Baroda BNP Paribas Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
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) | ₹8617 Cr | ₹4545 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹250 |
| 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 | 0.86% | 0.2% |
| 6 Month | 4.37% | 4.16% |
| 1 Year | 8% | 5.35% |
| 3 Year | 12.4% | 13.55% |
| 5 Year | 11.83% | 12.68% |
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 | 2.68% | 3.92% |
| 1 Year | 12.75% | 16.07% |
| 3 Year | 12.66% | 13.91% |
| 5 Year | 11.99% | 13.38% |
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 | 11.48% | 13.35% |
| 3 Year | 11.73% | 14.42% |
| 5 Year | 11.68% | 15.66% |
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% | 9.37% |
| Sharp | 0.92% | 0.77% |
| Beta | 1.07% | 1.29% |
| Alpha | 0.95% | 0.66% |
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 | 14.98 | 25.79 |
| Large Cap | 47.96 | 44.65 |
| Mid Cap | 10.89 | 19.6 |
| Small Cap | 10.6 | 9.95 |
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 | 10.16 | 16.41 |
| Telecom - Services | 1.23 | - |
| Petroleum Products | 2.9 | - |
| IT - Software | 8.33 | - |
| Construction | 1.53 | - |
| Pharmaceuticals & Biotechnology | 3.27 | - |
| Non - Ferrous Metals | 1.49 | - |
| Insurance | 3.27 | - |
| Banks | 15.93 | - |
| Realty | 3.69 | - |
| Healthcare Services | 0.76 | - |
| Cement & Cement Products | 0.97 | - |
| Aerospace & Defense | 0.02 | - |
| Electrical Equipment | 0.83 | - |
| Auto Components | 3.54 | - |
| Chemicals & Petrochemicals | 1.43 | - |
| Automobiles | 1.79 | - |
| Personal Products | 1.82 | - |
| Leisure Services | 0.48 | - |
| Agricultural Food & other Products | 0.66 | - |
| Industrial Products | 1.49 | - |
| Finance | 4.7 | - |
| IT - Services | 0.05 | - |
| Consumer Services | 0.31 | - |
| Diversified FMCG | 1.01 | - |
| Consumer Durables | 2.4 | - |
| Transport Infrastructure | 1.17 | - |
| Retailing | 1.15 | - |
| Beverages | 1.62 | - |
| Diversified Metals | 0.83 | - |
| Oil | 0.44 | - |
| Power | 2.23 | - |
| Fertilizers & Agrochemicals | 1.02 | - |
| Capital Markets | 0.46 | - |
| Ferrous Metals | 1.45 | - |
| Energy | - | 5.26 |
| Technology | - | 5.93 |
| Industrials | - | 10.2 |
| Basic Materials | - | 3.03 |
| Financial Services | - | 25.86 |
| Consumer Defensive | - | 6.04 |
| Healthcare | - | 6.09 |
| Real Estate | - | 4.19 |
| Consumer Cyclical | - | 11.56 |
| Utilities | - | 1.12 |
| Communication Services | - | 4.31 |
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