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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) | ₹38628 Cr | ₹4545 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 | 0.94% | 0.32% |
| 6 Month | 4.58% | 3.8% |
| 1 Year | 7.45% | 4.78% |
| 3 Year | 13.8% | 13.57% |
| 5 Year | - | 12.7% |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 3.47% | 2.9% |
| 1 Year | 13% | 14.23% |
| 3 Year | 12.37% | 12.95% |
| 5 Year | - | 12.81% |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 13.41% | 13.35% |
| 3 Year | 13.32% | 14.42% |
| 5 Year | - | 15.66% |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 6.18% | 9.37% |
| Sharp | 1.10% | 0.77% |
| Beta | 0.85% | 1.29% |
| Alpha | 2.48% | 0.66% |
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 | 32.27 | 25.79 |
| Large Cap | 56.48 | 44.65 |
| Mid Cap | 7.48 | 19.6 |
| Small Cap | 3.77 | 9.95 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 29.2 | 16.41 |
| Energy | 9.36 | 5.26 |
| Industrials | 4.77 | 10.2 |
| Technology | 4.35 | 5.93 |
| Basic Materials | 5.33 | 3.03 |
| Consumer Defensive | 4.46 | 6.04 |
| Consumer Cyclical | 6.02 | 11.56 |
| Financial Services | 19.63 | 25.86 |
| Real Estate | 3.82 | 4.19 |
| Healthcare | 3.46 | 6.09 |
| Communication Services | 3.54 | 4.31 |
| Utilities | 6.06 | 1.12 |
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