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) | ₹2652 Cr | ₹4078 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 | 3.67% | 4.93% |
6 Month | 4.6% | 3.84% |
1 Year | 14.14% | 9.74% |
3 Year | 16% | 16.42% |
5 Year | 15.04% | 18.15% |
SIP Return Analysis
Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | 4.34% | 5.24% |
1 Year | 8.91% | 7.92% |
3 Year | 16.26% | 14.8% |
5 Year | 13.9% | 13.84% |
Rolling Lumpsum Returns
Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Year | 8.22% | 15.87% |
3 Year | 9.95% | 14.5% |
5 Year | 8.8% | 15.77% |
Risk Management
Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 8.096% | 10.009% |
Sharp | 0.607% | 0.418% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 34.05 | 31.15 |
Large Cap | 56.4 | 42.99 |
Mid Cap | 5.5 | 14.66 |
Small Cap | 4.04 | 11.21 |
Sector Allocation
Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 32.81 | 26.01 |
Energy | 7.7 | 7.58 |
Industrials | 5.28 | 12.94 |
Technology | 6.58 | 7.73 |
Basic Materials | 3.97 | 0.99 |
Consumer Defensive | 2.51 | 2.53 |
Financial Services | 21.88 | 22.52 |
Healthcare | 5.99 | 6.54 |
Consumer Cyclical | 7.77 | 6.34 |
Communication Services | 3.08 | 3.73 |
Utilities | 1.99 | 3.08 |
Real Estate | 0.43 | - |
Top Comparisons
Franklin Build India Fund Growth Plan
3Y Returns33%
Quant Infrastructure Fund - Growth Option
3Y Returns24.31%
HDFC Pharma and Healthcare Fund - Regular (G)
3Y Returns0%
Nippon India Pharma Fund-Growth Plan-Growth Option
3Y Returns22.97%
Tata Floating Rate Fund-Regular Plan-Growth
3Y Returns7.46%
UTI - Floater Fund - Regular Plan - Growth Option
3Y Returns6.85%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.23%
SBI Savings Fund - Regular Plan - Growth
3Y Returns6.87%