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 | 3.18% | 3.64% |
6 Month | -2.68% | -7.36% |
1 Year | 6.37% | 4.56% |
3 Year | 12.12% | 7.2% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | 0.17% | -1.75% |
1 Year | 1.53% | -2.51% |
3 Year | 12.95% | 8.55% |
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 | - | - |
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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 |
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