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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) | ₹38628 Cr | ₹953 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 | 0.94% | 0.9% |
| 6 Month | 4.58% | 2.62% |
| 1 Year | 7.45% | 3.92% |
| 3 Year | 13.8% | 9.73% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.65% | 2.18% |
| 1 Year | 13.16% | 11.35% |
| 3 Year | 12.72% | 10.04% |
| 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 | 6.18% | 8.28% |
| Sharp | 1.10% | 0.42% |
| Beta | 0.85% | 1.13% |
| Alpha | 2.48% | -2.22% |
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 | 32.27 | 35.07 |
| Large Cap | 56.48 | 46.36 |
| Mid Cap | 7.48 | 14.55 |
| Small Cap | 3.77 | 4.02 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 29.2 | 32.83 |
| Energy | 9.36 | 6.11 |
| Industrials | 4.77 | 9.25 |
| Technology | 4.35 | 5.85 |
| Basic Materials | 5.33 | 2.99 |
| Consumer Defensive | 4.46 | 4.5 |
| Consumer Cyclical | 6.02 | 8.16 |
| Financial Services | 19.63 | 20.56 |
| Real Estate | 3.82 | 0.59 |
| Healthcare | 3.46 | 5.58 |
| Communication Services | 3.54 | 2.37 |
| Utilities | 6.06 | 1.2 |
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