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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) | ₹3810 Cr | ₹4697 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| 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 | 0.09% | 0.05% |
| 6 Month | 2.65% | 2.67% |
| 1 Year | 6.74% | 7.81% |
| 3 Year | 14.67% | 14.59% |
| 5 Year | 11.66% | 12.47% |
SIP Return Analysis
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 2.5% | 2.85% |
| 1 Year | 9.43% | 13.2% |
| 3 Year | 12.67% | 12.67% |
| 5 Year | 12.26% | 12.76% |
Rolling Lumpsum Returns
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 7.93% | 13.31% |
| 3 Year | 10.9% | 14.39% |
| 5 Year | 10.7% | 15.64% |
Risk Management
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 7.39% | 8.78% |
| Sharp | 1.02% | 0.85% |
| Beta | 1.1% | 1.29% |
| Alpha | 2.18% | 1.57% |
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 | 35.01 | 30.35 |
| Large Cap | 57.06 | 42.19 |
| Mid Cap | 5.16 | 17.9 |
| Small Cap | 2.77 | 9.57 |
Sector Allocation
| Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 28.65 | 23.66 |
| Energy | 6.73 | 4.88 |
| Technology | 9.23 | 7.08 |
| Industrials | 7.6 | 10.71 |
| Financial Services | 21.62 | 20.85 |
| Basic Materials | 3.51 | 2.84 |
| Healthcare | 5.03 | 5.82 |
| Consumer Defensive | 4.69 | 6.24 |
| Consumer Cyclical | 7.12 | 11.7 |
| Real Estate | 1.5 | 2.24 |
| Communication Services | 2.15 | 2.92 |
| Utilities | 2.18 | 1.06 |
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