SBI Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
SBI Balanced Advantage Fund - Regular Plan - Growth
Invest NowPGIM India Balanced Advantage Fund - Regular Growth
Invest NowChart Comparison
Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Fund | SBI Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹31166 Cr | ₹1138 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Aug 2021 | 24 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 | 1.59 | 2.14 |
Manager | Pradeep Kesavan | Puneet Pal |
ISIN Code | INF200KA1Y40 | INF663L01V72 |
Exits Load | For units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | Exit load of 0.5%, if redeemed within 90 days./365 |
Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | 1.17% | 1.42% |
6 Month | 9.55% | 13.17% |
1 Year | 24.14% | 19.75% |
3 Year | - | 10.57% |
5 Year | - | - |
Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 10.9% | 7.64% |
3 Year | 27.13% | 18.36% |
5 Year | 27.13% | 20.59% |
Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 13.41% | 9.08% |
3 Year | 28.77% | 23.3% |
5 Year | 28.77% | 24.29% |
Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 6.13% | 7.82% |
Sharp | - | 0.48% |
Beta | - | 1.02% |
Alpha | - | -0.67% |
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Get Free Experts GuidanceScheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Name | Pradeep Kesavan | Puneet Pal |
Total AUM | ₹434274 Cr | ₹20950 Cr |
Fund Manage | 43 | 19 |
SBI Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
Scheme Name |
SBI Balanced Advantage Fund - Regular Plan - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 29.95 | 32.5 |
Large Cap | 53.08 | 49.05 |
Mid Cap | 7.92 | 14.43 |
Small Cap | 2.55 | 4.02 |
Scheme Name |
SBI Balanced Advantage Fund - Regular Plan - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 44.05 | 4.07 |
Healthcare | 2.28 | 4.01 |
Financial | 8.34 | 27.49 |
Capital Goods | 1.13 | 6.34 |
Energy | 11.56 | 9.9 |
Services | 0.41 | 5.9 |
Materials | 0.27 | 2.73 |
Metals & Mining | 3.2 | - |
Consumer Staples | 1.45 | 2.79 |
Communication | 3.13 | 1.86 |
Technology | 2.35 | 5.81 |
Automobile | 1.94 | 4.21 |
Construction | 0.74 | 2.73 |
Sovereign | 10.59 | 15.74 |
Insurance | 2.02 | 2.52 |
Consumer Discretionary | 0.04 | 1.1 |
Chemicals | - | 1.21 |
Diversified | - | 1.22 |
Textiles | - | 0.37 |
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