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) ₹1979 Cr ₹3627 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 07 Aug 2017 04 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 2.09 1.91
Manager Hardik Shah Miten Vora
ISIN Code INF846K01A52 INF955L01HC4
Exits Load For units in excess of 10% of the investment,1% will be charged for redemption within 12 months/365 For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year./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 3.95% 3.25%
6 Month 14.5% 11.92%
1 Year 28.68% 26.06%
3 Year 13.87% 14.95%
5 Year 12.53% 16.78%

SIP Return Analysis

Scheme Name Axis Balanced Advantage Fund - Regular Plan - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month - -
1 Year 12.57% 11.22%
3 Year 26.75% 27.88%
5 Year 41.86% 50.85%

Rolling Lumpsum Returns

Scheme Name Axis Balanced Advantage Fund - Regular Plan - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 12.56% 16.71%
3 Year 32.12% 39.46%
5 Year 45.81% 54.94%

Risk Management

Scheme Name Axis Balanced Advantage Fund - Regular Plan - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 7.39% 8.78%
Sharp 0.84% 0.87%
Beta 0.95% 1.11%
Alpha 3.27% 4.06%

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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
Fund Manage 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 35.88 34.31
Large Cap 51.36 46.6
Mid Cap 7.43 13.19
Small Cap 5.34 5.9

Sector Allocation

Scheme Name

Axis Balanced Advantage Fund - Regular Plan - Growth

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

Sovereign 11.61 4.75
Financial 28.95 26.24
Energy 7.6 11
Others 9.94 12.78
Technology 4.95 3.9
Automobile 6.85 2.37
Healthcare 5.51 4.19
Communication 4.05 2.95
Construction 3.68 9.81
Chemicals 2.54 -
Consumer Staples 3.53 1.61
Insurance 2.43 -
Capital Goods 4.12 10.58
Materials 1.96 0.1
Metals & Mining 1.01 2.29
Services 1.28 5.53
Consumer Discretionary - 1.9

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