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SBI Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare

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tortoise-icon SBI Balanced Advantage Fund Regular Growth

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tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 2.47% 2.23%
6 Month 1.91% 0.03%
1 Year 7.69% 6.83%
3 Year 13.58% 13.42%
5 Year - 17.04%

SIP Return Analysis

Scheme Name SBI Balanced Advantage Fund Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month 2.43% 1.39%
1 Year 4.23% 0.81%
3 Year 13.47% 13.07%
5 Year - 12.98%

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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