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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) | ₹37457 Cr | ₹938 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 | 0.96% | 0.13% |
| 6 Month | 7.25% | 9.1% |
| 1 Year | 4.45% | 2.59% |
| 3 Year | 14.33% | 10.91% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.34% | 1.18% |
| 1 Year | 8.75% | 9.44% |
| 3 Year | 11.77% | 9.76% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.41% | 8.5% |
| 3 Year | 13.32% | 9.78% |
| 5 Year | - | - |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.14% | 8.21% |
| Sharp | 1.09% | 0.38% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.71 | 29.9 |
| Large Cap | 54.71 | 50.65 |
| Mid Cap | 7.34 | 15.54 |
| Small Cap | 3.23 | 3.91 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 31.47 | 28.17 |
| Energy | 8.81 | 6.2 |
| Technology | 4.53 | 7.01 |
| Basic Materials | 4.77 | 3.27 |
| Consumer Defensive | 4.47 | 5.26 |
| Industrials | 5.38 | 10.44 |
| Consumer Cyclical | 6.85 | 8.59 |
| Financial Services | 17.09 | 21.38 |
| Real Estate | 4.03 | 0.54 |
| Healthcare | 3.53 | 5.42 |
| Communication Services | 3.23 | 2.52 |
| Utilities | 5.82 | 1.2 |
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