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SBI Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

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tortoise-icon SBI Balanced Advantage Fund Regular Growth

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name SBI Balanced Advantage Fund Regular Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Fund SBI Balanced Advantage Fund Regular Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Very High
Asset Size (Cr) ₹33309 Cr ₹2652 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 31 Aug 2021 01 Aug 2017
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 39.82% 24%
Expense Ratio 1.57 2
Manager Pradeep Kesavan Hardik Shah
ISIN Code INF200KA1Y40 INF846K01A52
Exits Load 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 Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Balanced Advantage Fund Regular Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month 2.51% 2.29%
6 Month 2.14% 1.63%
1 Year 7.83% 13.01%
3 Year 13.59% 14.14%
5 Year - 13.9%

SIP Return Analysis

Scheme Name SBI Balanced Advantage Fund Regular Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month 2.43% 2.28%
1 Year 4.23% 4.99%
3 Year 13.47% 15.41%
5 Year - 13.48%

Rolling Lumpsum Returns

Scheme Name SBI Balanced Advantage Fund Regular Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 16.39% 8.22%
3 Year 13.05% 9.95%
5 Year - 8.8%

Risk Management

Scheme Name SBI Balanced Advantage Fund Regular Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation 6.125% 8.096%
Sharp 0.986% 0.607%
Beta - -
Alpha - -

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Fund Managers

Scheme Name SBI Balanced Advantage Fund Regular Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Name Pradeep Kesavan Hardik Shah
Total AUM ₹434274 Cr ₹0 Cr
Funds Managed 43 12
SBI Balanced Advantage Fund Regular Growth Axis Balanced Advantage Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Balanced Advantage Fund Regular Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 33.72 34.05
Large Cap 54.7 56.4
Mid Cap 8.37 5.5
Small Cap 3.22 4.04

Sector Allocation

Scheme Name

SBI Balanced Advantage Fund Regular Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 32.99 32.81
Energy 9.02 7.7
Technology 6.96 6.58
Basic Materials 3.21 3.97
Consumer Defensive 2.74 2.51
Industrials 6.47 5.28
Financial Services 16.32 21.88
Healthcare 4.19 5.99
Consumer Cyclical 5.56 7.77
Communication Services 3.6 3.08
Utilities 7.63 1.99
Real Estate 1.32 0.43

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