What factors should I consider when comparing SBI Balanced Advantage Fund - Direct (G) vs SBI Flexi Cap Fund - Direct (G)?

When comparing SBI Balanced Advantage Fund - Direct (G) vs SBI Flexi Cap 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.

Can I invest in SBI Balanced Advantage Fund - Direct (G) and SBI Flexi Cap Fund - Direct (G) simultaneously?

Yes, you can invest in both SBI Balanced Advantage Fund - Direct (G) and SBI Flexi Cap 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.

What does the portfolio turnover ratio tell us when comparing SBI Balanced Advantage Fund - Direct (G) and SBI Flexi Cap Fund - Direct (G)?

While comparing SBI Balanced Advantage Fund - Direct (G) and SBI Flexi Cap 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.

Can I switch between SBI Balanced Advantage Fund - Direct (G) and SBI Flexi Cap Fund - Direct (G) if needed?

Yes, you can typically switch between SBI Balanced Advantage Fund - Direct (G) and SBI Flexi Cap 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.

Can I compare SBI Balanced Advantage Fund - Direct (G) and SBI Flexi Cap Fund - Direct (G) based on their dividend payout?

Yes, you can compare SBI Balanced Advantage Fund - Direct (G) and SBI Flexi Cap 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.

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

Home

Mutual Funds

Compare Mutual Funds

SBI Balanced Advantage Fund - Direct (G) vs SBI Flexi Cap Fund - Direct (G)

SBI Balanced Advantage Fund - Direct (G)

4.48%

SBI Flexi Cap Fund - Direct (G)

-0.24%

Loading chart...

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

41512.85

Expense Ratio

NAV

16.6383

Launch Date

August 12, 2021

Exit Load

Risk

Very High Risk

Min SIP Amount

1000

Fund Size

22685.08

Expense Ratio

1.94

NAV

120.1374

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

41512.85

Expense Ratio

NAV

16.6383

Launch Date

August 12, 2021

Exit Load

Risk

Very High Risk

Min SIP Amount

1000

Fund Size

22685.08

Expense Ratio

1.94

NAV

120.1374

Launch Date

January 1, 2013

Exit Load

10.84 %

4.48 %

9.69 %

8.85 %

-0.24 %

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

Anup Upadhyay

Qualification

B.Tech (Hons),PGDM.,

Experience

He has over 7 years of experience with over 4 year experience in financial services. He joined SBIFMPL in may,2007 as an analyst and currently he is a Fund Manager.

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

R Srinivasan

Qualification

M.Com., MFM from University of Bombay.

Experience

Prior to joining SBI he has worked with Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.

Fund Manager

Richard D'souza

Qualification

B.Sc Physics from Mumbai University

Experience

Prior to joining SBI Fund Management in 2010 he has worked with Ask Investment Managers Pvt. Ltd., Antique Share & Stock Brokers Pvt. Ltd, Sunidhi Consultancy Ltd. and Alchemy Share & Stock Brokers Pvt. Ltd.

SBI Balanced Advantage Fund - Direct (G) vs SBI Flexi Cap Fund - Direct (G)

SBI Balanced Advantage Fund - Direct (G)

4.48%

SBI Flexi Cap Fund - Direct (G)

-0.24%

About Fund

Fund Details

Get your FAQs right