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) | ₹4424 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 | -0.78% | -1.39% |
6 Month | 10.28% | 10.56% |
1 Year | 4.65% | -4.84% |
3 Year | 14.14% | - |
5 Year | 14.58% | - |
SIP Return Analysis
Scheme Name | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
6 Month | 2.86% | 2.72% |
1 Year | 6.81% | 4.07% |
3 Year | 12.71% | - |
5 Year | 12.62% | - |
Rolling Lumpsum Returns
Scheme Name | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
1 Year | 14.36% | 30.29% |
3 Year | 14.5% | - |
5 Year | 15.98% | - |
Risk Management
Scheme Name | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
Standard Deviation | 9.22% | - |
Sharp | 0.88% | - |
Beta | - | - |
Alpha | - | - |
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 | 33.32 | 32.13 |
Large Cap | 40.3 | 58.03 |
Small Cap | 10.48 | 5.12 |
Mid Cap | 15.9 | 4.71 |
Sector Allocation
Scheme Name |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
Others | 23.44 | 28.04 |
Energy | 5.49 | - |
Technology | 5.23 | - |
Industrials | 10.58 | 2.75 |
Financial Services | 25.87 | 28.06 |
Consumer Defensive | 3.66 | 7.29 |
Healthcare | 6.74 | 8.56 |
Real Estate | 3.67 | 2.93 |
Utilities | 1.42 | 8.77 |
Consumer Cyclical | 7.88 | 13.6 |
Communication Services | 4.64 | - |
Basic Materials | 1.38 | - |
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