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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) | ₹408 Cr | ₹36637 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 | -1.3% | -1.47% |
| 6 Month | 5.53% | 5.88% |
| 1 Year | 2.54% | 4.33% |
| 3 Year | 11.72% | 14.17% |
| 5 Year | 10.82% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 3.32% | 2.51% |
| 1 Year | 5.84% | 6.87% |
| 3 Year | 11.56% | 12.94% |
| 5 Year | 10.66% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 11.89% | 14.92% |
| 3 Year | 10.04% | 12.94% |
| 5 Year | 8.23% | - |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 7.23% | 6.10% |
| Sharp | 0.86% | 1.44% |
| Beta | - | - |
| Alpha | - | - |
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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 | 37.93 | 31.13 |
| Large Cap | 47.57 | 58.07 |
| Small Cap | 8.76 | 3.46 |
| Mid Cap | 5.73 | 7.34 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 32.92 | 27.98 |
| Energy | 6.46 | 9.38 |
| Industrials | 2.64 | 5.91 |
| Technology | 11.02 | 5.06 |
| Consumer Cyclical | 9.37 | 6.54 |
| Financial Services | 23.8 | 17.49 |
| Healthcare | 3.11 | 3.48 |
| Consumer Defensive | 1.39 | 4.44 |
| Utilities | 2.24 | 6.67 |
| Basic Materials | 3.68 | 5.31 |
| Communication Services | 3.37 | 3.6 |
| Real Estate | - | 4.14 |
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