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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) | ₹103041 Cr | ₹37457 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 | 2.5% | 3.06% |
| 6 Month | 5.79% | 5.28% |
| 1 Year | 5.74% | 7.65% |
| 3 Year | 18.59% | 13.96% |
| 5 Year | 24.4% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 2.27% | 2.52% |
| 1 Year | 10.83% | 10.92% |
| 3 Year | 15.54% | 12.49% |
| 5 Year | 18.15% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 17.32% | 13.41% |
| 3 Year | 16.26% | 13.32% |
| 5 Year | 15.12% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 8.93% | 6.14% |
| Sharp | 1.31% | 1.09% |
| 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 | 34.5 | 34.24 |
| Large Cap | 52.86 | 55.38 |
| Small Cap | 5.81 | 3.22 |
| Mid Cap | 6.83 | 7.16 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 31.65 | 31.05 |
| Communication Services | 3.42 | 3.36 |
| Energy | 7.23 | 8.93 |
| Technology | 5.36 | 4.23 |
| Industrials | 7.96 | 4.65 |
| Consumer Defensive | 2.64 | 4.44 |
| Financial Services | 22.86 | 18.29 |
| Basic Materials | 2.31 | 4.98 |
| Consumer Cyclical | 6.76 | 6.84 |
| Healthcare | 4.04 | 3.41 |
| Real Estate | 1.55 | 3.94 |
| Utilities | 4.21 | 5.87 |
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