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 | 2.98% | 2.42% |
6 Month | 0.4% | -1.52% |
1 Year | 12.17% | 8.73% |
3 Year | 12.23% | 12.84% |
5 Year | 16.39% | 17.83% |
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 | 2.37% | 0.82% |
1 Year | 4.53% | 0.72% |
3 Year | 12.77% | 12.97% |
5 Year | 12.35% | 12.95% |
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 | 0.51% | 0.418% |
Beta | 0.97% | - |
Alpha | 1.72% | - |
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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 | 24.06 | 31.15 |
Large Cap | 48.66 | 42.99 |
Mid Cap | 15.42 | 14.66 |
Small Cap | 4.32 | 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 | 19.59 | 26.01 |
Telecom - Services | 1.65 | - |
Petroleum Products | 4.64 | - |
Electrical Equipment | 1.48 | - |
IT - Software | 6 | - |
Cement & Cement Products | 1.57 | - |
Personal Products | 1.83 | - |
Construction | 1.84 | - |
Finance | 5.05 | - |
Retailing | 2.5 | - |
Banks | 14.92 | - |
Diversified FMCG | 0.94 | - |
Pharmaceuticals & Biotechnology | 3.48 | - |
Non - Ferrous Metals | 1.56 | - |
Realty | 2.67 | - |
Healthcare Services | 0.96 | - |
Aerospace & Defense | 0.28 | - |
Auto Components | 3.04 | - |
Ferrous Metals | 1.38 | - |
Automobiles | 1.59 | - |
Industrial Products | 1.44 | - |
Insurance | 2.47 | - |
Consumer Durables | 1.35 | - |
Transport Infrastructure | 1.89 | - |
Diversified Metals | 0.66 | - |
Oil | 0.58 | - |
Power | 2.26 | - |
Fertilizers & Agrochemicals | 0.53 | - |
Leisure Services | 0.4 | - |
Metals & Minerals Trading | 0.13 | - |
Consumable Fuels | 0.31 | - |
Minerals & Mining | 0.58 | - |
Transport Services | 0.66 | - |
Chemicals & Petrochemicals | 0.83 | - |
Beverages | 1.4 | - |
Energy | - | 7.58 |
Industrials | - | 12.94 |
Technology | - | 7.73 |
Consumer Cyclical | - | 6.34 |
Financial Services | - | 22.52 |
Healthcare | - | 6.54 |
Basic Materials | - | 0.99 |
Utilities | - | 3.08 |
Consumer Defensive | - | 2.53 |
Communication Services | - | 3.73 |
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