SBI Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

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ITI Balanced Advantage Fund Regular - Growth

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SBI Balanced Advantage Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	SBI Balanced Advantage Fund Regular Growth
1 Month	2.11%	1.07%
6 Month	-1.21%	2.61%
1 Year	6.72%	6.38%
3 Year	12.57%	15.54%
5 Year	10.82%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	SBI Balanced Advantage Fund Regular Growth
6 Month	4.34%	4.62%
1 Year	5.24%	8.15%
3 Year	11.69%	13.66%
5 Year	10.63%	-

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%	-

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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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

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

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