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Edelweiss Balanced Advantage Fund vs Baroda BNP Paribas 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 | 2.25% | 2.79% |
| 6 Month | -6.38% | -5.73% |
| 1 Year | 7.5% | 8.39% |
| 3 Year | 10.85% | 12.14% |
| 5 Year | 16.43% | 17.86% |
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 | -0.83% | -0.95% |
| 1 Year | -2.08% | -1.06% |
| 3 Year | 11.35% | 12.66% |
| 5 Year | 12.01% | 12.96% |
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 | 9.77% | 15.87% |
| 3 Year | 11.52% | 14.5% |
| 5 Year | 11.23% | 15.77% |
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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