SBI Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

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ITI Balanced Advantage Fund Regular - Growth

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SBI Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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 Risk	Moderately High Risk
Asset Size (Cr)	₹378 Cr	₹33309 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	30 Dec 2019	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	%	39.82%
Expense Ratio	2.37	1.57
Manager	Vikrant Mehta	Pradeep Kesavan
ISIN Code	INF00XX01655	INF200KA1Y40
Exits Load	ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 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	ITI Balanced Advantage Fund Regular - Growth	SBI Balanced Advantage Fund - Regular Plan - Growth
1 Month	-0.63%	-0.88%
6 Month	-3.19%	-2.68%
1 Year	3.03%	6.64%
3 Year	7.95%	12.41%
5 Year	5.84%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	SBI Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-2.23%	0.76%
3 Year	10.13%	12.48%
5 Year	10%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	SBI Balanced Advantage Fund - Regular Plan - Growth
1 Year	13.49%	16.39%
3 Year	10.1%	13.05%
5 Year	6.27%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	SBI Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	7.494%	6.125%
Sharp	0.221%	0.986%
Beta	-	-
Alpha	-	-

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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	15.23	29.95
Large Cap	58.44	53.08
Small Cap	3.87	2.55
Mid Cap	3.53	7.92

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	SBI Balanced Advantage Fund - Regular Plan - Growth
Others	15.23	44.05
Telecom - Services	3.76	-
Petroleum Products	4.6	-
Electrical Equipment	2.78	-
IT - Software	7.25	-
Construction	1.38	0.74
Non - Ferrous Metals	0.83	-
Banks	14.36	-
Pharmaceuticals & Biotechnology	2.75	-
Ferrous Metals	0.81	-
Automobiles	2.06	-
Insurance	4.66	2.02
Diversified FMCG	2.36	-
Agricultural Food & other Products	0.46	-
Realty	0.35	-
Consumer Durables	1.86	-
Industrial Products	3.33	-
Finance	0.97	-
Financial Technology (Fintech)	1.35	-
Metals & Minerals Trading	1	-
Healthcare Services	0.53	-
Cement & Cement Products	0.99	-
Power	4.45	-
Retailing	1.86	-
Capital Markets	1.09	-
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