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) | ₹12696 Cr | ₹4304 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 | 2.28% | 2.75% |
6 Month | 2.75% | 3.98% |
1 Year | 4.76% | 8.5% |
3 Year | 15.1% | 18.34% |
5 Year | 15.47% | 16.89% |
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 | 6.62% | 9.4% |
1 Year | 8.9% | 14.95% |
3 Year | 13.58% | 16.39% |
5 Year | 12.87% | 14.75% |
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 | 9.54% | 14.9% |
3 Year | 11.43% | 14.38% |
5 Year | 11.32% | 15.85% |
Risk Management
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 8.56% | 10.14% |
Sharp | 0.74% | 0.88% |
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 | 21.4 | 28.89 |
Large Cap | 57.72 | 42.74 |
Mid Cap | 14.08 | 17.41 |
Small Cap | 6.81 | 10.96 |
Sector Allocation
Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 21.16 | 20.22 |
Energy | 5.46 | 5.77 |
Utilities | 4.05 | 2.36 |
Technology | 7.94 | 5.54 |
Consumer Cyclical | 7.94 | 8.03 |
Industrials | 4.71 | 12.13 |
Financial Services | 26.61 | 25.46 |
Healthcare | 7.42 | 6.85 |
Consumer Defensive | 6.35 | 5.03 |
Basic Materials | 4.7 | 2.09 |
Real Estate | 0.84 | 2.31 |
Communication Services | 2.83 | 4.21 |
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