Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon SBI Balanced Advantage Fund Regular Growth

Invest Now

tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 2.51% 3.13%
6 Month 2.14% 0.2%
1 Year 7.83% 7.31%
3 Year 13.59% 9.66%
5 Year - -

SIP Return Analysis

Scheme Name SBI Balanced Advantage Fund Regular Growth PGIM India Balanced Advantage Fund - Regular Growth
6 Month 2.43% 2.37%
1 Year 4.23% 1.78%
3 Year 13.47% 9.82%
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 - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Nippon India Value Fund- Growth Plan Nippon India Value Fund- Growth Plan

3Y Returns20.8%

VS

Quant Value Fund Regular - Growth Quant Value Fund Regular - Growth

3Y Returns19.5%

Compare Now

ICICI Prudential Money Market Fund Option - Growth ICICI Prudential Money Market Fund Option - Growth

3Y Returns7.16%

VS

PGIM India Money Market Fund - Regular Plan - Growth Option PGIM India Money Market Fund - Regular Plan - Growth Option

3Y Returns6.81%

Compare Now

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

3Y Returns8.63%

VS

DSP Regular Savings Fund- Regular Plan - Growth DSP Regular Savings Fund- Regular Plan - Growth

3Y Returns9.74%

Compare Now

HDFC Infrastructure Fund - Growth Plan HDFC Infrastructure Fund - Growth Plan

3Y Returns28.77%

VS

Sundaram Infrastructure Advantage Fund Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth

3Y Returns19.93%

Compare Now
Add to Cart Successfully