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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) | ₹3591 Cr | ₹4362 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 | 2.68% | 3.14% |
| 6 Month | 4.13% | 7.64% |
| 1 Year | 5.88% | 7.59% |
| 3 Year | 14.02% | 14.11% |
| 5 Year | 13.1% | 14.46% |
SIP Return Analysis
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 0.06% | -0.17% |
| 1 Year | 4.24% | 6.89% |
| 3 Year | 11.56% | 11.09% |
| 5 Year | 11.43% | 11.7% |
Rolling Lumpsum Returns
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 8.43% | 13.93% |
| 3 Year | 10.68% | 14.44% |
| 5 Year | 10.45% | 15.82% |
Risk Management
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 7.49% | 9.37% |
| Sharp | 0.93% | 0.77% |
| Beta | 1.06% | 1.29% |
| Alpha | 1.60% | 0.66% |
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 | 35.01 | 25.79 |
| Large Cap | 56.65 | 44.65 |
| Mid Cap | 5.84 | 19.6 |
| Small Cap | 2.51 | 9.95 |
Sector Allocation
| Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 29.95 | 16.05 |
| Energy | 6.86 | 5.26 |
| Technology | 8.14 | 5.93 |
| Industrials | 7.02 | 10.2 |
| Financial Services | 22.29 | 25.86 |
| Basic Materials | 3.67 | 3.03 |
| Healthcare | 5.28 | 6.09 |
| Consumer Defensive | 4.2 | 6.04 |
| Consumer Cyclical | 6.85 | 11.56 |
| Communication Services | 2.02 | 4.31 |
| Real Estate | 1.37 | 4.19 |
| Utilities | 2.34 | 1.49 |
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