SBI Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare

Link copied to clipboard!

SBI Balanced Advantage Fund Regular Growth

Invest Now

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Invest Now

Chart Comparison

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

Overview

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Fund	SBI Balanced Advantage Fund Regular Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Average
Asset Size (Cr)	₹39914 Cr	₹9725 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹250	₹100
Min Addl Investment	₹1000	₹100
Launch Date	31 Aug 2021	15 Nov 2004
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate Index
Turn Over	39.82%	334%
Expense Ratio	1.57	1.76
Manager	Pradeep Kesavan	Ashutosh Bhargava
ISIN Code	INF200KA1Y40	INF204K01596
Exits Load	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	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Month	-1.81%	-
6 Month	1.99%	-
1 Year	8.49%	-
3 Year	13.31%	-
5 Year	-	-

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month	1.92%	-
1 Year	9.41%	-
3 Year	11.06%	-
5 Year	-	-

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year	11.6%	-
3 Year	13.67%	-
5 Year	-	-

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation	6.13%	6.79%
Sharp	1.33%	0.83%
Beta	0.87%	1.00%
Alpha	3.59%	0.53%

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Name	Pradeep Kesavan	Ashutosh Bhargava
Total AUM	₹434274 Cr	₹121448 Cr
Funds Managed	43	12
	SBI Balanced Advantage Fund Regular Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	34.24	41.92
Large Cap	55.47	51.08
Mid Cap	6.95	11.66
Small Cap	3.34	7.54

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	29.83	41.92
Energy	9.41	-
Industrials	3.8	-
Technology	4.91	-
Basic Materials	4.92	-
Consumer Defensive	3.95	-
Consumer Cyclical	8.85	-
Financial Services	19.67	-
Real Estate	3.02	-
Healthcare	3.45	-
Communication Services	2.61	-
Utilities	5.56	-
Petroleum Products	-	2.38
IT - Software	-	7.22
Cement & Cement Products	-	1.12
IT - Services	-	0.27
Construction	-	2.1
Consumer Durables	-	2.52
Diversified FMCG	-	3.49
Banks	-	15.43
Automobiles	-	2.54
Aerospace & Defense	-	0.98
Electrical Equipment	-	1.62
Pharmaceuticals & Biotechnology	-	1.85
Ferrous Metals	-	0.52
Realty	-	1.82
Transport Infrastructure	-	2.16
Personal Products	-	1.61
Industrial Products	-	0.4
Telecom - Services	-	4.13
Insurance	-	2.85
Finance	-	1.76
Transport Services	-	0.46
Retailing	-	1.61
Power	-	3.35
Financial Technology (Fintech)	-	1.09
Healthcare Services	-	0.24
Auto Components	-	1.47
Diversified	-	0.55
Other Utilities	-	0.36
Beverages	-	1.42
Textiles & Apparels	-	0.74
Food Products	-	0.52
Leisure Services	-	1.7