Aditya Birla Sun Life Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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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 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) ₹7427 Cr ₹4115 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 0.58% 1.95%
6 Month 2.79% 3.89%
1 Year 14.19% 15.56%
3 Year 11.41% 13.06%
5 Year 12.49% 15.91%

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 - 6.05%
1 Year 9.57% 12.14%
3 Year 13.95% 16.89%
5 Year 13.62% 16.08%

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 11.31% 15.8%
3 Year 11.5% 14.68%
5 Year 11.04% 15.75%

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% 8.78%
Sharp 0.68% 0.89%
Beta 0.91% 1.12%
Alpha 2.11% 2.8%

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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
Fund Manage 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 -0.81 35.61
Large Cap 56.11 44.53
Mid Cap 9.42 12.78
Small Cap 7.86 16.17

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 -0.81 35.61
Telecom - Services 2.73 1.96
Petroleum Products 4.63 6.14
Electrical Equipment 1.36 3.08
IT - Software 7.01 5.94
Cement & Cement Products 1.46 -
Personal Products 1.71 0.55
Construction 2.62 5.79
Banks 13.5 13.81
Diversified FMCG 2.84 0.17
Pharmaceuticals & Biotechnology 3.26 4.13
Non - Ferrous Metals 1.31 0.35
Realty 2.93 1.37
Healthcare Services 1.27 0.75
Aerospace & Defense 0.44 2.03
Auto Components 2.51 1.8
Ferrous Metals 0.78 -
Automobiles 2.73 0.91
Finance 4.47 2.11
Insurance 1.24 -
Industrial Products 0.47 1.67
Consumer Durables 1.89 1.35
Transport Infrastructure 2.27 -
Retailing 1.47 4.12
Diversified Metals 0.28 -
Oil 0.66 0.57
Power 3.16 5.63
Fertilizers & Agrochemicals 0.3 -
Metals & Minerals Trading 0.46 -
Consumable Fuels 0.94 -
Minerals & Mining 0.46 -
Transport Services 0.68 0.54
Chemicals & Petrochemicals 0.44 0.52
Leisure Services 0.31 0.24
Beverages 0.8 0.87
Industrial Manufacturing - 2.25
Miscellaneous - 0.86
IT - Services - 0.49
Food Products - 0.27
Household Products - 0.54
Financial Technology (Fintech) - 1.64
Capital Markets - 1.03

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