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SBI Balanced Advantage Fund vs Axis Balanced Advantage Fund compare
SBI Balanced Advantage Fund Regular Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
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) | ₹38628 Cr | ₹3721 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹250 | ₹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 | 0.94% | 0.84% |
| 6 Month | 4.58% | 3.74% |
| 1 Year | 7.45% | 4.69% |
| 3 Year | 13.8% | 13.72% |
| 5 Year | - | 12.15% |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.47% | 2.95% |
| 1 Year | 13% | 10.72% |
| 3 Year | 12.37% | 13.23% |
| 5 Year | - | 12.43% |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.41% | 7.96% |
| 3 Year | 13.32% | 10.86% |
| 5 Year | - | 10.67% |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.18% | 7.47% |
| Sharp | 1.10% | 0.90% |
| Beta | 0.87% | 1.06% |
| Alpha | 2.79% | 1.82% |
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 | 32.27 | 35.47 |
| Large Cap | 56.48 | 56.23 |
| Mid Cap | 7.48 | 5.53 |
| Small Cap | 3.77 | 2.77 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.2 | 29.67 |
| Energy | 9.36 | 6.6 |
| Industrials | 4.77 | 7.6 |
| Technology | 4.35 | 8.94 |
| Basic Materials | 5.33 | 3.78 |
| Consumer Defensive | 4.46 | 4.52 |
| Consumer Cyclical | 6.02 | 6.35 |
| Financial Services | 19.63 | 21.52 |
| Real Estate | 3.82 | 1.55 |
| Healthcare | 3.46 | 4.99 |
| Communication Services | 3.54 | 2.16 |
| Utilities | 6.06 | 2.32 |
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