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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) | ₹39914 Cr | ₹929 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹250 | ₹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 | -1.81% | -3.09% |
| 6 Month | 1.99% | -2.34% |
| 1 Year | 8.49% | 5.99% |
| 3 Year | 13.31% | 9.11% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.92% | -1.24% |
| 1 Year | 9.41% | 3.51% |
| 3 Year | 11.06% | 7.24% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.6% | 7.9% |
| 3 Year | 13.67% | 9.87% |
| 5 Year | - | - |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.13% | 7.82% |
| Sharp | 1.33% | 0.58% |
| Beta | 0.87% | 1.17% |
| Alpha | 3.59% | -1.45% |
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 | 34.24 | 37.4 |
| Large Cap | 55.47 | 46.16 |
| Mid Cap | 6.95 | 13.46 |
| Small Cap | 3.34 | 2.98 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 29.83 | 34.13 |
| Energy | 9.41 | 6.53 |
| Industrials | 3.8 | 7.63 |
| Technology | 4.91 | 6.87 |
| Basic Materials | 4.92 | 2.86 |
| Consumer Defensive | 3.95 | 4.29 |
| Consumer Cyclical | 8.85 | 7.9 |
| Financial Services | 19.67 | 20.53 |
| Real Estate | 3.02 | 0.54 |
| Healthcare | 3.45 | 5.06 |
| Communication Services | 2.61 | 2.46 |
| Utilities | 5.56 | 1.2 |
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