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

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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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)	₹13239 Cr	₹4697 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹250
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

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	-0.29%	-1.11%
6 Month	4.87%	4.08%
1 Year	5.36%	5.86%
3 Year	12.17%	13.7%
5 Year	11.83%	12.34%

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	2.44%	2.01%
1 Year	11.68%	13.31%
3 Year	10.96%	12.61%
5 Year	10.98%	12.58%

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	9.16%	13.31%
3 Year	11.71%	14.39%
5 Year	11.52%	15.64%

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation	8.00%	9.35%
Sharp	0.65%	0.75%
Beta	1.13%	1.30%
Alpha	-	1.10%

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

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	23.09	30.35
Large Cap	56.72	42.19
Mid Cap	13.97	17.9
Small Cap	6.22	9.57

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	19.24	23.66
Energy	5.01	4.88
Utilities	2.72	1.06
Technology	8.62	7.08
Consumer Cyclical	10.7	11.7
Industrials	6.74	10.71
Financial Services	27.73	20.85
Basic Materials	4.78	2.84
Healthcare	6.17	5.82
Consumer Defensive	3.93	6.24
Real Estate	0.46	2.24
Communication Services	3.89	2.92