SBI Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
SBI Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹369 Cr | ₹31166 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Dec 2019 | 05 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 | % | 39.82% |
| Expense Ratio | 2.36 | 1.59 |
| Manager | Vikrant Mehta | Pradeep Kesavan |
| ISIN Code | INF00XX01655 | INF200KA1Y40 |
| Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365 | For units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.64% | 1.17% |
| 6 Month | 7.83% | 9.55% |
| 1 Year | 25.95% | 24.14% |
| 3 Year | 12.18% | - |
| 5 Year | - | - |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.19% | 10.9% |
| 3 Year | 19.99% | 27.13% |
| 5 Year | 29.14% | 27.13% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.04% | 13.41% |
| 3 Year | 26.26% | 28.77% |
| 5 Year | 33.52% | 28.77% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.14% | 6.13% |
| Sharp | 0.66% | - |
| Beta | 0.76% | - |
| Alpha | 1.36% | - |
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| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Vikrant Mehta | Pradeep Kesavan |
| Total AUM | ₹698 Cr | ₹434274 Cr |
| Fund Manage | 8 | 43 |
| ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund - Regular Plan - Growth |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 37.92 | 29.95 |
| Large Cap | 53.68 | 53.08 |
| Mid Cap | 3.99 | 7.92 |
| Small Cap | 4.42 | 2.55 |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
SBI Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 17.11 | 44.05 |
| Financial | 32.89 | 8.34 |
| Communication | 6.98 | 3.13 |
| Capital Goods | 1.93 | 1.13 |
| Services | 8.43 | 0.41 |
| Consumer Staples | 0.53 | 1.45 |
| Construction | 1.48 | 0.74 |
| Automobile | 0 | 1.94 |
| Energy | 8.06 | 11.56 |
| Consumer Discretionary | 3.02 | 0.04 |
| Metals & Mining | 1.15 | 3.2 |
| Technology | 4.34 | 2.35 |
| Sovereign | 4.24 | 10.59 |
| Healthcare | 6.01 | 2.28 |
| Materials | 0.51 | 0.27 |
| Insurance | 3.33 | 2.02 |
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