SBI Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI Balanced Advantage Fund Regular - Growth

Invest Now

tortoise-icon SBI Balanced Advantage Fund - Regular Plan - Growth

Invest Now

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 Moderately High Moderately High
Asset Size (Cr) ₹382 Cr ₹32661 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 1.58
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

Trailing Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth SBI Balanced Advantage Fund - Regular Plan - Growth
1 Month 1.34% 0.13%
6 Month 4.57% 1.58%
1 Year 13.57% 14.68%
3 Year 8.73% 13.03%
5 Year - -

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth SBI Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year 8.89% 7.95%
3 Year 13.7% 14.92%
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% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Sector Allocation

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

Top Comparisons

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns6.01%

VS

LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Debt Fund-Growth

3Y Returns5.69%

Compare Now

Kotak Flexicap Fund - Growth Kotak Flexicap Fund - Growth

3Y Returns15.88%

VS

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns14.82%

Compare Now

Tata Hybrid Equity Fund- Regular Plan - Growth Option Tata Hybrid Equity Fund- Regular Plan - Growth Option

3Y Returns12.87%

VS

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

3Y Returns12.62%

Compare Now

Bandhan ELSS Tax saver Fund - Regular Plan - Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth

3Y Returns15.81%

VS

Quant ELSS Tax Saver Fund Regular Plan-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth

3Y Returns17.24%

Compare Now
Request call back
Add to Cart Successfully