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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) | ₹3489 Cr | ₹4332 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 | 1.78% | 2.12% |
| 6 Month | 7.8% | 13.07% |
| 1 Year | 2.27% | 3.05% |
| 3 Year | 13.92% | 14.19% |
| 5 Year | 13.26% | 14.3% |
SIP Return Analysis
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 1.77% | 2.27% |
| 1 Year | 6.76% | 9.33% |
| 3 Year | 13.5% | 12.81% |
| 5 Year | 12.39% | 12.61% |
Rolling Lumpsum Returns
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 8.63% | 14.36% |
| 3 Year | 10.55% | 14.5% |
| 5 Year | 10.25% | 15.98% |
Risk Management
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 7.64% | 9.43% |
| Sharp | 0.76% | 0.66% |
| Beta | - | - |
| Alpha | - | - |
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 | 36.15 | 26.99 |
| Large Cap | 55.89 | 45.99 |
| Mid Cap | 5.43 | 17.09 |
| Small Cap | 2.53 | 9.93 |
Sector Allocation
| Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 30.96 | 17.1 |
| Energy | 6.94 | 4.96 |
| Technology | 8.11 | 6.69 |
| Industrials | 7.49 | 10.7 |
| Financial Services | 21.75 | 26.34 |
| Healthcare | 5.4 | 6.6 |
| Consumer Defensive | 4.16 | 5.4 |
| Basic Materials | 3.62 | 2.45 |
| Consumer Cyclical | 5.81 | 9.48 |
| Communication Services | 2.21 | 4.81 |
| Real Estate | 1.05 | 3.97 |
| Utilities | 2.51 | 1.5 |
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