SBI Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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tortoise-icon 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 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

Trailing Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth SBI Balanced Advantage Fund - Regular Plan - Growth
1 Month -2.78% -1.83%
6 Month 4.42% 4.11%
1 Year 18.83% 19.28%
3 Year 8.44% 12.53%
5 Year - -

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth SBI Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year 11.79% 13.2%
3 Year 13.82% 16.23%
5 Year - -

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth SBI Balanced Advantage Fund - Regular Plan - Growth
1 Year 13.31% 16.59%
3 Year 10.37% 13.32%
5 Year - -

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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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