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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) | ₹8208 Cr | ₹36673 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 | 1.51% | 1.14% |
| 6 Month | 11.09% | 7.63% |
| 1 Year | 4.01% | 3.27% |
| 3 Year | 12.36% | 13.06% |
| 5 Year | 13.71% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 2.53% | 1.57% |
| 1 Year | 10.66% | 7.35% |
| 3 Year | 12.72% | 11.85% |
| 5 Year | 11.95% | - |
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% | 6.28% |
| Sharp | 0.84% | 0.94% |
| Beta | 0.1% | - |
| Alpha | 5.69% | - |
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 | 37.74 | 33.35 |
| Large Cap | 42.5 | 55.67 |
| Mid Cap | 12.73 | 7.54 |
| Small Cap | 7.03 | 3.44 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 29.34 | 30.17 |
| Communication Services | 1.25 | 3.32 |
| Energy | 3.71 | 8.89 |
| Technology | 7.26 | 4.42 |
| Basic Materials | 6.87 | 5.33 |
| Industrials | 7.56 | 5.42 |
| Financial Services | 22.35 | 17.42 |
| Consumer Cyclical | 6.46 | 6.59 |
| Healthcare | 4.08 | 3.63 |
| Real Estate | 3.01 | 4.12 |
| Consumer Defensive | 5.94 | 4.49 |
| Utilities | 2.17 | 6.19 |
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