Compare SBI Balanced Advantage Fund - Direct (G) vs SBI BlueChip Fund - Direct (G) Online

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SBI Balanced Advantage Fund - Direct (G) vs SBI BlueChip Fund - Direct (G)

SBI Balanced Advantage Fund - Direct (G)

9.06%

SBI BlueChip Fund - Direct (G)

11.1%

Graph not available

About Fund

Custodian

Citi Bank HDFC Bank Ltd. Stock Holding Corporation of India

Registrar

Computer Age Management Services Pvt. Ltd Computronics Financial Services India Ltd Datamatics Financial Software Services Ltd

Custodian

Citi Bank HDFC Bank Ltd. Stock Holding Corporation of India

Registrar

Computer Age Management Services Pvt. Ltd Computronics Financial Services India Ltd Datamatics Financial Software Services Ltd

Fund Details

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

34015.41

Expense Ratio

NAV

15.5785

Launch Date

August 12, 2021

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

49394.17

Expense Ratio

1.94

NAV

98.2809

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

34015.41

Expense Ratio

NAV

15.5785

Launch Date

August 12, 2021

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

49394.17

Expense Ratio

1.94

NAV

98.2809

Launch Date

January 1, 2013

Exit Load

15.25 %

9.06 %

23.79 %

16.3 %

11.1 %

Fund Manager

Dinesh Balachandran

Qualification

B.Tech (IIT-B) and M.S. (MIT,USA).

Experience

He has over 11 years of experience in the industry primarily as Research Analyst. Prior to joining SBIFM, He was Research Analyst with Fidelity Investment, USA for ten years.

Fund Manager

Gaurav Mehta

Qualification

PGBM, IIM Lucknow, B Tech., IIT Bombay, CFA Charter holder, CFA Institute, USA.

Experience

Prior to joining SBI Mutual Fund he has worked with Ambit Investment Advisor, Institutional equities at Ambit Capital & Edelweiss Capital.

Fund Manager

Saurabh Pant

Qualification

B.Com, MBE,C.F.A(USA) Level III candidate.

Experience

He has over 4 years of experience in Indian Capital Markets as a research analyst. He has been associated with SBIFMPL since May 2007.

Fund Manager

Sohini Andani

Qualification

B.Com,CA.,

Experience

Prior to joining SBI Mutual Fund she has worked with ING Investment Management Pvt. Ltd., ASK Raymond James & Associates Pvt. Ltd., LKP Shares & securities Ltd., Advani Share Broker Pvt. Ltd., CRISIL, and K R Choksey Shares & Securities Pvt. Ltd.

Get your FAQs right

When comparing SBI Balanced Advantage Fund - Direct (G) vs SBI BlueChip Fund - Direct (G), consider factors such as historical performance, expense ratios, investment strategy, risk level, and the fund manager's credibility. Moreover, look at asset allocation and how each fund fits your investment goals.

Yes, you can invest in both SBI Balanced Advantage Fund - Direct (G) and SBI BlueChip Fund - Direct (G) at the same time. This can help diversify your portfolio and balance risk, provided the fund manager's investment strategies streamline each other.

While comparing SBI Balanced Advantage Fund - Direct (G) and SBI BlueChip Fund - Direct (G), the portfolio turnover ratio indicates how frequently assets within the fund are bought and sold. A high turnover may lead to higher transaction costs and tax implications, while a low turnover ratio indicates a buy-and-hold strategy.

Yes, you can typically switch between SBI Balanced Advantage Fund - Direct (G) and SBI BlueChip Fund - Direct (G), subject to the fund's policies and any applicable fees. It is important to consider potential tax implications and the timing of your switch.

Yes, you can compare SBI Balanced Advantage Fund - Direct (G) and SBI BlueChip Fund - Direct (G) based on their dividend payouts. Look at dividends profit, consistency, and growth, as these factors can influence your overall return on investment.

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