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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) | ₹8944 Cr | ₹4748 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 | -2.21% | -3.48% |
| 6 Month | 0.23% | -1.61% |
| 1 Year | 8.77% | 7.29% |
| 3 Year | 12.28% | 12.85% |
| 5 Year | 10.73% | 11.32% |
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 | -0.49% | -1.63% |
| 1 Year | 4.42% | 2.92% |
| 3 Year | 10.04% | 9.5% |
| 5 Year | 10.63% | 11.01% |
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 | 11.36% | 13.07% |
| 3 Year | 11.76% | 14.39% |
| 5 Year | 11.66% | 15.56% |
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% | 8.78% |
| Sharp | 0.97% | 0.9% |
| Beta | 1.08% | 1.29% |
| Alpha | 1.36% | 1.58% |
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 | 40.37 | 31.46 |
| Large Cap | 38.84 | 41.95 |
| Mid Cap | 13.67 | 18.6 |
| Small Cap | 7.12 | 8 |
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 | 26.45 | 23.56 |
| Communication Services | 1.28 | 2.66 |
| Energy | 3.35 | 5.02 |
| Technology | 8.4 | 6.67 |
| Industrials | 7.14 | 10.1 |
| Financial Services | 21.89 | 21.44 |
| Healthcare | 5.33 | 5.48 |
| Basic Materials | 6.94 | 3.03 |
| Real Estate | 3.88 | 1.74 |
| Consumer Cyclical | 7.84 | 12.24 |
| Consumer Defensive | 5.45 | 7.02 |
| Utilities | 2.06 | 1.04 |
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