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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) | ₹394 Cr | ₹37457 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| 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 | 2.41% | 2.97% |
| 6 Month | 5.66% | 5.55% |
| 1 Year | 4.84% | 7.99% |
| 3 Year | 11.68% | 14.09% |
| 5 Year | 11.4% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 2.62% | 3.5% |
| 1 Year | 9.23% | 12.46% |
| 3 Year | 10.46% | 12.69% |
| 5 Year | 9.98% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 10.73% | 13.41% |
| 3 Year | 10.37% | 13.32% |
| 5 Year | 10.91% | - |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 7.24% | 6.18% |
| Sharp | 0.66% | 1.10% |
| Beta | 0.96% | 0.85% |
| Alpha | -0.12% | 2.48% |
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 | 43.84 | 34.24 |
| Large Cap | 42.99 | 55.38 |
| Small Cap | 6.96 | 3.22 |
| Mid Cap | 6.22 | 7.16 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 39.93 | 31.05 |
| Energy | 4.59 | 8.93 |
| Technology | 7.86 | 4.23 |
| Consumer Cyclical | 9.97 | 6.84 |
| Industrials | 3.72 | 4.65 |
| Financial Services | 20.69 | 18.29 |
| Healthcare | 2.96 | 3.41 |
| Consumer Defensive | 0.5 | 4.44 |
| Utilities | 2.91 | 5.87 |
| Basic Materials | 2.98 | 4.98 |
| Communication Services | 3.91 | 3.36 |
| Real Estate | - | 3.94 |
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