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SBI Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare
SBI Balanced Advantage Fund Regular Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Fund | SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹39914 Cr | ₹4748 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹250 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Aug 2021 | 13 Nov 2018 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 39.82% | 173% |
| Expense Ratio | 1.57 | 1.89 |
| Manager | Pradeep Kesavan | Miten Vora |
| ISIN Code | INF200KA1Y40 | INF955L01HC4 |
| Exits Load | SBI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | 0.02% | -0.05% |
| 6 Month | 2.8% | 0.97% |
| 1 Year | 9.6% | 8.85% |
| 3 Year | 13.95% | 14.12% |
| 5 Year | - | 11.71% |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 1.92% | 0.77% |
| 1 Year | 9.41% | 9.18% |
| 3 Year | 11.06% | 11.18% |
| 5 Year | - | 11.91% |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 11.6% | 13.07% |
| 3 Year | 13.67% | 14.39% |
| 5 Year | - | 15.56% |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 6.13% | 8.78% |
| Sharp | 1.33% | 0.9% |
| Beta | 0.87% | 1.29% |
| Alpha | 3.59% | 1.58% |
Fund Managers
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Miten Vora |
| Total AUM | ₹434274 Cr | ₹6478 Cr |
| Funds Managed | 43 | 6 |
| SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 34.24 | 31.46 |
| Large Cap | 55.47 | 41.95 |
| Mid Cap | 6.95 | 18.6 |
| Small Cap | 3.34 | 8 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 29.83 | 23.56 |
| Energy | 9.41 | 5.02 |
| Industrials | 3.8 | 10.1 |
| Technology | 4.91 | 6.67 |
| Basic Materials | 4.92 | 3.03 |
| Consumer Defensive | 3.95 | 7.02 |
| Consumer Cyclical | 8.85 | 12.24 |
| Financial Services | 19.67 | 21.44 |
| Real Estate | 3.02 | 1.74 |
| Healthcare | 3.45 | 5.48 |
| Communication Services | 2.61 | 2.66 |
| Utilities | 5.56 | 1.04 |
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