Nippon India Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Fund | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹9725 Cr | ₹4748 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 15 Nov 2004 | 13 Nov 2018 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 334% | 173% |
| Expense Ratio | 1.76 | 1.89 |
| Manager | Ashutosh Bhargava | Miten Vora |
| ISIN Code | INF204K01596 | INF955L01HC4 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | - | -3.48% |
| 6 Month | - | -1.61% |
| 1 Year | - | 7.29% |
| 3 Year | - | 12.85% |
| 5 Year | - | 11.32% |
SIP Return Analysis
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | - | -1.63% |
| 1 Year | - | 2.92% |
| 3 Year | - | 9.5% |
| 5 Year | - | 11.01% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | - | 13.07% |
| 3 Year | - | 14.39% |
| 5 Year | - | 15.56% |
Risk Management
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 6.79% | 8.78% |
| Sharp | 0.83% | 0.9% |
| Beta | 1.00% | 1.29% |
| Alpha | 0.53% | 1.58% |
Fund Managers
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Name | Ashutosh Bhargava | Miten Vora |
| Total AUM | ₹121448 Cr | ₹6478 Cr |
| Funds Managed | 12 | 6 |
| Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
| Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 41.92 | 31.46 |
| Large Cap | 51.08 | 41.95 |
| Mid Cap | 11.66 | 18.6 |
| Small Cap | 7.54 | 8 |
Sector Allocation
| Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 41.92 | 23.56 |
| Petroleum Products | 2.38 | - |
| IT - Software | 7.22 | - |
| Cement & Cement Products | 1.12 | - |
| IT - Services | 0.27 | - |
| Construction | 2.1 | - |
| Consumer Durables | 2.52 | - |
| Diversified FMCG | 3.49 | - |
| Banks | 15.43 | - |
| Automobiles | 2.54 | - |
| Aerospace & Defense | 0.98 | - |
| Electrical Equipment | 1.62 | - |
| Pharmaceuticals & Biotechnology | 1.85 | - |
| Ferrous Metals | 0.52 | - |
| Realty | 1.82 | - |
| Transport Infrastructure | 2.16 | - |
| Personal Products | 1.61 | - |
| Industrial Products | 0.4 | - |
| Telecom - Services | 4.13 | - |
| Insurance | 2.85 | - |
| Finance | 1.76 | - |
| Transport Services | 0.46 | - |
| Retailing | 1.61 | - |
| Power | 3.35 | - |
| Financial Technology (Fintech) | 1.09 | - |
| Healthcare Services | 0.24 | - |
| Auto Components | 1.47 | - |
| Diversified | 0.55 | - |
| Other Utilities | 0.36 | - |
| Beverages | 1.42 | - |
| Textiles & Apparels | 0.74 | - |
| Food Products | 0.52 | - |
| Leisure Services | 1.7 | - |
| Energy | - | 5.02 |
| Technology | - | 6.67 |
| Industrials | - | 10.1 |
| Basic Materials | - | 3.03 |
| Consumer Defensive | - | 7.02 |
| Healthcare | - | 5.48 |
| Financial Services | - | 21.44 |
| Consumer Cyclical | - | 12.24 |
| Real Estate | - | 1.74 |
| Utilities | - | 1.04 |
| Communication Services | - | 2.66 |
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