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Aditya Birla Sun Life Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹7710 Cr ₹4304 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 23 May 2000 13 Nov 2018
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 240% 173%
Expense Ratio 1.8 1.89
Manager Lovelish Solanki Miten Vora
ISIN Code INF084M01AB8 INF955L01HC4
Exits Load Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month 2.45% 2.71%
6 Month 6.77% 4.86%
1 Year 8.77% 8.16%
3 Year 15.48% 18.24%
5 Year 14.94% 16.82%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month 7.53% 9.21%
1 Year 14.28% 15.28%
3 Year 14.78% 15.94%
5 Year 13.3% 14.55%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 11.28% 14.9%
3 Year 11.48% 14.38%
5 Year 11.23% 15.85%

Risk Management

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 7.53% 9.80%
Sharp 1.11% 1.12%
Beta 1% -
Alpha 1.01% -

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Fund Managers

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name Lovelish Solanki Miten Vora
Total AUM ₹14756 Cr ₹6478 Cr
Funds Managed 2 6
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 32.99 28.89
Large Cap 49.6 42.74
Mid Cap 16.11 17.41
Small Cap 5.72 10.96

Sector Allocation

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 28.81 20.22
Telecom - Services 1.41 -
Petroleum Products 4.19 -
Electrical Equipment 1.73 -
IT - Software 6.81 -
Cement & Cement Products 2.16 -
Construction 1.95 -
Finance 4.16 -
Retailing 2.47 -
Pharmaceuticals & Biotechnology 3.93 -
Non - Ferrous Metals 1.65 -
Banks 15.1 -
Realty 2.61 -
Healthcare Services 0.61 -
Auto Components 3.85 -
Automobiles 2 -
Personal Products 2 -
Agricultural Food & other Products 0.16 -
Industrial Products 1.86 -
Insurance 2.74 -
Diversified FMCG 1.12 -
Consumer Durables 2.19 -
Transport Infrastructure 1.06 -
Diversified Metals 0.71 -
Oil 0.61 -
Power 2.26 -
Fertilizers & Agrochemicals 0.65 -
Minerals & Mining 0.44 -
Transport Services 0.52 -
Chemicals & Petrochemicals 0.72 -
Beverages 1.99 -
Ferrous Metals 1.44 -
Leisure Services 0.51 -
Energy - 5.77
Technology - 5.54
Industrials - 12.13
Basic Materials - 2.09
Financial Services - 25.46
Consumer Defensive - 5.03
Healthcare - 6.85
Real Estate - 2.31
Utilities - 2.36
Consumer Cyclical - 8.03
Communication Services - 4.21

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