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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) | ₹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 | 1.07% | 3.1% |
| 6 Month | 2.61% | 0.56% |
| 1 Year | 6.38% | 7.68% |
| 3 Year | 15.54% | 17.5% |
| 5 Year | - | 17.23% |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 4.62% | 7.58% |
| 1 Year | 8.15% | 10.51% |
| 3 Year | 13.66% | 14.87% |
| 5 Year | - | 13.89% |
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 | 6.125% | 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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