SBI Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare
SBI Balanced Advantage Fund - Regular Plan - Growth
Invest NowNippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Invest NowChart Comparison
Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
---|---|---|
Fund | SBI Balanced Advantage Fund - Regular Plan - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹31166 Cr | ₹8282 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 05 Aug 2021 | 15 Nov 2004 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate Index |
Turn Over | 39.82% | 334% |
Expense Ratio | 1.59 | 1.76 |
Manager | Pradeep Kesavan | Ashutosh Bhargava |
ISIN Code | INF200KA1Y40 | INF204K01596 |
Exits Load | For units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
---|---|---|
1 Month | 1.17% | 3.09% |
6 Month | 9.55% | 14.02% |
1 Year | 24.14% | 24.89% |
3 Year | - | 12.8% |
5 Year | - | 14.21% |
Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
---|---|---|
6 Month | - | - |
1 Year | 10.9% | 10.75% |
3 Year | 27.13% | 24.88% |
5 Year | 27.13% | 43.32% |
Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
---|---|---|
1 Year | 13.41% | 13.6% |
3 Year | 28.77% | 33.64% |
5 Year | 28.77% | 46.21% |
Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
---|---|---|
Standard Deviation | 6.13% | 6.21% |
Sharp | - | 0.87% |
Beta | - | 0.85% |
Alpha | - | 2.9% |
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Get Free Experts GuidanceScheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
---|---|---|
Name | Pradeep Kesavan | Ashutosh Bhargava |
Total AUM | ₹434274 Cr | ₹121448 Cr |
Fund Manage | 43 | 12 |
SBI Balanced Advantage Fund - Regular Plan - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
Scheme Name |
SBI Balanced Advantage Fund - Regular Plan - Growth |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
---|---|---|
Others | 29.95 | 24.97 |
Large Cap | 53.08 | 50.08 |
Mid Cap | 7.92 | 10.11 |
Small Cap | 2.55 | 2.14 |
Scheme Name |
SBI Balanced Advantage Fund - Regular Plan - Growth |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
---|---|---|
Others | 44.05 | 11.62 |
Healthcare | 2.28 | 1.79 |
Financial | 8.34 | 27.5 |
Capital Goods | 1.13 | 3.94 |
Energy | 11.56 | 6.09 |
Services | 0.41 | 1.66 |
Materials | 0.27 | 0.86 |
Metals & Mining | 3.2 | 2.52 |
Consumer Staples | 1.45 | 6.86 |
Communication | 3.13 | 4.27 |
Technology | 2.35 | 5.05 |
Automobile | 1.94 | 5 |
Construction | 0.74 | 2.11 |
Sovereign | 10.59 | 6.38 |
Insurance | 2.02 | - |
Consumer Discretionary | 0.04 | 0.56 |
Textiles | - | 0.6 |
Diversified | - | 0.49 |
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