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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| Scheme 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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