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) | ₹378 Cr | ₹33309 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 | 1.05% | 1.66% |
6 Month | 0.75% | 4.38% |
1 Year | 5.11% | 8.23% |
3 Year | 11.9% | 14.94% |
5 Year | 12.16% | - |
SIP Return Analysis
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
6 Month | 2.54% | 4.32% |
1 Year | 3.37% | 8.25% |
3 Year | 11.68% | 14.5% |
5 Year | 10.66% | - |
Rolling Lumpsum Returns
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
1 Year | 13.11% | 16.39% |
3 Year | 10.01% | 13.05% |
5 Year | 6.18% | - |
Risk Management
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
---|---|---|
Standard Deviation | 7.494% | 6.125% |
Sharp | 0.221% | 0.986% |
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 | 35.82 | 33.72 |
Large Cap | 54.6 | 54.7 |
Mid Cap | 4.68 | 8.37 |
Small Cap | 4.9 | 3.22 |
Sector Allocation
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
SBI Balanced Advantage Fund Regular Growth |
---|---|---|
Others | 34.87 | 32.99 |
Communication Services | 3.81 | 3.6 |
Energy | 5.19 | 9.02 |
Industrials | 4.19 | 6.47 |
Technology | 8.86 | 6.96 |
Basic Materials | 4.99 | 3.21 |
Financial Services | 23.69 | 16.32 |
Healthcare | 3.62 | 4.19 |
Consumer Cyclical | 5.96 | 5.56 |
Consumer Defensive | 2.65 | 2.74 |
Real Estate | 0.32 | 1.32 |
Utilities | 1.85 | 7.63 |
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