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SBI Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon SBI Balanced Advantage Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹7239 Cr ₹33309 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 2.93% 2.51%
6 Month 2.57% 2.14%
1 Year 10.84% 7.83%
3 Year 12.79% 13.59%
5 Year 15.46% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option SBI Balanced Advantage Fund Regular Growth
6 Month 3.56% 2.43%
1 Year 5.98% 4.23%
3 Year 13.35% 13.47%
5 Year 12.66% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option SBI Balanced Advantage Fund Regular Growth
1 Year 11.38% 16.39%
3 Year 11.47% 13.05%
5 Year 11.16% -

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% 6.125%
Sharp 0.51% 0.986%
Beta 0.97% -
Alpha 1.72% -

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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 24.06 33.72
Large Cap 48.66 54.7
Mid Cap 15.42 8.37
Small Cap 4.32 3.22

Sector Allocation

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

SBI Balanced Advantage Fund Regular Growth

Others 19.59 32.99
Telecom - Services 1.65 -
Petroleum Products 4.64 -
Electrical Equipment 1.48 -
IT - Software 6 -
Cement & Cement Products 1.57 -
Personal Products 1.83 -
Construction 1.84 -
Finance 5.05 -
Retailing 2.5 -
Banks 14.92 -
Diversified FMCG 0.94 -
Pharmaceuticals & Biotechnology 3.48 -
Non - Ferrous Metals 1.56 -
Realty 2.67 -
Healthcare Services 0.96 -
Aerospace & Defense 0.28 -
Auto Components 3.04 -
Ferrous Metals 1.38 -
Automobiles 1.59 -
Industrial Products 1.44 -
Insurance 2.47 -
Consumer Durables 1.35 -
Transport Infrastructure 1.89 -
Diversified Metals 0.66 -
Oil 0.58 -
Power 2.26 -
Fertilizers & Agrochemicals 0.53 -
Leisure Services 0.4 -
Metals & Minerals Trading 0.13 -
Consumable Fuels 0.31 -
Minerals & Mining 0.58 -
Transport Services 0.66 -
Chemicals & Petrochemicals 0.83 -
Beverages 1.4 -
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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