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

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

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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 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

Trailing Lumpsum Returns

Scheme Name Axis Balanced Advantage Fund - Regular Plan - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month 1.2% 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%

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 14.35% 12.14%
3 Year 17.2% 16.89%
5 Year 14.68% 16.08%

Rolling Lumpsum Returns

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%

Risk Management

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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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

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