Baroda BNP Paribas Balanced Advantage Fund vs Axis 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) | ₹3342 Cr | ₹4413 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 | -1.04% | -0.83% |
6 Month | 4.87% | 9.13% |
1 Year | 4.24% | 5.66% |
3 Year | 14.03% | 15.31% |
5 Year | 13.21% | 15.45% |
SIP Return Analysis
Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | 2.21% | 5.64% |
1 Year | 5.17% | 10.67% |
3 Year | 14.27% | 14.64% |
5 Year | 12.94% | 13.8% |
Rolling Lumpsum Returns
Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Year | 8.75% | 14.9% |
3 Year | 10.38% | 14.38% |
5 Year | 9.89% | 15.85% |
Risk Management
Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 7.80% | 9.80% |
Sharp | 1.16% | 1.12% |
Beta | - | - |
Alpha | - | - |
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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 | 36.84 | 31.42 |
Large Cap | 55.12 | 41.17 |
Mid Cap | 4.8 | 16.93 |
Small Cap | 3.25 | 10.48 |
Sector Allocation
Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 32.21 | 22.13 |
Energy | 8.05 | 5.91 |
Technology | 7.29 | 5.34 |
Basic Materials | 3.7 | 1.37 |
Consumer Defensive | 3.56 | 3.63 |
Industrials | 6.68 | 10.96 |
Financial Services | 22 | 26.33 |
Healthcare | 4.45 | 6.78 |
Consumer Cyclical | 6.33 | 7.53 |
Communication Services | 2.72 | 4.82 |
Utilities | 2.36 | 2.32 |
Real Estate | 0.64 | 2.87 |
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