0.71 | 0.04 |
Capital Goods | 0.8 | 1.13 |
Services | 0.29 | 0.41 |
Insurance | 0.12 | 2.02 |
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