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SBI Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
SBI Balanced Advantage Fund Regular Growth
Chart Comparison
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) | ₹69868 Cr | ₹39337 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| 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 | 1.44 | 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 | 0.42% | 0.36% |
| 6 Month | 5.18% | 4.68% |
| 1 Year | 10.41% | 8.4% |
| 3 Year | 13.32% | 13.97% |
| 5 Year | 12.78% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 3.28% | 3.3% |
| 1 Year | 15.22% | 13.07% |
| 3 Year | 13.35% | 12.37% |
| 5 Year | 12.82% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 10.82% | 13.41% |
| 3 Year | 11.96% | 13.32% |
| 5 Year | 12.61% | - |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 4.42% | 6.18% |
| Sharp | 1.3% | 1.10% |
| Beta | 0.8% | 0.87% |
| Alpha | 3.18% | 2.79% |
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 | 33.04 | 34.05 |
| Large Cap | 59.56 | 55.11 |
| Small Cap | 1.4 | 3.47 |
| Mid Cap | 5.99 | 7.37 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 27.58 | 30.46 |
| Communication Services | 2.62 | 2.61 |
| Energy | 4.29 | 9.42 |
| Technology | 8.15 | 4.49 |
| Industrials | 6.61 | 4.31 |
| Financial Services | 18.56 | 19.87 |
| Basic Materials | 4.19 | 4.99 |
| Consumer Defensive | 4.46 | 4.35 |
| Real Estate | 4.55 | 3.33 |
| Healthcare | 2.41 | 3.6 |
| Consumer Cyclical | 15.09 | 6.83 |
| Utilities | 1.49 | 5.74 |
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