SBI Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare
SBI Balanced Advantage Fund - Regular Plan - Growth
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Chart 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 | -1.83% | -2.52% |
| 6 Month | 4.11% | 4.78% |
| 1 Year | 19.28% | 19.39% |
| 3 Year | 12.53% | 10.95% |
| 5 Year | - | 12.33% |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.2% | 13.47% |
| 3 Year | 16.23% | 15.27% |
| 5 Year | - | 14.39% |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Year | 16.59% | 14.38% |
| 3 Year | 13.32% | 11.8% |
| 5 Year | - | 12.32% |
| 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 | - | 0.7% |
| Beta | - | 0.87% |
| Alpha | - | 2.66% |
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| Scheme 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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