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) ₹2323 Cr ₹3969 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 07 Aug 2017 04 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 2.03 1.88
Manager Hardik Shah Miten Vora
ISIN Code INF846K01A52 INF955L01HC4
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./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 Axis Balanced Advantage Fund - Regular Plan - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month -1.07% -1.67%
6 Month 12.71% 8.46%
1 Year 27.9% 23.87%
3 Year 11.66% 12.27%
5 Year 12.49% 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 20.18% 15.07%
3 Year 18.08% 17.16%
5 Year 15.14% 16.28%

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 35.88 11.57
Large Cap 51.36 48.87
Mid Cap 7.43 12.12
Small Cap 5.34 6.47

Sector Allocation

Scheme Name

Axis Balanced Advantage Fund - Regular Plan - Growth

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

Others 9.94 8.39
Insurance 2.43 -
Chemicals 2.54 -
Technology 4.95 -
Consumer Staples 3.53 -
Financial 28.95 -
Automobile 6.85 -
Materials 1.96 -
Energy 7.6 -
Capital Goods 4.12 -
Metals & Mining 1.01 -
Sovereign 11.61 -
Construction 3.68 5.05
Healthcare 5.51 -
Services 1.28 -
Communication 4.05 -
Petroleum Products - 5.61
IT - Software - 4.09
Industrial Manufacturing - 1.21
Banks - 18.22
Pharmaceuticals & Biotechnology - 3.69
Non - Ferrous Metals - 0.03
Electrical Equipment - 1.87
Realty - 1.28
Transport Services - 1.18
Capital Markets - 1.56
Finance - 1.92
Telecom - Services - 3.28
Automobiles - 2
Consumer Durables - 2.27
Retailing - 2.82
Power - 4.49
Ferrous Metals - 1.83
Food Products - 0.9
Aerospace & Defense - 2.12
Oil - 0.91
Industrial Products - 1.92
Auto Components - 0.34
Financial Technology (Fintech) - 0.53
Leisure Services - 0.15
Healthcare Services - 0.69
Beverages - 0.68

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