Axis Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare
Axis Balanced Advantage Fund - Regular Plan - Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Fund | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2652 Cr | ₹4078 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Aug 2017 | 13 Nov 2018 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 24% | 173% |
Expense Ratio | 2 | 1.89 |
Manager | Hardik Shah | Miten Vora |
ISIN Code | INF846K01A52 | INF955L01HC4 |
Exits Load | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Month | 2.39% | 2.23% |
6 Month | 1.58% | 0.03% |
1 Year | 13.12% | 6.83% |
3 Year | 14.19% | 13.42% |
5 Year | 14.2% | 17.04% |
SIP Return Analysis
Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | 2.28% | 1.39% |
1 Year | 4.99% | 0.81% |
3 Year | 15.41% | 13.07% |
5 Year | 13.48% | 12.98% |
Rolling Lumpsum Returns
Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Year | 8.22% | 15.87% |
3 Year | 9.95% | 14.5% |
5 Year | 8.8% | 15.77% |
Risk Management
Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 8.096% | 10.009% |
Sharp | 0.607% | 0.418% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Name | Hardik Shah | Miten Vora |
Total AUM | ₹0 Cr | ₹6478 Cr |
Funds Managed | 12 | 6 |
Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 34.05 | 31.15 |
Large Cap | 56.4 | 42.99 |
Mid Cap | 5.5 | 14.66 |
Small Cap | 4.04 | 11.21 |
Sector Allocation
Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 32.81 | 26.01 |
Energy | 7.7 | 7.58 |
Industrials | 5.28 | 12.94 |
Technology | 6.58 | 7.73 |
Basic Materials | 3.97 | 0.99 |
Consumer Defensive | 2.51 | 2.53 |
Financial Services | 21.88 | 22.52 |
Healthcare | 5.99 | 6.54 |
Consumer Cyclical | 7.77 | 6.34 |
Communication Services | 3.08 | 3.73 |
Utilities | 1.99 | 3.08 |
Real Estate | 0.43 | - |
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