SBI Balanced Advantage Fund (G) vs HDFC Balanced Advantage Fund (G)
SBI Balanced Advantage Fund (G) and HDFC Balanced Advantage Fund (G) belong to Dynamic Asset Allocation or Balanced Advantage and Dynamic Asset Allocation Or Balanced Advantage respectively. Compare returns, expense ratio, risk, and portfolio performance. The 3Y return for SBI Balanced Advantage Fund (G) and HDFC Balanced Advantage Fund (G) is 16.055% and 23.008%. Check other parameters to pick the right fund.
Start comparing returns between
SBI Balanced Advantage Fund (G)
HDFC Balanced Advantage Fund (G)
Fund Returns
₹15.59
₹523.84
-
7.7%
4.9%
-
16.1%
23%
-
-
24.7%
-
-
14.2%
-
12.3%
18.2%
-
Scripbox Opinion
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Scripbox Fund Analysis
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Lowest Interest Rate Risk
The impact on fund value is very low when interest rates change
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Lowest Credit Risk
The fund has a very high credit quality compared to other debt funds
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Superior
The category has a superior investment outlook
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₹ 35566 Cr
₹ 100299.3 Cr
The fund has been a Category Leader on the Fund Size metric
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Scheme Information
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High
Anup Upadhyay
Dinesh Balachandran
Mansi Sajeja
Pradeep Kesavan
Rajeev Radhakrishnan
Anil Bamboli
Arun Agarwal
Dhruv Muchhal
Gopal Agrawal
Nirman S. Morakhia
Srinivasan Ramamurthy
Fund Managers
Anup Upadhyay
Dinesh Balachandran
Mansi Sajeja
Pradeep Kesavan
Rajeev Radhakrishnan
Anil Bamboli
Arun Agarwal
Dhruv Muchhal
Gopal Agrawal
Nirman S. Morakhia
Srinivasan Ramamurthy
Investment Objective
The scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.
The Scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.
Returns Calculator
This SIP Calculator helps you to know your returns. Fund returns are listed below based on the input.
of
for
with step-up of
-
24.68% (5Y)
-
-
₹ 7,32,612
-
-
₹ 6,51,914
-
-
₹ 13,84,526
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Step-up
Tenure
-
CAGR Returns-
Total Investment-
Wealth Gained-
Total Corpus Created With assumed returns of %24.68% (5Y)
CAGR Returns₹ 7,32,612
Total Investment₹ 6,51,914
Wealth Gained₹ 13,84,526
Total Corpus Created With assumed returns of %Asset Allocation and Holdings
Others
37.031%Hdfc bank ltd.
4.774%Icici bank ltd.
4.532%Gail (india) ltd.
3.995%Tata motors ltd.
2.991%
Others
15.4%Hdfc bank ltd.
5.77%Others
3.97%Icici bank ltd.
3.59%State bank of india
3.59%Amc Information
About
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SBI Balanced Advantage Fund (G)
Dynamic Asset Allocation or Balanced Advantage
HDFC Balanced Advantage Fund (G)
Dynamic Asset Allocation Or Balanced Advantage
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