Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹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-icons

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 Franklin Build India Fund Growth Plan

3Y Returns33%

VS

Quant Infrastructure Fund - Growth Option Quant Infrastructure Fund - Growth Option

3Y Returns24.31%

Compare Now

HDFC Pharma and Healthcare Fund - Regular (G) HDFC Pharma and Healthcare Fund - Regular (G)

3Y Returns0%

VS

Nippon India Pharma Fund-Growth Plan-Growth Option Nippon India Pharma Fund-Growth Plan-Growth Option

3Y Returns22.97%

Compare Now

Tata Floating Rate Fund-Regular Plan-Growth Tata Floating Rate Fund-Regular Plan-Growth

3Y Returns7.46%

VS

UTI - Floater Fund - Regular Plan  - Growth Option UTI - Floater Fund - Regular Plan - Growth Option

3Y Returns6.85%

Compare Now

FRANKLIN INDIA MONEY MARKET FUND-GROWTH FRANKLIN INDIA MONEY MARKET FUND-GROWTH

3Y Returns7.23%

VS

SBI Savings Fund - Regular Plan - Growth SBI Savings Fund - Regular Plan - Growth

3Y Returns6.87%

Compare Now
Add to Cart Successfully