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

Axis Balanced Advantage Fund - Regular Plan - Growth

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

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

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	1.45%	1.5%
6 Month	14.11%	12.26%
1 Year	30.3%	27.11%
3 Year	13.03%	14.58%
5 Year	13.14%	17.45%

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	12.57%	10.7%
3 Year	26.75%	10.7%
5 Year	41.86%	10.7%

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	12.56%	16.71%
3 Year	32.12%	39.46%
5 Year	45.81%	54.94%

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

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Sovereign	11.61	-
Financial	28.95	-
Energy	7.6	-
Others	9.94	8.39
Technology	4.95	-
Automobile	6.85	-
Healthcare	5.51	-
Communication	4.05	-
Construction	3.68	5.05
Chemicals	2.54	-
Consumer Staples	3.53	-
Insurance	2.43	-
Capital Goods	4.12	-
Materials	1.96	-
Metals & Mining	1.01	-
Services	1.28	-
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