Baroda BNP Paribas Balanced Advantage Fund vs Aditya Birla Sun Life 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 Very High Very High
Asset Size (Cr) ₹7267 Cr ₹3969 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 25 Apr 2000 04 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 1.79 1.88
Manager Lovelish Solanki Miten Vora
ISIN Code INF084M01AB8 INF955L01HC4
Exits Load Exit load of 0.25%, if redeemed within 7 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./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 2.83% 1.5%
6 Month 12.11% 12.26%
1 Year 22.16% 27.11%
3 Year 11.79% 14.58%
5 Year 14.31% 17.45%

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 10.37% 10.7%
3 Year 23.8% 10.7%
5 Year 42.23% 10.7%

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 13.79% 16.71%
3 Year 32.93% 39.46%
5 Year 45.24% 54.94%

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 0.86% 0.89%
Beta 0.83% 1.12%
Alpha 1.84% 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 23.54 11.57
Large Cap 47.16 48.87
Mid Cap 7.19 12.12
Small Cap 3.17 6.47

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 18.04 8.39
Financial 19.29 -
Energy 6.43 -
Sovereign 6.39 -
Technology 4.01 -
Construction 2.06 5.05
Consumer Staples 5.1 -
Automobile 4.27 -
Communication 4.11 -
Healthcare 2.88 -
Metals & Mining 1.68 -
Materials 2.42 -
Consumer Discretionary 1.45 -
Capital Goods 1.95 -
Diversified 0.45 -
Services 0.28 -
Chemicals 0.25 -
Banks - 18.22
Petroleum Products - 5.61
Power - 4.49
IT - Software - 4.09
Aerospace & Defense - 2.12
Automobiles - 2
Telecom - Services - 3.28
Retailing - 2.82
Consumer Durables - 2.27
Realty - 1.28
Pharmaceuticals & Biotechnology - 3.69
Industrial Products - 1.92
Electrical Equipment - 1.87
Transport Services - 1.18
Finance - 1.92
Ferrous Metals - 1.83
Capital Markets - 1.56
Oil - 0.91
Food Products - 0.9
Industrial Manufacturing - 1.21
Healthcare Services - 0.69
Beverages - 0.68
Financial Technology (Fintech) - 0.53
Auto Components - 0.34
Leisure Services - 0.15
Non - Ferrous Metals - 0.03

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