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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) ₹7239 Cr ₹4078 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 1.6% 2.21%
6 Month 5.19% 2.95%
1 Year 11.08% 7.94%
3 Year 14.48% 16.09%
5 Year 17.36% 18.31%

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 6.27% 5.24%
1 Year 11.16% 7.92%
3 Year 14.68% 14.8%
5 Year 13.26% 13.84%

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 11.38% 15.87%
3 Year 11.47% 14.5%
5 Year 11.16% 15.77%

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% 10.009%
Sharp 0.81% 0.418%
Beta 0.99% -
Alpha 1.33% -

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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 25.01 31.15
Large Cap 51.99 42.99
Mid Cap 16.38 14.66
Small Cap 5.03 11.21

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 20.8 26.01
Telecom - Services 1.68 -
Petroleum Products 4.68 -
Electrical Equipment 1.64 -
IT - Software 5.92 -
Cement & Cement Products 2.05 -
Personal Products 2.11 -
Construction 1.88 -
Finance 4.7 -
Retailing 2.84 -
Banks 15.51 -
Pharmaceuticals & Biotechnology 3.71 -
Non - Ferrous Metals 1.78 -
Realty 2.63 -
Healthcare Services 0.95 -
Aerospace & Defense 0.35 -
Auto Components 3.22 -
Ferrous Metals 1.65 -
Automobiles 1.56 -
Industrial Products 1.83 -
Insurance 2.93 -
Diversified FMCG 1.03 -
Consumer Durables 1.48 -
Transport Infrastructure 1.63 -
Diversified Metals 0.74 -
Oil 0.6 -
Power 2.36 -
Fertilizers & Agrochemicals 0.75 -
Leisure Services 0.56 -
Metals & Minerals Trading 0.14 -
Consumable Fuels 0.29 -
Minerals & Mining 0.59 -
Transport Services 0.78 -
Chemicals & Petrochemicals 0.89 -
Beverages 2.15 -
Energy - 7.58
Industrials - 12.94
Technology - 7.73
Consumer Cyclical - 6.34
Financial Services - 22.52
Healthcare - 6.54
Basic Materials - 0.99
Utilities - 3.08
Consumer Defensive - 2.53
Communication Services - 3.73

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