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) | ₹7710 Cr | ₹35566 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 | 2.46% | 1.95% |
6 Month | 7.61% | 6.31% |
1 Year | 9.62% | 8.01% |
3 Year | 15.66% | 16.18% |
5 Year | 15.22% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
6 Month | 7.54% | 6.03% |
1 Year | 14.09% | 11.71% |
3 Year | 15.24% | 14.95% |
5 Year | 13.56% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
1 Year | 11.28% | 14.92% |
3 Year | 11.48% | 12.94% |
5 Year | 11.23% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
Standard Deviation | 7.75% | 6.44% |
Sharp | 0.88% | 1.15% |
Beta | 1% | - |
Alpha | 1.01% | - |
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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 | 26.23 | 33.72 |
Large Cap | 51.42 | 54.7 |
Mid Cap | 16.21 | 8.37 |
Small Cap | 4.68 | 3.22 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
SBI Balanced Advantage Fund Regular Growth |
---|---|---|
Others | 22.03 | 32.99 |
Telecom - Services | 1.8 | - |
Petroleum Products | 4.74 | - |
Electrical Equipment | 1.39 | - |
IT - Software | 5.61 | - |
Cement & Cement Products | 2.04 | - |
Personal Products | 2.18 | - |
Construction | 1.44 | - |
Finance | 4.16 | - |
Retailing | 2.88 | - |
Banks | 15.59 | - |
Pharmaceuticals & Biotechnology | 3.7 | - |
Non - Ferrous Metals | 1.61 | - |
Realty | 2.58 | - |
Healthcare Services | 0.89 | - |
Aerospace & Defense | 0.36 | - |
Auto Components | 3.28 | - |
Ferrous Metals | 1.58 | - |
Transport Infrastructure | 2.02 | - |
Automobiles | 1.67 | - |
Industrial Products | 1.81 | - |
Insurance | 3.04 | - |
Diversified FMCG | 1.04 | - |
Consumer Durables | 1.65 | - |
Diversified Metals | 0.69 | - |
Oil | 0.58 | - |
Power | 2.36 | - |
Fertilizers & Agrochemicals | 0.66 | - |
Leisure Services | 0.58 | - |
Metals & Minerals Trading | 0.13 | - |
Consumable Fuels | 0.27 | - |
Minerals & Mining | 0.54 | - |
Transport Services | 0.65 | - |
Chemicals & Petrochemicals | 0.75 | - |
Beverages | 2.24 | - |
Energy | - | 9.02 |
Technology | - | 6.96 |
Basic Materials | - | 3.21 |
Consumer Defensive | - | 2.74 |
Industrials | - | 6.47 |
Financial Services | - | 16.32 |
Healthcare | - | 4.19 |
Consumer Cyclical | - | 5.56 |
Communication Services | - | 3.6 |
Utilities | - | 7.63 |
Real Estate | - | 1.32 |
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