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

Axis Balanced Advantage Fund - Regular Plan - Growth

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

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Overview

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund	Axis Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2547 Cr	₹4115 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	01 Aug 2017	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	24%	173%
Expense Ratio	2.01	1.89
Manager	Hardik Shah	Miten Vora
ISIN Code	INF846K01A52	INF955L01HC4
Exits Load	Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Data not available./365

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	1.2%	1.95%
6 Month	5.36%	3.89%
1 Year	18.86%	15.56%
3 Year	12.26%	13.06%
5 Year	12.28%	15.91%

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	-	6.05%
1 Year	14.35%	12.14%
3 Year	17.2%	16.89%
5 Year	14.68%	16.08%

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	7.63%	15.8%
3 Year	9.65%	14.68%
5 Year	8.02%	15.75%

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation	7.39%	8.78%
Sharp	0.89%	0.89%
Beta	0.98%	1.12%
Alpha	2.31%	2.8%

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Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name	Hardik Shah	Miten Vora
Total AUM	₹0 Cr	₹6478 Cr
Fund Manage	12	6
	Axis Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	18.35	35.61
Large Cap	53.62	44.53
Mid Cap	8.15	12.78
Small Cap	6.52	16.17

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	18.35	35.61
Petroleum Products	4.54	6.14
IT - Software	6.38	5.94
Cement & Cement Products	1.08	-
Personal Products	0.77	0.55
Construction	2.97	5.79
Capital Markets	0.02	1.03
Healthcare Services	1.63	0.75
Banks	14.48	13.81
Diversified FMCG	0.66	0.17
Non - Ferrous Metals	0.77	0.35
Pharmaceuticals & Biotechnology	4.91	4.13
Aerospace & Defense	0.99	2.03
Auto Components	0.45	1.8
Electrical Equipment	0.79	3.08
Automobiles	5.31	0.91
Ferrous Metals	0.19	-
Finance	4.42	2.11
Insurance	2.9	-
Gas	0.14	-
IT - Services	0.08	0.49
Agricultural Food & other Products	0.64	-
Diversified Metals	0.46	-
Oil	0.54	0.57
Food Products	0.04	0.27
Power	2.35	5.63
Consumer Durables	0.22	1.35
Industrial Products	0.71	1.67
Chemicals & Petrochemicals	1.32	0.52
Household Products	0.73	0.54
Telecom - Services	2.46	1.96
Consumable Fuels	0.87	-
Fertilizers & Agrochemicals	0.8	-
Industrial Manufacturing	1.45	2.25
Transport Services	0.03	0.54
Retailing	0.65	4.12
Leisure Services	0.56	0.24
Realty	0.45	1.37
Beverages	0.53	0.87
Miscellaneous	-	0.86
Financial Technology (Fintech)	-	1.64