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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) | ₹8371 Cr | ₹37457 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 | 0.51% | 0.88% |
| 6 Month | 6.75% | 5.52% |
| 1 Year | 5.62% | 5.18% |
| 3 Year | 13.54% | 14.35% |
| 5 Year | 13.85% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 1.83% | 1.66% |
| 1 Year | 11.42% | 9.16% |
| 3 Year | 12.68% | 11.94% |
| 5 Year | 11.97% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 11.08% | 13.41% |
| 3 Year | 11.55% | 13.32% |
| 5 Year | 11.4% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 7.33% | 6.14% |
| Sharp | 0.80% | 1.09% |
| Beta | 0.13% | - |
| Alpha | 5.98% | - |
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 | 37.79 | 34.24 |
| Large Cap | 41.39 | 55.38 |
| Mid Cap | 12.96 | 7.16 |
| Small Cap | 7.85 | 3.22 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 28.44 | 31.05 |
| Communication Services | 1.19 | 3.36 |
| Energy | 3.24 | 8.93 |
| Technology | 8.75 | 4.23 |
| Industrials | 7.3 | 4.65 |
| Financial Services | 22.13 | 18.29 |
| Healthcare | 4.21 | 3.41 |
| Basic Materials | 7.15 | 4.98 |
| Real Estate | 3.2 | 3.94 |
| Consumer Cyclical | 6.55 | 6.84 |
| Consumer Defensive | 5.63 | 4.44 |
| Utilities | 2.21 | 5.87 |
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