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 11.742% and 14.765%. Check other parameters to pick the right fund.
Start comparing returns between
SBI Balanced Advantage Fund (G)
HDFC Balanced Advantage Fund (G)
Fund Returns
₹15.11
₹489.25
-
3%
-0.2%
-
11.7%
14.8%
-
-
15.4%
-
-
14%
-
9.4%
17.5%
-
Scripbox Opinion
Explore similar funds with a Scripbox plan. Explore the plan below.
Scripbox Fund Analysis
-
Lowest Interest Rate Risk
The impact on fund value is very low when interest rates change
-
-
Lowest Credit Risk
The fund has a very high credit quality compared to other debt funds
-
-
Superior
The category has a superior investment outlook
-
₹ 40952.5 Cr
₹ 107589.7 Cr
The fund has been a Category Leader on the Fund Size metric
-
Scheme Information
Low
Low to Moderate
Moderate
Moderately High
High
Very High
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
Nandita Menezes
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
Nandita Menezes
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
-
15.39% (5Y)
-
-
₹ 7,32,612
-
-
₹ 3,42,741
-
-
₹ 10,75,353
-
Step-up
Tenure
-
CAGR Returns-
Total Investment-
Wealth Gained-
Total Corpus Created With assumed returns of %15.39% (5Y)
CAGR Returns₹ 7,32,612
Total Investment₹ 3,42,741
Wealth Gained₹ 10,75,353
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 passenger vehicles...
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
Contact Information
Invest in the Best Mutual Fund
Select a fund that suits your investment goals and start investing through Scripbox
SBI Balanced Advantage Fund (G)
Dynamic Asset Allocation or Balanced Advantage
HDFC Balanced Advantage Fund (G)
Dynamic Asset Allocation Or Balanced Advantage
Popular Mutual Fund Comparision
Compare between top searched mutual funds and find the best mutual fund that suits your lnvestment goals.
Parag Parikh Flexi Cap Fund Direct (G)
Flexi Cap
₹ 1,34,254
Fund Size
16.435%
5 Year CAGR
5 Y CAGR
HDFC Flexi Cap Fund Direct (G)
Flexi Cap
₹ 1,00,456
Fund Size
18.691%
5 Year CAGR
5 Y CAGR
DSP ELSS Tax Saver Fund Direct (G)
Tax Saving
₹ 17,250
Fund Size
14.868%
5 Year CAGR
5 Y CAGR
HDFC Large and Mid Cap Fund (G)
Large & Mid Cap
₹ 28,581
Fund Size
15.462%
5 Year CAGR
5 Y CAGR
ICICI Prudential Large Cap Fund (G)
Large Cap
₹ 77,452
Fund Size
13.238%
5 Year CAGR
5 Y CAGR
SBI ELSS Tax Saver Fund (G)
Tax Saving
₹ 32,172
Fund Size
16.728%
5 Year CAGR
5 Y CAGR