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) | ₹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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