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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) | ₹39914 Cr | ₹3816 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 | -1.54% | -1.85% |
| 6 Month | 2.88% | 1.43% |
| 1 Year | 9.17% | 6.94% |
| 3 Year | 13.49% | 14.04% |
| 5 Year | - | 11.06% |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.92% | 0.98% |
| 1 Year | 9.41% | 6.84% |
| 3 Year | 11.06% | 11.56% |
| 5 Year | - | 11.63% |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.6% | 7.84% |
| 3 Year | 13.67% | 10.97% |
| 5 Year | - | 10.77% |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.13% | 7.39% |
| Sharp | 1.33% | 1.15% |
| Beta | 0.87% | 1.08% |
| Alpha | 3.59% | 2.69% |
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 | 34.24 | 35.47 |
| Large Cap | 55.47 | 56.83 |
| Mid Cap | 6.95 | 4.85 |
| Small Cap | 3.34 | 2.85 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.83 | 29.16 |
| Energy | 9.41 | 6.59 |
| Industrials | 3.8 | 7.27 |
| Technology | 4.91 | 8.81 |
| Basic Materials | 4.92 | 3.6 |
| Consumer Defensive | 3.95 | 4.49 |
| Consumer Cyclical | 8.85 | 7.47 |
| Financial Services | 19.67 | 21.75 |
| Real Estate | 3.02 | 1.53 |
| Healthcare | 3.45 | 5.07 |
| Communication Services | 2.61 | 2.09 |
| Utilities | 5.56 | 2.17 |
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