Baroda BNP Paribas Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare

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tortoise-icon ICICI Prudential Balanced Advantage Fund - Growth

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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 ICICI Prudential Balanced Advantage Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund ICICI Prudential Balanced Advantage Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹51732 Cr ₹3627 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Dec 2006 04 Nov 2018
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 16% 173%
Expense Ratio 1.49 1.91
Manager Sharmila D'mello Miten Vora
ISIN Code INF109K01BH2 INF955L01HC4
Exits Load Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365 For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month 2.34% 1.63%
6 Month 10.64% 11.68%
1 Year 21.87% 23.79%
3 Year 13.9% 14.5%
5 Year 14.09% 16.85%

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month - -
1 Year 9.74% 11.22%
3 Year 24.56% 27.88%
5 Year 44.49% 50.85%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 14.04% 16.71%
3 Year 34.6% 39.46%
5 Year 46.27% 54.94%

Risk Management

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 4.42% 8.78%
Sharp 1.29% 0.87%
Beta 0.57% 1.11%
Alpha 4.1% 4.06%

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Fund Managers

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name Sharmila D'mello Miten Vora
Total AUM ₹354743 Cr ₹6478 Cr
Fund Manage 35 6
ICICI Prudential Balanced Advantage Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Market Cap

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 20.3 34.31
Large Cap 53.94 46.6
Mid Cap 4.87 13.19
Small Cap 0.42 5.9

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 17.86 12.78
Financial 12.79 26.24
Automobile 10.24 2.37
Sovereign 12.61 4.75
Technology 4.16 3.9
Consumer Staples 3.44 1.61
Construction 2.71 9.81
Energy 4.88 11
Communication 2.98 2.95
Healthcare 2.52 4.19
Materials 1.78 0.1
Metals & Mining 0.4 2.29
Chemicals 1.24 -
Consumer Discretionary 0.71 1.9
Capital Goods 0.8 10.58
Services 0.29 5.53
Insurance 0.12 -

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