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

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

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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)	₹8617 Cr	₹38628 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

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	SBI Balanced Advantage Fund Regular Growth
1 Month	1.04%	0.94%
6 Month	4.16%	4.58%
1 Year	7.84%	7.45%
3 Year	12.47%	13.8%
5 Year	11.86%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	SBI Balanced Advantage Fund Regular Growth
6 Month	2.88%	3.47%
1 Year	13.37%	13%
3 Year	12.55%	12.37%
5 Year	11.88%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	SBI Balanced Advantage Fund Regular Growth
1 Year	11.48%	13.41%
3 Year	11.73%	13.32%
5 Year	11.68%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	SBI Balanced Advantage Fund Regular Growth
Standard Deviation	7.32%	6.18%
Sharp	0.76%	1.10%
Beta	1.06%	0.87%
Alpha	0.72%	2.79%

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

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	SBI Balanced Advantage Fund Regular Growth
Others	14.98	32.27
Large Cap	47.96	56.48
Mid Cap	10.89	7.48
Small Cap	10.6	3.77

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	SBI Balanced Advantage Fund Regular Growth
Others	10.16	29.2
Telecom - Services	1.23	-
Petroleum Products	2.9	-
IT - Software	8.33	-
Construction	1.53	-
Pharmaceuticals & Biotechnology	3.27	-
Non - Ferrous Metals	1.49	-
Insurance	3.27	-
Banks	15.93	-
Realty	3.69	-
Healthcare Services	0.76	-
Cement & Cement Products	0.97	-
Aerospace & Defense	0.02	-
Electrical Equipment	0.83	-
Auto Components	3.54	-
Chemicals & Petrochemicals	1.43	-
Automobiles	1.79	-
Personal Products	1.82	-
Leisure Services	0.48	-
Agricultural Food & other Products	0.66	-
Industrial Products	1.49	-
Finance	4.7	-
IT - Services	0.05	-
Consumer Services	0.31	-
Diversified FMCG	1.01	-
Consumer Durables	2.4	-
Transport Infrastructure	1.17	-
Retailing	1.15	-
Beverages	1.62	-
Diversified Metals	0.83	-
Oil	0.44	-
Power	2.23	-
Fertilizers & Agrochemicals	1.02	-
Capital Markets	0.46	-
Ferrous Metals	1.45	-
Energy	-	9.36
Industrials	-	4.77
Technology	-	4.35
Basic Materials	-	5.33
Consumer Defensive	-	4.46
Consumer Cyclical	-	6.02
Financial Services	-	19.63
Real Estate	-	3.82
Healthcare	-	3.46
Communication Services	-	3.54
Utilities	-	6.06