SBI Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

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tortoise-icon SBI Balanced Advantage Fund - Regular Plan - Growth

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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

Trailing Lumpsum Returns

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 - -

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name SBI Balanced Advantage Fund - Regular Plan - Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Year 16.29% 9.86%
3 Year 13.57% 9.99%
5 Year - -

Risk Management

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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Fund Managers

Scheme 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

Market Cap

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

Sector Allocation

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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