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SBI Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
SBI Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹400 Cr | ₹39337 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2019 | 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 | % | 39.82% |
| Expense Ratio | 2.37 | 1.57 |
| Manager | Vikrant Mehta | Pradeep Kesavan |
| ISIN Code | INF00XX01655 | INF200KA1Y40 |
| Exits Load | ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Month | -0.76% | 0.36% |
| 6 Month | 1.91% | 4.68% |
| 1 Year | 1.94% | 8.4% |
| 3 Year | 11.09% | 13.97% |
| 5 Year | 10.32% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 1.76% | 3.3% |
| 1 Year | 9.03% | 13.07% |
| 3 Year | 9.89% | 12.37% |
| 5 Year | 9.67% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 9.81% | 13.41% |
| 3 Year | 10.58% | 13.32% |
| 5 Year | 10.98% | - |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 7.19% | 6.18% |
| Sharp | 0.59% | 1.10% |
| Beta | 0.96% | 0.87% |
| Alpha | -0.20% | 2.79% |
Fund Managers
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Name | Vikrant Mehta | Pradeep Kesavan |
| Total AUM | ₹698 Cr | ₹434274 Cr |
| Funds Managed | 8 | 43 |
| ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 35.95 | 34.05 |
| Large Cap | 44.97 | 55.11 |
| Small Cap | 9.37 | 3.47 |
| Mid Cap | 9.71 | 7.37 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 28.41 | 30.46 |
| Energy | 6.52 | 9.42 |
| Technology | 10.06 | 4.49 |
| Consumer Cyclical | 7.96 | 6.83 |
| Industrials | 3.4 | 4.31 |
| Financial Services | 24.87 | 19.87 |
| Healthcare | 5.55 | 3.6 |
| Consumer Defensive | 0.51 | 4.35 |
| Utilities | 1.33 | 5.74 |
| Basic Materials | 5.58 | 4.99 |
| Communication Services | 4.34 | 2.61 |
| Real Estate | 1.46 | 3.33 |
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