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) | ₹4697 Cr | ₹1274 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹250 | ₹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 | -1.11% | -0.85% |
| 6 Month | 4.08% | 2.07% |
| 1 Year | 5.86% | 2.65% |
| 3 Year | 13.7% | - |
| 5 Year | 12.34% | - |
SIP Return Analysis
| Scheme Name | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.17% | -0.63% |
| 1 Year | 10.69% | 5.3% |
| 3 Year | 12.36% | - |
| 5 Year | 12.57% | - |
Rolling Lumpsum Returns
| Scheme Name | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.31% | 20.49% |
| 3 Year | 14.39% | - |
| 5 Year | 15.64% | - |
Risk Management
| Scheme Name | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 9.35% | - |
| Sharp | 0.75% | - |
| Beta | 1.30% | - |
| Alpha | 1.10% | - |
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 | 30.35 | 39.49 |
| Large Cap | 42.19 | 47.1 |
| Small Cap | 9.57 | 5.23 |
| Mid Cap | 17.9 | 8.18 |
Sector Allocation
| Scheme Name |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 23.66 | 33.95 |
| Energy | 4.88 | - |
| Technology | 7.08 | - |
| Industrials | 10.71 | 2.24 |
| Basic Materials | 2.84 | - |
| Consumer Defensive | 6.24 | 7.85 |
| Healthcare | 5.82 | 5.57 |
| Financial Services | 20.85 | 17.86 |
| Real Estate | 2.24 | 5.58 |
| Consumer Cyclical | 11.7 | 16.14 |
| Utilities | 1.06 | 10.81 |
| Communication Services | 2.92 | - |
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