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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) | ₹12899 Cr | ₹4362 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 | 0.82% | 2.06% |
| 6 Month | 5.41% | 8.33% |
| 1 Year | 3.67% | 6.45% |
| 3 Year | 12.05% | 14% |
| 5 Year | 13.39% | 13.7% |
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 | 3.19% | 3.47% |
| 1 Year | 11.14% | 14.37% |
| 3 Year | 11.42% | 13.63% |
| 5 Year | 11.33% | 13.16% |
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 | 9.28% | 13.93% |
| 3 Year | 11.58% | 14.44% |
| 5 Year | 11.45% | 15.82% |
Risk Management
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 8.03% | 9.37% |
| Sharp | 0.69% | 0.77% |
| Beta | 1.13% | 1.29% |
| Alpha | -0.20% | 0.66% |
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 | 24.5 | 25.79 |
| Large Cap | 55.37 | 44.65 |
| Mid Cap | 14.03 | 19.6 |
| Small Cap | 6.11 | 9.95 |
Sector Allocation
| Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 20.45 | 16.05 |
| Energy | 4.53 | 5.26 |
| Utilities | 3.12 | 1.49 |
| Technology | 8.83 | 5.93 |
| Consumer Cyclical | 10.46 | 11.56 |
| Healthcare | 6.59 | 6.09 |
| Industrials | 6.38 | 10.2 |
| Financial Services | 26.87 | 25.86 |
| Basic Materials | 5.01 | 3.03 |
| Consumer Defensive | 3.63 | 6.04 |
| Real Estate | 0.52 | 4.19 |
| Communication Services | 3.6 | 4.31 |
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