Aditya Birla Sun Life Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
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) | ₹8800 Cr | ₹4697 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹250 |
| 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 | 0.17% | -1.41% |
| 6 Month | 3.77% | 2.77% |
| 1 Year | 8.39% | 4.37% |
| 3 Year | 12.7% | 13.56% |
| 5 Year | 11.41% | 12.17% |
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 | 2.49% | 2.01% |
| 1 Year | 12.83% | 13.31% |
| 3 Year | 12.39% | 12.61% |
| 5 Year | 11.78% | 12.58% |
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 | 11.45% | 13.31% |
| 3 Year | 11.74% | 14.39% |
| 5 Year | 11.68% | 15.64% |
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 | 6.2% | 9.35% |
| Sharp | 0.89% | 0.75% |
| Beta | 1.09% | 1.30% |
| Alpha | 1.1% | 1.10% |
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 | 40.22 | 30.35 |
| Large Cap | 39.79 | 42.19 |
| Mid Cap | 12.62 | 17.9 |
| Small Cap | 7.37 | 9.57 |
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 | 27.2 | 23.66 |
| Communication Services | 1.22 | 2.92 |
| Energy | 3.41 | 4.88 |
| Technology | 8.52 | 7.08 |
| Industrials | 6.76 | 10.71 |
| Financial Services | 21.94 | 20.85 |
| Healthcare | 5.38 | 5.82 |
| Basic Materials | 6.73 | 2.84 |
| Real Estate | 3.45 | 2.24 |
| Consumer Cyclical | 7.24 | 11.7 |
| Consumer Defensive | 6.04 | 6.24 |
| Utilities | 2.11 | 1.06 |
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