Aditya Birla Sun Life Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹7239 Cr | ₹4078 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 23 May 2000 | 13 Nov 2018 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 240% | 173% |
Expense Ratio | 1.8 | 1.89 |
Manager | Lovelish Solanki | Miten Vora |
ISIN Code | INF084M01AB8 | INF955L01HC4 |
Exits Load | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Month | 5.34% | 6.56% |
6 Month | -4.29% | -5.62% |
1 Year | 10.24% | 7.04% |
3 Year | 11.72% | 12.21% |
5 Year | 16.95% | 18.2% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | 0.28% | -0.95% |
1 Year | 2.16% | -1.06% |
3 Year | 12.09% | 12.66% |
5 Year | 12.1% | 12.96% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Year | 11.38% | 15.87% |
3 Year | 11.47% | 14.5% |
5 Year | 11.16% | 15.77% |
Risk Management
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 6.2% | 10.009% |
Sharp | 0.49% | 0.418% |
Beta | 0.94% | - |
Alpha | 1.14% | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Name | Lovelish Solanki | Miten Vora |
Total AUM | ₹14756 Cr | ₹6478 Cr |
Funds Managed | 2 | 6 |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 35.45 | 31.15 |
Large Cap | 46.21 | 42.99 |
Mid Cap | 14.07 | 14.66 |
Small Cap | 4.27 | 11.21 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 30.05 | 26.01 |
Communication Services | 1.9 | 3.73 |
Energy | 6.22 | 7.58 |
Industrials | 9.12 | 12.94 |
Technology | 6.36 | 7.73 |
Basic Materials | 6.73 | 0.99 |
Consumer Defensive | 4.34 | 2.53 |
Financial Services | 19.46 | 22.52 |
Consumer Cyclical | 6.79 | 6.34 |
Healthcare | 4.44 | 6.54 |
Real Estate | 2.03 | - |
Utilities | 2.55 | 3.08 |
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