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SBI Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare

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tortoise-icon ICICI Prudential Balanced Advantage Fund - Growth

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tortoise-icon SBI Balanced Advantage Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth SBI Balanced Advantage Fund Regular Growth
Fund ICICI Prudential Balanced Advantage Fund - Growth SBI Balanced Advantage Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Moderately High
Asset Size (Cr) ₹60347 Cr ₹33309 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 30 Dec 2006 31 Aug 2021
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate Index NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 16% 39.82%
Expense Ratio 1.48 1.57
Manager Sharmila D'mello Pradeep Kesavan
ISIN Code INF109K01BH2 INF200KA1Y40
Exits Load ICICI Prudential 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 ICICI Prudential Balanced Advantage Fund - Growth SBI Balanced Advantage Fund Regular Growth
1 Month 4.41% 4.35%
6 Month 4.74% 3.41%
1 Year 11.26% 8.95%
3 Year 14.4% 14.9%
5 Year 17.07% -

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth SBI Balanced Advantage Fund Regular Growth
6 Month 3.25% 2.33%
1 Year 6.23% 3.91%
3 Year 12.67% 12.86%
5 Year 12.76% -

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth SBI Balanced Advantage Fund Regular Growth
1 Year 11.05% 16.39%
3 Year 11.77% 13.05%
5 Year 12.39% -

Risk Management

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth SBI Balanced Advantage Fund Regular Growth
Standard Deviation 4.42% 6.125%
Sharp 1.1% 0.986%
Beta 0.72% -
Alpha 2.73% -

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Fund Managers

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth SBI Balanced Advantage Fund Regular Growth
Name Sharmila D'mello Pradeep Kesavan
Total AUM ₹354743 Cr ₹434274 Cr
Funds Managed 35 43
ICICI Prudential Balanced Advantage Fund - Growth SBI Balanced Advantage Fund Regular Growth

Market Cap

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

SBI Balanced Advantage Fund Regular Growth

Others 10.99 33.72
Large Cap 61.05 54.7
Mid Cap 5.31 8.37
Small Cap 1.01 3.22

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

SBI Balanced Advantage Fund Regular Growth

Others 7.76 32.99
Telecom - Services 2.49 -
Petroleum Products 3.56 -
Electrical Equipment 0.15 -
IT - Software 5.85 -
Cement & Cement Products 1.65 -
Construction 2.92 -
Ferrous Metals 0.48 -
Consumer Durables 1.13 -
Diversified FMCG 2.16 -
Non - Ferrous Metals 0.72 -
Banks 14.62 -
Realty 3.18 -
Pharmaceuticals & Biotechnology 2.66 -
Leisure Services 0.2 -
Automobiles 8.81 -
Aerospace & Defense 0.01 -
Auto Components 2.02 -
Chemicals & Petrochemicals 0.51 -
Finance 2.35 -
Insurance 2.13 -
Capital Markets 1.1 -
Retailing 4.06 -
Diversified Metals 0.17 -
Oil 0.51 -
Food Products 1.09 -
Industrial Products 1.15 -
Healthcare Services 0.32 -
Consumable Fuels 0.2 -
Fertilizers & Agrochemicals 1.1 -
Transport Services 1.25 -
Power 1.76 -
Transport Infrastructure 0.18 -
Commercial Services & Supplies 0.11 -
Energy - 9.02
Technology - 6.96
Basic Materials - 3.21
Consumer Defensive - 2.74
Industrials - 6.47
Financial Services - 16.32
Healthcare - 4.19
Consumer Cyclical - 5.56
Communication Services - 3.6
Utilities - 7.63
Real Estate - 1.32

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