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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 | ₹36673 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 | 2.81% | 1.12% |
| 6 Month | 8.54% | 7.42% |
| 1 Year | 2.05% | 3.26% |
| 3 Year | 11.47% | 13.02% |
| 5 Year | 11.42% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 2.85% | 1.57% |
| 1 Year | 7.55% | 7.35% |
| 3 Year | 10.96% | 11.85% |
| 5 Year | 10.22% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 11.21% | 14.22% |
| 3 Year | 10.25% | 13.24% |
| 5 Year | 10.85% | - |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 7.45% | 6.28% |
| Sharp | 0.52% | 0.94% |
| Beta | - | - |
| Alpha | - | - |
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 | 44.33 | 33.35 |
| Large Cap | 40.57 | 55.67 |
| Small Cap | 9.31 | 3.44 |
| Mid Cap | 5.79 | 7.54 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 39.93 | 30.17 |
| Energy | 4.29 | 8.89 |
| Technology | 7.09 | 4.42 |
| Consumer Cyclical | 9.74 | 6.59 |
| Industrials | 2.62 | 5.42 |
| Financial Services | 22.41 | 17.42 |
| Healthcare | 3.17 | 3.63 |
| Consumer Defensive | 1.39 | 4.49 |
| Utilities | 2.82 | 6.19 |
| Basic Materials | 3.28 | 5.33 |
| Communication Services | 3.26 | 3.32 |
| Real Estate | - | 4.12 |
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