- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹35566 Cr | ₹4304 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| 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 | 1.95% | 3.72% |
| 6 Month | 6.31% | 5.22% |
| 1 Year | 8.01% | 8.71% |
| 3 Year | 16.18% | 18.28% |
| 5 Year | - | 17.13% |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 6.03% | 9.4% |
| 1 Year | 11.71% | 14.95% |
| 3 Year | 14.95% | 16.39% |
| 5 Year | - | 14.75% |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 14.92% | 14.9% |
| 3 Year | 12.94% | 14.38% |
| 5 Year | - | 15.85% |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 6.44% | 10.14% |
| Sharp | 1.15% | 0.88% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 33.72 | 31.15 |
| Large Cap | 54.7 | 42.99 |
| Mid Cap | 8.37 | 14.66 |
| Small Cap | 3.22 | 11.21 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 32.99 | 26.01 |
| Energy | 9.02 | 7.58 |
| Technology | 6.96 | 7.73 |
| Basic Materials | 3.21 | 0.99 |
| Consumer Defensive | 2.74 | 2.53 |
| Industrials | 6.47 | 12.94 |
| Financial Services | 16.32 | 22.52 |
| Healthcare | 4.19 | 6.54 |
| Consumer Cyclical | 5.56 | 6.34 |
| Communication Services | 3.6 | 3.73 |
| Utilities | 7.63 | 3.08 |
| Real Estate | 1.32 | - |
Top Comparisons
ITI Mid Cap Fund Regular - Growth
3Y Returns29.04%
Aditya Birla Sun Life MidCap Fund-Growth
3Y Returns23.65%
SBI Banking & PSU Fund - Regular Paln - Growth
3Y Returns7.31%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.58%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns14.41%
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns15.57%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns19.87%
HSBC Income Plus Arbitrage Active FOF - Growth
3Y Returns7.78%
