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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) | ₹8034 Cr | ₹36637 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| 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 | -1.57% | -2.23% |
| 6 Month | 6.36% | 4.53% |
| 1 Year | 5.22% | 3.29% |
| 3 Year | 13.13% | 13.77% |
| 5 Year | 14.13% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 3.26% | 1.6% |
| 1 Year | 7.61% | 4.6% |
| 3 Year | 12.51% | 11.84% |
| 5 Year | 11.94% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 11.15% | 14.22% |
| 3 Year | 11.52% | 13.24% |
| 5 Year | 11.34% | - |
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 | 1.24% | 1.11% |
| Beta | 1% | - |
| Alpha | 1.37% | - |
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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 | 32.28 | 31.13 |
| Large Cap | 44.2 | 58.07 |
| Mid Cap | 16.78 | 7.34 |
| Small Cap | 6.74 | 3.46 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 24.07 | 27.98 |
| Communication Services | 1.47 | 3.6 |
| Energy | 4.86 | 9.38 |
| Industrials | 8.8 | 5.91 |
| Technology | 6.8 | 5.06 |
| Basic Materials | 8.11 | 5.31 |
| Financial Services | 22.19 | 17.49 |
| Consumer Cyclical | 7.45 | 6.54 |
| Healthcare | 5.16 | 3.48 |
| Real Estate | 2.57 | 4.14 |
| Consumer Defensive | 6.2 | 4.44 |
| Utilities | 2.31 | 6.67 |
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