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

Link copied to clipboard!

tortoise-icon Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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 Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹10203 Cr ₹3627 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 20 Aug 2009 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 81% 173%
Expense Ratio 1.7 1.91
Manager Rahul Dedhia Miten Vora
ISIN Code INF754K01285 INF955L01HC4
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./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 Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month 2.81% 1.86%
6 Month 14.62% 12.95%
1 Year 24.95% 24.73%
3 Year 13.69% 14.74%
5 Year 16.17% 16.83%

SIP Return Analysis

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month - -
1 Year 11.59% 11.22%
3 Year 26.05% 27.88%
5 Year 48.37% 50.85%

Rolling Lumpsum Returns

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 15.85% 16.71%
3 Year 37.08% 39.46%
5 Year 51.45% 54.94%

Risk Management

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 7.27% 8.78%
Sharp 0.84% 0.87%
Beta 0.93% 1.11%
Alpha 3.19% 4.06%

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 Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name Rahul Dedhia Miten Vora
Total AUM ₹31988 Cr ₹6478 Cr
Fund Manage 10 6
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Market Cap

Scheme Name

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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

Others 21.37 34.31
Large Cap 56.06 46.6
Small Cap 3.01 5.9
Mid Cap 9.03 13.19

Sector Allocation

Scheme Name

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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

Others 17.38 12.78
Financial 24.14 26.24
Energy 9.3 11
Communication 2.95 2.95
Automobile 6.09 2.37
Construction 3.56 9.81
Technology 4.66 3.9
Sovereign 2.27 4.75
Consumer Staples 3.96 1.61
Healthcare 3.69 4.19
Services 2.94 5.53
Metals & Mining 2.56 2.29
Materials 2.32 0.1
Capital Goods 2.16 10.58
Chemicals 0.82 -
Insurance 0.35 -
Textiles 0.32 -
Consumer Discretionary - 1.9

Top Comparisons

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns5.81%

VS

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns5.81%

Compare Now

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns23.22%

VS

DSP Focus Fund - Regular Plan - Growth DSP Focus Fund - Regular Plan - Growth

3Y Returns17.02%

Compare Now

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns23.08%

VS

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns20.93%

Compare Now

Nippon India Value Fund- Growth Plan Nippon India Value Fund- Growth Plan

3Y Returns25.16%

VS

Canara Robeco Value Fund - Regular Plan - Growth Option Canara Robeco Value Fund - Regular Plan - Growth Option

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully