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) | ₹4332 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 | 2.12% | 1.46% |
6 Month | 13.07% | 12.3% |
1 Year | 3.05% | -4.25% |
3 Year | 14.19% | - |
5 Year | 14.3% | - |
SIP Return Analysis
Scheme Name | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
6 Month | 2.27% | 1.77% |
1 Year | 9.33% | 7.07% |
3 Year | 12.81% | - |
5 Year | 12.61% | - |
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 | 9.43% | - |
Sharp | 0.66% | - |
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 | 26.99 | 30.94 |
Large Cap | 45.99 | 59.73 |
Small Cap | 9.93 | 4.87 |
Mid Cap | 17.09 | 4.46 |
Sector Allocation
Scheme Name |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
Others | 17.1 | 26.72 |
Energy | 4.96 | - |
Technology | 6.69 | - |
Industrials | 10.7 | 3.08 |
Basic Materials | 2.45 | - |
Financial Services | 26.34 | 29.18 |
Consumer Defensive | 5.4 | 7.61 |
Healthcare | 6.6 | 8.06 |
Real Estate | 3.97 | 2.9 |
Consumer Cyclical | 9.48 | 13.78 |
Utilities | 1.5 | 8.66 |
Communication Services | 4.81 | - |
Top Comparisons
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
Bandhan Value Fund - Regular Plan - Growth
3Y Returns17.54%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns15.38%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns16.81%
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns24.13%
Axis Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns17.85%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns22.84%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns15.86%