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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) ₹8617 Cr ₹4545 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 1.04% 0.32%
6 Month 4.16% 3.8%
1 Year 7.84% 4.78%
3 Year 12.47% 13.57%
5 Year 11.86% 12.7%

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 2.88% 2.9%
1 Year 13.37% 14.23%
3 Year 12.55% 12.95%
5 Year 11.88% 12.81%

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 11.48% 13.35%
3 Year 11.73% 14.42%
5 Year 11.68% 15.66%

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 7.32% 9.35%
Sharp 0.76% 0.75%
Beta 1.06% 1.30%
Alpha 0.72% 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 14.98 25.79
Large Cap 47.96 44.65
Mid Cap 10.89 19.6
Small Cap 10.6 9.95

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 10.16 16.41
Telecom - Services 1.23 -
Petroleum Products 2.9 -
IT - Software 8.33 -
Construction 1.53 -
Pharmaceuticals & Biotechnology 3.27 -
Non - Ferrous Metals 1.49 -
Insurance 3.27 -
Banks 15.93 -
Realty 3.69 -
Healthcare Services 0.76 -
Cement & Cement Products 0.97 -
Aerospace & Defense 0.02 -
Electrical Equipment 0.83 -
Auto Components 3.54 -
Chemicals & Petrochemicals 1.43 -
Automobiles 1.79 -
Personal Products 1.82 -
Leisure Services 0.48 -
Agricultural Food & other Products 0.66 -
Industrial Products 1.49 -
Finance 4.7 -
IT - Services 0.05 -
Consumer Services 0.31 -
Diversified FMCG 1.01 -
Consumer Durables 2.4 -
Transport Infrastructure 1.17 -
Retailing 1.15 -
Beverages 1.62 -
Diversified Metals 0.83 -
Oil 0.44 -
Power 2.23 -
Fertilizers & Agrochemicals 1.02 -
Capital Markets 0.46 -
Ferrous Metals 1.45 -
Energy - 5.26
Technology - 5.93
Industrials - 10.2
Basic Materials - 3.03
Financial Services - 25.86
Consumer Defensive - 6.04
Healthcare - 6.09
Real Estate - 4.19
Consumer Cyclical - 11.56
Utilities - 1.12
Communication Services - 4.31

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