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) | ₹8371 Cr | ₹4362 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
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 | 0.75% | 1.37% |
6 Month | 7.08% | 8.82% |
1 Year | 5.95% | 5.6% |
3 Year | 13.42% | 14.82% |
5 Year | 13.75% | 14.13% |
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 | 1.83% | 2.26% |
1 Year | 11.42% | 12.09% |
3 Year | 12.68% | 13.26% |
5 Year | 11.97% | 12.96% |
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 | 11.08% | 13.93% |
3 Year | 11.55% | 14.44% |
5 Year | 11.4% | 15.82% |
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% | 9.31% |
Sharp | 0.9% | 0.75% |
Beta | 0.13% | - |
Alpha | 5.98% | - |
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 | 37.79 | 25.79 |
Large Cap | 41.39 | 44.65 |
Mid Cap | 12.96 | 19.6 |
Small Cap | 7.85 | 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 | 28.44 | 16.05 |
Communication Services | 1.19 | 4.31 |
Energy | 3.24 | 5.26 |
Technology | 8.75 | 5.93 |
Industrials | 7.3 | 10.2 |
Financial Services | 22.13 | 25.86 |
Healthcare | 4.21 | 6.09 |
Basic Materials | 7.15 | 3.03 |
Real Estate | 3.2 | 4.19 |
Consumer Cyclical | 6.55 | 11.56 |
Consumer Defensive | 5.63 | 6.04 |
Utilities | 2.21 | 1.49 |
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