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SBI Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
SBI Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Moderately High |
| Asset Size (Cr) | ₹8800 Cr | ₹39337 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹250 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 May 2000 | 31 Aug 2021 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 240% | 39.82% |
| Expense Ratio | 1.8 | 1.57 |
| Manager | Lovelish Solanki | Pradeep Kesavan |
| ISIN Code | INF084M01AB8 | INF200KA1Y40 |
| Exits Load | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Month | 0.17% | 0.36% |
| 6 Month | 3.77% | 4.68% |
| 1 Year | 8.39% | 8.4% |
| 3 Year | 12.7% | 13.97% |
| 5 Year | 11.41% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 2.49% | 3.3% |
| 1 Year | 12.83% | 13.07% |
| 3 Year | 12.39% | 12.37% |
| 5 Year | 11.78% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 11.45% | 13.41% |
| 3 Year | 11.74% | 13.32% |
| 5 Year | 11.68% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 6.2% | 6.18% |
| Sharp | 0.89% | 1.10% |
| Beta | 1.09% | 0.87% |
| Alpha | 1.1% | 2.79% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Name | Lovelish Solanki | Pradeep Kesavan |
| Total AUM | ₹14756 Cr | ₹434274 Cr |
| Funds Managed | 2 | 43 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 40.22 | 34.05 |
| Large Cap | 39.79 | 55.11 |
| Mid Cap | 12.62 | 7.37 |
| Small Cap | 7.37 | 3.47 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 27.2 | 30.46 |
| Communication Services | 1.22 | 2.61 |
| Energy | 3.41 | 9.42 |
| Technology | 8.52 | 4.49 |
| Industrials | 6.76 | 4.31 |
| Financial Services | 21.94 | 19.87 |
| Healthcare | 5.38 | 3.6 |
| Basic Materials | 6.73 | 4.99 |
| Real Estate | 3.45 | 3.33 |
| Consumer Cyclical | 7.24 | 6.83 |
| Consumer Defensive | 6.04 | 4.35 |
| Utilities | 2.11 | 5.74 |
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