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) | ₹8208 Cr | ₹4332 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 | 1.51% | 1.25% |
6 Month | 11.09% | 12.68% |
1 Year | 4.01% | 2.39% |
3 Year | 12.36% | 13.33% |
5 Year | 13.71% | 14.16% |
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 | 2.53% | 2.27% |
1 Year | 10.66% | 9.33% |
3 Year | 12.72% | 12.81% |
5 Year | 11.95% | 12.61% |
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 | 11.15% | 14.36% |
3 Year | 11.52% | 14.5% |
5 Year | 11.34% | 15.98% |
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% | 9.43% |
Sharp | 0.84% | 0.66% |
Beta | 0.1% | - |
Alpha | 5.69% | - |
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 | 37.74 | 33.32 |
Large Cap | 42.5 | 40.3 |
Mid Cap | 12.73 | 15.9 |
Small Cap | 7.03 | 10.48 |
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 | 29.34 | 23.44 |
Communication Services | 1.25 | 4.64 |
Energy | 3.71 | 5.49 |
Technology | 7.26 | 5.23 |
Basic Materials | 6.87 | 1.38 |
Industrials | 7.56 | 10.58 |
Financial Services | 22.35 | 25.87 |
Consumer Cyclical | 6.46 | 7.88 |
Healthcare | 4.08 | 6.74 |
Real Estate | 3.01 | 3.67 |
Consumer Defensive | 5.94 | 3.66 |
Utilities | 2.17 | 1.42 |
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