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SBI Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
SBI Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Month | 3.25% | 3.41% |
| 6 Month | -3.27% | -0.32% |
| 1 Year | 5.01% | 7.2% |
| 3 Year | 9.62% | 12.5% |
| 5 Year | 10.79% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | -2.19% | -0.48% |
| 1 Year | -4.08% | -0.87% |
| 3 Year | 9.24% | 11.68% |
| 5 Year | 9.13% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 13.11% | 16.39% |
| 3 Year | 10.01% | 13.05% |
| 5 Year | 6.18% | - |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 7.494% | 6.125% |
| Sharp | 0.221% | 0.986% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Name | Vikrant Mehta | Pradeep Kesavan |
| Total AUM | ₹698 Cr | ₹434274 Cr |
| Funds Managed | 8 | 43 |
| ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 35.82 | 33.72 |
| Large Cap | 54.6 | 54.7 |
| Mid Cap | 4.68 | 8.37 |
| Small Cap | 4.9 | 3.22 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 34.87 | 32.99 |
| Communication Services | 3.81 | 3.6 |
| Energy | 5.19 | 9.02 |
| Industrials | 4.19 | 6.47 |
| Technology | 8.86 | 6.96 |
| Basic Materials | 4.99 | 3.21 |
| Financial Services | 23.69 | 16.32 |
| Healthcare | 3.62 | 4.19 |
| Consumer Cyclical | 5.96 | 5.56 |
| Consumer Defensive | 2.65 | 2.74 |
| Real Estate | 0.32 | 1.32 |
| Utilities | 1.85 | 7.63 |
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