- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
SBI Balanced Advantage Fund Regular Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹33309 Cr | ₹978 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Aug 2021 | 04 Feb 2021 |
| 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 TRI |
| Turn Over | 39.82% | % |
| Expense Ratio | 1.57 | 2.18 |
| Manager | Pradeep Kesavan | Puneet Pal |
| ISIN Code | INF200KA1Y40 | INF663L01V72 |
| Exits Load | 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 | PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.06% | 2.79% |
| 6 Month | 0.41% | -1.4% |
| 1 Year | 8.12% | 8.7% |
| 3 Year | 12.91% | 8.83% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.67% | 1.49% |
| 1 Year | 3.35% | 1.29% |
| 3 Year | 13.15% | 9.49% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.39% | 10.32% |
| 3 Year | 13.05% | 9.8% |
| 5 Year | - | - |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.125% | 8.876% |
| Sharp | 0.986% | 0.244% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Puneet Pal |
| Total AUM | ₹434274 Cr | ₹20950 Cr |
| Funds Managed | 43 | 19 |
| SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.72 | 34.77 |
| Large Cap | 54.7 | 48.73 |
| Mid Cap | 8.37 | 10.99 |
| Small Cap | 3.22 | 5.51 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.99 | 33.82 |
| Energy | 9.02 | 5.63 |
| Technology | 6.96 | 6.76 |
| Basic Materials | 3.21 | 3.5 |
| Consumer Defensive | 2.74 | 5.03 |
| Industrials | 6.47 | 8.3 |
| Financial Services | 16.32 | 19.03 |
| Healthcare | 4.19 | 5.6 |
| Consumer Cyclical | 5.56 | 7.01 |
| Communication Services | 3.6 | 3.41 |
| Utilities | 7.63 | 1.15 |
| Real Estate | 1.32 | 0.75 |
Top Comparisons
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns13.62%
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns22.43%
ICICI Prudential Bluechip Fund - Growth
3Y Returns17.1%
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option
3Y Returns14.43%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns6.76%
Axis Ultra Short Duration Fund - Regular Plan Growth
3Y Returns6.34%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.81%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.81%
