Quant Dynamic Asset Allocation Fund Regular vs Baroda BNP Paribas Balanced Advantage Fund compare
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Quant Dynamic Asset Allocation Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Fund | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4362 Cr | ₹1274 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Nov 2018 | 12 Apr 2023 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate Index |
| Turn Over | 173% | % |
| Expense Ratio | 1.89 | 2.12 |
| Manager | Miten Vora | Sanjeev Sharma |
| ISIN Code | INF955L01HC4 | INF966L01BO9 |
| Exits Load | Data not available./365 | Quant Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Month | 3.14% | 2.52% |
| 6 Month | 7.64% | 5.8% |
| 1 Year | 7.59% | 2.68% |
| 3 Year | 14.11% | - |
| 5 Year | 14.46% | - |
SIP Return Analysis
| Scheme Name | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.1% | -0.35% |
| 1 Year | 7.38% | 6.12% |
| 3 Year | 11.35% | - |
| 5 Year | 11.83% | - |
Rolling Lumpsum Returns
| Scheme Name | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.93% | 20.49% |
| 3 Year | 14.44% | - |
| 5 Year | 15.82% | - |
Risk Management
| Scheme Name | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 9.37% | - |
| Sharp | 0.77% | - |
| Beta | 1.29% | - |
| Alpha | 0.66% | - |
Fund Managers
| Scheme Name | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Name | Miten Vora | Sanjeev Sharma |
| Total AUM | ₹6478 Cr | ₹39731 Cr |
| Funds Managed | 6 | 22 |
| Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
Market Cap
| Scheme Name |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 25.79 | 27.49 |
| Large Cap | 44.65 | 62.85 |
| Small Cap | 9.95 | 4.87 |
| Mid Cap | 19.6 | 4.79 |
Sector Allocation
| Scheme Name |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 16.05 | 21.55 |
| Energy | 5.26 | - |
| Technology | 5.93 | - |
| Industrials | 10.2 | 2.85 |
| Basic Materials | 3.03 | - |
| Financial Services | 25.86 | 34.03 |
| Consumer Defensive | 6.04 | 7.58 |
| Healthcare | 6.09 | 7.29 |
| Real Estate | 4.19 | 2.85 |
| Consumer Cyclical | 11.56 | 14.7 |
| Utilities | 1.49 | 9.15 |
| Communication Services | 4.31 | - |
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