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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) | ₹3431 Cr | ₹4424 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 | -0.91% | -2.11% |
| 6 Month | 5.27% | 10.14% |
| 1 Year | 5.22% | 4.89% |
| 3 Year | 13.11% | 13.7% |
| 5 Year | 13.12% | 14.61% |
SIP Return Analysis
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 1.48% | 3.77% |
| 1 Year | 2.83% | 6.17% |
| 3 Year | 12.89% | 12.46% |
| 5 Year | 12.05% | 12.45% |
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 | 7.58% | 9.22% |
| Sharp | 0.91% | 0.88% |
| 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 | 36.86 | 33.32 |
| Large Cap | 54.94 | 40.3 |
| Mid Cap | 5.37 | 15.9 |
| Small Cap | 2.84 | 10.48 |
Sector Allocation
| Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 32.11 | 23.44 |
| Energy | 7.26 | 5.49 |
| Technology | 7.07 | 5.23 |
| Basic Materials | 3.57 | 1.38 |
| Consumer Defensive | 3.25 | 3.66 |
| Industrials | 7.13 | 10.58 |
| Financial Services | 22.96 | 25.87 |
| Healthcare | 5.67 | 6.74 |
| Consumer Cyclical | 5.44 | 7.88 |
| Communication Services | 2.4 | 4.64 |
| Utilities | 2.56 | 1.42 |
| Real Estate | 0.57 | 3.67 |
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