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

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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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	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)	₹13411 Cr	₹4697 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹250
Min Addl Investment	₹100	₹1000
Launch Date	20 Aug 2009	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	81%	173%
Expense Ratio	1.69	1.89
Manager	Rahul Dedhia	Miten Vora
ISIN Code	INF754K01285	INF955L01HC4
Exits Load	Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	Data not available./365

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	1.09%	0.91%
6 Month	3.49%	2.46%
1 Year	7.72%	8.81%
3 Year	13.33%	14.81%
5 Year	11.59%	12.27%

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	3.75%	3.53%
1 Year	13.41%	15.14%
3 Year	11.35%	13.02%
5 Year	11.3%	12.92%

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	9.14%	13.23%
3 Year	11.73%	14.4%
5 Year	11.54%	15.61%

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	0.76%	0.85%
Beta	1.13%	1.29%
Alpha	0.54%	1.57%

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
Funds Managed	10	6
	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	16.14	26.91
Large Cap	61.72	44.43
Mid Cap	15.34	21.26
Small Cap	4.62	7.4

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	15.9	22.21
Petroleum Products	5.01	4.89
Power	1.96	1.31
IT - Software	6.41	4.38
Auto Components	1.97	2.56
Construction	3.06	4.22
Retailing	2.17	3.73
Finance	7.48	2.18
Consumer Durables	1.87	2.55
Healthcare Services	2.01	0.83
Diversified FMCG	2.44	1.58
Non - Ferrous Metals	0.89	-
Banks	17.99	14.08
Pharmaceuticals & Biotechnology	4.16	4.09
Aerospace & Defense	1.09	1.75
Commercial Services & Supplies	0.05	0.6
Electrical Equipment	1.75	4.08
Ferrous Metals	1.07	1.11
Realty	0.4	0.56
Automobiles	6.88	3.89
Other Consumer Services	0.03	-
Telecom - Services	3.89	2.91
Insurance	1.35	1.51
Gas	0.76	-
Fertilizers & Agrochemicals	0.37	-
Food Products	0.01	-
Agricultural Food & other Products	0.7	0.76
Chemicals & Petrochemicals	0.86	-
Industrial Products	0.7	-
Capital Markets	1.7	2.9
Cement & Cement Products	0.92	1.73
Transport Services	0.63	1.75
Textiles & Apparels	0.2	-
Industrial Manufacturing	1.14	0.29
Transport Infrastructure	-	1.08
IT - Services	-	0.9
Personal Products	-	1.28
Leisure Services	-	0.82
Beverages	-	1.64
Financial Technology (Fintech)	-	1.83