SBI Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
SBI Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
Fund | HDFC Balanced Advantage Fund - Growth Plan | SBI Balanced Advantage Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Moderately High |
Asset Size (Cr) | ₹94251 Cr | ₹33309 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 - Growth Plan | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
1 Month | 2.88% | 2.81% |
6 Month | 3.6% | 4.22% |
1 Year | 7.99% | 8.5% |
3 Year | 21.78% | 14.79% |
5 Year | 27.24% | - |
SIP Return Analysis
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
6 Month | 5.28% | 4.84% |
1 Year | 7.56% | 8.98% |
3 Year | 19.53% | 14.57% |
5 Year | 21.19% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
1 Year | 18.17% | 16.39% |
3 Year | 15.89% | 13.05% |
5 Year | 14.91% | - |
Risk Management
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
Standard Deviation | 9.701% | 6.125% |
Sharp | 1.207% | 0.986% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | 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 - Growth Plan | SBI Balanced Advantage Fund Regular Growth |
Market Cap
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
SBI Balanced Advantage Fund Regular Growth |
---|---|---|
Others | 45.54 | 33.72 |
Large Cap | 52.58 | 54.7 |
Small Cap | 6.1 | 3.22 |
Mid Cap | 6.45 | 8.37 |
Sector Allocation
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
SBI Balanced Advantage Fund Regular Growth |
---|---|---|
Others | 43.92 | 32.99 |
Communication Services | 2.71 | 3.6 |
Energy | 7.4 | 9.02 |
Technology | 5.37 | 6.96 |
Industrials | 8.87 | 6.47 |
Basic Materials | 2 | 3.21 |
Financial Services | 22.36 | 16.32 |
Consumer Cyclical | 5.5 | 5.56 |
Consumer Defensive | 2.65 | 2.74 |
Real Estate | 1.44 | 1.32 |
Healthcare | 4.17 | 4.19 |
Utilities | 4.3 | 7.63 |
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