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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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
Kotak Flexicap Fund - Growth
3Y Returns20.67%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns22.31%
ICICI Prudential Bond Fund - Growth
3Y Returns8.68%
Nippon India Income Fund - Growth Plan Growth Option
3Y Returns7.94%
Nippon India Strategic Debt Fund - Growth Option
3Y Returns7.48%
HSBC Medium Duration Fund - Regular Growth
3Y Returns7.87%
Kotak Bluechip Fund - Growth
3Y Returns19.18%
Quant Large Cap Fund Regular - Growth
3Y Returns0%