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) | ₹33309 Cr | ₹4078 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 | 3.78% | 5.01% |
6 Month | 0.99% | -1.46% |
1 Year | 7.8% | 7.18% |
3 Year | 13.98% | 14.34% |
5 Year | - | 17.12% |
SIP Return Analysis
Scheme Name | SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | 2.33% | 1.02% |
1 Year | 3.91% | -0.04% |
3 Year | 12.86% | 12.02% |
5 Year | - | 12.25% |
Rolling Lumpsum Returns
Scheme Name | SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Year | 16.39% | 15.87% |
3 Year | 13.05% | 14.5% |
5 Year | - | 15.77% |
Risk Management
Scheme Name | SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 6.125% | 10.009% |
Sharp | 0.986% | 0.418% |
Beta | - | - |
Alpha | - | - |
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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 | - |
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