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SBI Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund Regular Growth
SBI Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | HDFC Balanced Advantage Fund Regular Growth | SBI Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderately High |
| Asset Size (Cr) | ₹101773 Cr | ₹36558 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2000 | 31 Aug 2021 |
| 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 | 21.38% | 39.82% |
| Expense Ratio | 1.35 | 1.57 |
| Manager | Anil Bamboli | Pradeep Kesavan |
| ISIN Code | INF179K01830 | INF200KA1Y40 |
| Exits Load | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | HDFC Balanced Advantage Fund Regular Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Month | -1.41% | -1.67% |
| 6 Month | 7.78% | 5.81% |
| 1 Year | 2.44% | 4.16% |
| 3 Year | 18.76% | 13.42% |
| 5 Year | 23.02% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 1.99% | 1.32% |
| 1 Year | 5.11% | 5.09% |
| 3 Year | 15.58% | 11.69% |
| 5 Year | 18.5% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 17.49% | 14.22% |
| 3 Year | 16.2% | 13.24% |
| 5 Year | 15.09% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 9.16% | 6.18% |
| Sharp | 1.34% | 1.11% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Name | Anil Bamboli | Pradeep Kesavan |
| Total AUM | ₹135442 Cr | ₹434274 Cr |
| Funds Managed | 12 | 43 |
| HDFC Balanced Advantage Fund Regular Growth | SBI Balanced Advantage Fund Regular Growth |
Market Cap
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 35.76 | 33.35 |
| Large Cap | 51.34 | 55.67 |
| Small Cap | 5.79 | 3.44 |
| Mid Cap | 7.11 | 7.54 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 33.05 | 30.17 |
| Communication Services | 3.53 | 3.32 |
| Energy | 6.92 | 8.89 |
| Technology | 5.83 | 4.42 |
| Industrials | 8.06 | 5.42 |
| Consumer Defensive | 2.72 | 4.49 |
| Financial Services | 21.59 | 17.42 |
| Basic Materials | 2.04 | 5.33 |
| Consumer Cyclical | 6.36 | 6.59 |
| Real Estate | 1.5 | 4.12 |
| Healthcare | 4.2 | 3.63 |
| Utilities | 4.21 | 6.19 |
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