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) | ₹8157 Cr | ₹36558 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 | -1.34% | -1.67% |
6 Month | 8.69% | 5.81% |
1 Year | 5.87% | 4.16% |
3 Year | 12.52% | 13.42% |
5 Year | 13.77% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
6 Month | 2.38% | 1.32% |
1 Year | 7.56% | 5.09% |
3 Year | 12.3% | 11.69% |
5 Year | 11.79% | - |
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 | 7.39% | 6.18% |
Sharp | 0.86% | 1.11% |
Beta | 0.1% | - |
Alpha | 6.58% | - |
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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