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Baroda BNP Paribas Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

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tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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