Axis Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare
Axis Balanced Advantage Fund - Regular Plan - Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹2652 Cr | ₹4078 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 | 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 |
Trailing Lumpsum Returns
Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Month | -1.26% | -2.9% |
6 Month | -2.24% | -5.83% |
1 Year | 10.4% | 5.14% |
3 Year | 11.77% | 11.35% |
5 Year | 10.95% | 13.9% |
SIP Return Analysis
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 | 2.68% | -4.04% |
3 Year | 13.84% | 11.29% |
5 Year | 12.75% | 12.58% |
Rolling Lumpsum Returns
Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Year | 8.22% | 15.87% |
3 Year | 9.95% | 14.5% |
5 Year | 8.8% | 15.77% |
Risk Management
Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 7.81% | 9.305% |
Sharp | 0.721% | 0.603% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
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 |
Market Cap
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 |
Sector Allocation
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 |
Top Comparisons
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns13.59%
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
3Y Returns10.73%
Invesco India Flexi Cap Fund - Growth
3Y Returns17.75%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns10.57%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns5.94%
Nippon India Gilt Securities Fund -Growth Plan - Growth Option
3Y Returns6%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns6.42%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns5.53%