Baroda BNP Paribas Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
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) | ₹12238 Cr | ₹4078 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 | 1.25% | 3.1% |
6 Month | -0.34% | 0.56% |
1 Year | 4.16% | 7.68% |
3 Year | 14.25% | 17.5% |
5 Year | 15.41% | 17.23% |
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 | 4.64% | 7.58% |
1 Year | 4.54% | 10.51% |
3 Year | 12.04% | 14.87% |
5 Year | 11.96% | 13.89% |
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 | 9.54% | 14.9% |
3 Year | 11.43% | 14.38% |
5 Year | 11.32% | 15.85% |
Risk Management
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 8.045% | 10.009% |
Sharp | 0.5% | 0.418% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 27.12 | 31.15 |
Large Cap | 52.16 | 42.99 |
Small Cap | 6.9 | 11.21 |
Mid Cap | 13.82 | 14.66 |
Sector Allocation
Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 27.05 | 26.01 |
Energy | 4.13 | 7.58 |
Utilities | 4.53 | 3.08 |
Technology | 10.12 | 7.73 |
Consumer Cyclical | 9.99 | 6.34 |
Industrials | 3.8 | 12.94 |
Financial Services | 21.21 | 22.52 |
Consumer Defensive | 5.86 | 2.53 |
Basic Materials | 2.38 | 0.99 |
Healthcare | 7.32 | 6.54 |
Communication Services | 2.28 | 3.73 |
Real Estate | 1.34 | - |
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