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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) | ₹13047 Cr | ₹4424 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 | -1.58% | -2.17% |
| 6 Month | 5.34% | 8.07% |
| 1 Year | 0.75% | 4.31% |
| 3 Year | 11.4% | 13.69% |
| 5 Year | 13.59% | 14.39% |
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 | 1.94% | 3.77% |
| 1 Year | 1.86% | 6.17% |
| 3 Year | 9.95% | 12.46% |
| 5 Year | 10.6% | 12.45% |
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 | 9.41% | 14.36% |
| 3 Year | 11.57% | 14.5% |
| 5 Year | 11.37% | 15.98% |
Risk Management
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 8.14% | 9.22% |
| Sharp | 0.68% | 0.88% |
| Beta | - | - |
| Alpha | - | - |
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 | 22.7 | 31.42 |
| Large Cap | 56.05 | 41.17 |
| Mid Cap | 14.48 | 16.93 |
| Small Cap | 6.77 | 10.48 |
Sector Allocation
| Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 19.75 | 22.13 |
| Energy | 5.86 | 5.91 |
| Utilities | 2.95 | 2.32 |
| Technology | 8.67 | 5.34 |
| Consumer Cyclical | 8.97 | 7.53 |
| Healthcare | 8.2 | 6.78 |
| Industrials | 5.68 | 10.96 |
| Financial Services | 25.97 | 26.33 |
| Consumer Defensive | 5.46 | 3.63 |
| Basic Materials | 4.39 | 1.37 |
| Real Estate | 0.83 | 2.87 |
| Communication Services | 3.26 | 4.82 |
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