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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) | ₹37457 Cr | ₹3591 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 | 0.67% | 0.24% |
| 6 Month | 6.95% | 5.93% |
| 1 Year | 3.86% | 2.18% |
| 3 Year | 14.1% | 14.31% |
| 5 Year | - | 12.56% |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.34% | 1.04% |
| 1 Year | 8.75% | 6.89% |
| 3 Year | 11.77% | 12.97% |
| 5 Year | - | 12.15% |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.41% | 8.43% |
| 3 Year | 13.32% | 10.68% |
| 5 Year | - | 10.45% |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.14% | 7.43% |
| Sharp | 1.09% | 0.90% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.71 | 36.15 |
| Large Cap | 54.71 | 55.89 |
| Mid Cap | 7.34 | 5.43 |
| Small Cap | 3.23 | 2.53 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.47 | 30.96 |
| Energy | 8.81 | 6.94 |
| Technology | 4.53 | 8.77 |
| Basic Materials | 4.77 | 3.62 |
| Consumer Defensive | 4.47 | 4.16 |
| Industrials | 5.38 | 6.84 |
| Consumer Cyclical | 6.85 | 5.81 |
| Financial Services | 17.09 | 21.75 |
| Real Estate | 4.03 | 1.05 |
| Healthcare | 3.53 | 5.4 |
| Communication Services | 3.23 | 2.21 |
| Utilities | 5.82 | 2.51 |
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