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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) | ₹107971 Cr | ₹39337 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| 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 | -0.75% | 0.27% |
| 6 Month | 1.35% | 3.1% |
| 1 Year | 6.77% | 9.66% |
| 3 Year | 17.74% | 14.33% |
| 5 Year | 19.62% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 2.39% | 3.57% |
| 1 Year | 10.31% | 12.22% |
| 3 Year | 13.88% | 12.19% |
| 5 Year | 17.01% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 17.35% | 13.41% |
| 3 Year | 16.32% | 13.32% |
| 5 Year | 15.11% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 8.69% | 6.18% |
| Sharp | 1.18% | 1.10% |
| Beta | 1.16% | 0.87% |
| Alpha | 4.92% | 2.79% |
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 | 33.92 | 34.05 |
| Large Cap | 53.76 | 55.11 |
| Small Cap | 5.26 | 3.47 |
| Mid Cap | 7.06 | 7.37 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 29.67 | 30.46 |
| Communication Services | 3.62 | 2.61 |
| Energy | 7.59 | 9.42 |
| Technology | 6.11 | 4.49 |
| Industrials | 7.82 | 4.31 |
| Financial Services | 23.67 | 19.87 |
| Basic Materials | 2.16 | 4.99 |
| Consumer Cyclical | 6.89 | 6.83 |
| Consumer Defensive | 2.53 | 4.35 |
| Healthcare | 4.18 | 3.6 |
| Real Estate | 1.83 | 3.33 |
| Utilities | 3.93 | 5.74 |
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