SBI Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
SBI Balanced Advantage Fund - Regular Plan - Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart 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 | -1.97% | -3.13% |
| 6 Month | 3.96% | 5.29% |
| 1 Year | 19.11% | 15.59% |
| 3 Year | 12.45% | 8.33% |
| 5 Year | - | - |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.2% | 12.21% |
| 3 Year | 16.23% | 12.24% |
| 5 Year | - | - |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.59% | 10.08% |
| 3 Year | 13.32% | 9.97% |
| 5 Year | - | - |
| 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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| 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 |
| 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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