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SBI Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare

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tortoise-icon SBI Balanced Advantage Fund Regular Growth

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tortoise-icon 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) ₹33309 Cr ₹8282 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹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

Trailing Lumpsum Returns

Scheme Name SBI Balanced Advantage Fund Regular Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Month 3.88% -0.8%
6 Month 4.62% 1.98%
1 Year 9.39% 12.89%
3 Year 15.22% 11.83%
5 Year - 12.32%

SIP Return Analysis

Scheme Name SBI Balanced Advantage Fund Regular Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month 4.84% -
1 Year 8.98% 8.2%
3 Year 14.57% 14.52%
5 Year - 13.96%

Rolling Lumpsum Returns

Scheme Name SBI Balanced Advantage Fund Regular Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year 16.39% 14.38%
3 Year 13.05% 11.8%
5 Year - 12.32%

Risk Management

Scheme Name SBI Balanced Advantage Fund Regular Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation 6.125% 6.21%
Sharp 0.986% 0.79%
Beta - 0.86%
Alpha - 2.82%

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Fund Managers

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

Market Cap

Scheme Name

SBI Balanced Advantage Fund Regular Growth

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Others 33.72 41.92
Large Cap 54.7 51.08
Mid Cap 8.37 11.66
Small Cap 3.22 7.54

Sector Allocation

Scheme Name

SBI Balanced Advantage Fund Regular Growth

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Others 32.99 41.92
Energy 9.02 -
Technology 6.96 -
Basic Materials 3.21 -
Consumer Defensive 2.74 -
Industrials 6.47 -
Financial Services 16.32 -
Healthcare 4.19 -
Consumer Cyclical 5.56 -
Communication Services 3.6 -
Utilities 7.63 -
Real Estate 1.32 -
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

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