HomeGreater Than Icon
Mutual FundsGreater Than Icon
Compare Mutual FundsGreater Than Icon
SBI Balanced Advantage Fund - Direct (G) vs SBI Midcap Fund - Direct (G)

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

stock1

SBI Balanced Advantage Fund - Direct (G)

5.26%

stock2

SBI Midcap Fund - Direct (G)

0.45%

Graph not available
Graph not available

About Fund

Citi Bank HDFC Bank Ltd. Stock Holding Corporation of India

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

Citi Bank HDFC Bank Ltd. Stock Holding Corporation of India

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

Very High Risk

5000

36637.47

-

15.7805

August 12, 2021

-

Very High Risk

5000

23269.00

1.89

253.4927

January 1, 2013

1

-

14.76 %

5.26 %

27.66 %

17.53 %

0.45 %

Dinesh Balachandran

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

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.

Gaurav Mehta

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

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

Bhavin Vithiani

B. Com, MMS (Finance)

Mr. Bhavin Vithlani joined SBIFML in October 2018 as an Equity Research Analyst. He has over 19 years of experience in the finance sector. Prior to joining SBIFML, he was previously associated with following entities (assignments held during last 10 years): Axis Capital Limited (Erstwhile ENAM Securities Private Limited) (March 2006 - September 2018) - Primarily involved in equity research for Industrial and Power Sectors. Tower Capital & Securities Private Limited (October 2004 - March 2006) - Primarily involved in equity research for Industrial Sectors.

Sohini Andani

B.Com,CA.,

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 Midcap 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 Midcap 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 Midcap 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 Midcap 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 Midcap 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.

Join the Future of Trading

with BlinkX

#ItsATraderThing

Open Trading Account
Verify your phone
+91
*By signing up you agree to our terms & conditions