Compare SBI Balanced Advantage Fund vs Axis Balanced Advantage Fund
Risk | Very High | Very High |
Rating | 5.0 | 4.0 |
Min SIP Amount | ₹250 | ₹100 |
Expense Ratio | 1.55 | 1.91 |
NAV | ₹15.76 | ₹21.17 |
Fund Started | 12 Aug 2021 | 11 Jul 2017 |
Fund Size | ₹39914.31 Cr | ₹3816.40 Cr |
Exit Load | For units in excess of 10% of the investment,1% will be charged for redemption within 1 year. | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. |
Risk
Very High
Very High
Rating
5.0
4.0
Min SIP Amount
₹250
₹100
Expense Ratio
1.55
1.91
NAV
₹15.76
₹21.17
Fund Started
12 Aug 2021
11 Jul 2017
Fund Size
₹39914.31 Cr
₹3816.40 Cr
Exit Load
For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
1 Year | 8.49% | 6.44% |
3 Year | 13.31% | 13.89% |
5 Year | - | 10.79% |
1 Year
8.49%
6.44%
3 Year
13.31%
13.89%
5 Year
-
10.79%
Equity | 53.15% | 57.13% |
Cash | 20.30% | 14.28% |
Equity
53.15%
57.13%
Cash
20.30%
14.28%
Top 10 Holdings |
|
|
Top 10 Holdings
Reliance Industries Ltd. | 6.03% |
HDFC Bank Ltd. | 4.92% |
Tata Steel Ltd. | 2.57% |
Tech Mahindra Ltd. | 2.19% |
Tata Motors Passenger Vehicles Ltd. | 2.07% |
Mahindra & Mahindra Ltd. | 2.03% |
GAIL (India) Ltd. | 2.00% |
ITC Ltd. | 2.00% |
Larsen & Toubro Ltd. | 1.99% |
Bank Of Baroda | 1.98% |
Reliance Industries Ltd. | 5.70% |
HDFC Bank Ltd. | 5.06% |
State Bank of India | 4.58% |
Infosys Ltd. | 3.66% |
ICICI Bank Ltd. | 3.53% |
Mahindra & Mahindra Ltd. | 3.00% |
Larsen & Toubro Ltd. | 2.66% |
Bharti Airtel Ltd. | 1.97% |
Bajaj Finance Ltd. | 1.84% |
Tata Consultancy Services Ltd. | 1.66% |
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Start Date | - | - |
Name
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Start Date
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Description | The scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. | The scheme seeks to achieve the dual objective of capital appreciation by investing in a portfolio of equity or equity linked securities and generating income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. |
Launch Date | 12 Aug 2021 | 11 Jul 2017 |
Description
The scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.
The scheme seeks to achieve the dual objective of capital appreciation by investing in a portfolio of equity or equity linked securities and generating income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation.
Launch Date
12 Aug 2021
11 Jul 2017