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SBI Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
SBI Balanced Advantage Fund Regular Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹33309 Cr | ₹978 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Aug 2021 | 04 Feb 2021 |
| 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 TRI |
| Turn Over | 39.82% | % |
| Expense Ratio | 1.57 | 2.18 |
| Manager | Pradeep Kesavan | Puneet Pal |
| ISIN Code | INF200KA1Y40 | INF663L01V72 |
| 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 | PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.88% | 4.98% |
| 6 Month | 4.62% | 4.19% |
| 1 Year | 9.39% | 10.41% |
| 3 Year | 15.22% | 12.43% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.84% | 5.57% |
| 1 Year | 8.98% | 8.01% |
| 3 Year | 14.57% | 11.42% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.39% | 10.32% |
| 3 Year | 13.05% | 9.8% |
| 5 Year | - | - |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.125% | 8.876% |
| Sharp | 0.986% | 0.244% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Puneet Pal |
| Total AUM | ₹434274 Cr | ₹20950 Cr |
| Funds Managed | 43 | 19 |
| SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.72 | 34.77 |
| Large Cap | 54.7 | 48.73 |
| Mid Cap | 8.37 | 10.99 |
| Small Cap | 3.22 | 5.51 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.99 | 33.82 |
| Energy | 9.02 | 5.63 |
| Technology | 6.96 | 6.76 |
| Basic Materials | 3.21 | 3.5 |
| Consumer Defensive | 2.74 | 5.03 |
| Industrials | 6.47 | 8.3 |
| Financial Services | 16.32 | 19.03 |
| Healthcare | 4.19 | 5.6 |
| Consumer Cyclical | 5.56 | 7.01 |
| Communication Services | 3.6 | 3.41 |
| Utilities | 7.63 | 1.15 |
| Real Estate | 1.32 | 0.75 |
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