SBI Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare

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SBI Balanced Advantage Fund Regular Growth

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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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)	₹39337 Cr	₹9749 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	0.61%	-
6 Month	4.51%	-
1 Year	7.75%	-
3 Year	13.94%	-
5 Year	-	-

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month	3.3%	-
1 Year	13.07%	-
3 Year	12.37%	-
5 Year	-	-

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year	13.41%	-
3 Year	13.32%	-
5 Year	-	-

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation	6.18%	6.92%
Sharp	1.10%	0.75%
Beta	0.87%	1.00%
Alpha	2.79%	0.56%

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	32.27	41.92
Large Cap	56.48	51.08
Mid Cap	7.48	11.66
Small Cap	3.77	7.54

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	29.2	41.92
Energy	9.36	-
Industrials	4.77	-
Technology	4.35	-
Basic Materials	5.33	-
Consumer Defensive	4.46	-
Consumer Cyclical	6.02	-
Financial Services	19.63	-
Real Estate	3.82	-
Healthcare	3.46	-
Communication Services	3.54	-
Utilities	6.06	-
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