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

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

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tortoise-icon 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) ₹12306 Cr ₹4115 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
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

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 1.6% 3.32%
6 Month 5.11% 8.36%
1 Year 18.43% 20.63%
3 Year 11.81% 13.67%
5 Year 15.5% 16.75%

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 - 6.05%
1 Year 12.94% 18.46%
3 Year 15.95% 18.86%
5 Year 15.29% 17.14%

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 9.63% 15.8%
3 Year 11.61% 14.68%
5 Year 11.18% 15.75%

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 0.8% 0.89%
Beta 0.25% 1.12%
Alpha 3.73% 2.8%

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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 35.61
Large Cap 56.06 44.53
Small Cap 3.01 16.17
Mid Cap 9.03 12.78

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 35.61
Energy 9.3 -
Automobile 6.09 -
Textiles 0.32 -
Healthcare 3.69 -
Financial 24.14 -
Technology 4.66 -
Construction 3.56 5.79
Metals & Mining 2.56 -
Capital Goods 2.16 -
Materials 2.32 -
Services 2.94 -
Sovereign 2.27 -
Consumer Staples 3.96 -
Insurance 0.35 -
Chemicals 0.82 -
Communication 2.95 -
Petroleum Products - 6.14
Electrical Equipment - 3.08
IT - Software - 5.94
Industrial Manufacturing - 2.25
Banks - 13.81
Diversified FMCG - 0.17
Pharmaceuticals & Biotechnology - 4.13
Non - Ferrous Metals - 0.35
Realty - 1.37
Miscellaneous - 0.86
Personal Products - 0.55
Finance - 2.11
IT - Services - 0.49
Automobiles - 0.91
Consumer Durables - 1.35
Retailing - 4.12
Power - 5.63
Chemicals & Petrochemicals - 0.52
Food Products - 0.27
Aerospace & Defense - 2.03
Oil - 0.57
Industrial Products - 1.67
Household Products - 0.54
Auto Components - 1.8
Telecom - Services - 1.96
Financial Technology (Fintech) - 1.64
Capital Markets - 1.03
Transport Services - 0.54
Leisure Services - 0.24
Healthcare Services - 0.75
Beverages - 0.87

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