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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) | ₹36673 Cr | ₹4332 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 | 1.56% | 1.77% |
| 6 Month | 8.08% | 13.26% |
| 1 Year | 3.67% | 2.79% |
| 3 Year | 13.58% | 14.07% |
| 5 Year | - | 14.15% |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 1.57% | 2.27% |
| 1 Year | 7.35% | 9.33% |
| 3 Year | 11.85% | 12.81% |
| 5 Year | - | 12.61% |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 14.22% | 14.36% |
| 3 Year | 13.24% | 14.5% |
| 5 Year | - | 15.98% |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 6.28% | 9.43% |
| Sharp | 0.94% | 0.66% |
| Beta | - | - |
| Alpha | - | - |
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 | 33.35 | 33.32 |
| Large Cap | 55.67 | 40.3 |
| Mid Cap | 7.54 | 15.9 |
| Small Cap | 3.44 | 10.48 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 30.17 | 23.44 |
| Energy | 8.89 | 5.49 |
| Technology | 4.42 | 5.23 |
| Basic Materials | 5.33 | 1.38 |
| Consumer Defensive | 4.49 | 3.66 |
| Industrials | 5.42 | 10.58 |
| Consumer Cyclical | 6.59 | 7.88 |
| Financial Services | 17.42 | 25.87 |
| Real Estate | 4.12 | 3.67 |
| Healthcare | 3.63 | 6.74 |
| Communication Services | 3.32 | 4.64 |
| Utilities | 6.19 | 1.42 |
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