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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
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 | Very High |
| 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 | -1.51% | -2.32% |
| 6 Month | -4.12% | -7.91% |
| 1 Year | 8.61% | 2.82% |
| 3 Year | 12.29% | 11.15% |
| 5 Year | 12.17% | 15.06% |
SIP Return Analysis
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | -3.75% | -6.61% |
| 1 Year | -1.5% | -10.13% |
| 3 Year | 12.96% | 9.41% |
| 5 Year | 12.07% | 11.15% |
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 | 8.096% | 10.009% |
| Sharp | 0.607% | 0.418% |
| Beta | - | - |
| Alpha | - | - |
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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 | 34.05031 | 31.14518 |
| Large Cap | 56.40355 | 42.98501 |
| Mid Cap | 5.50392 | 14.65657 |
| Small Cap | 4.04224 | 11.21322 |
Sector Allocation
| Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 32.80894 | 26.01459 |
| Energy | 7.70346 | 7.5778 |
| Industrials | 5.28189 | 12.93966 |
| Technology | 6.5849 | 7.73193 |
| Basic Materials | 3.9716 | 0.99096 |
| Consumer Defensive | 2.51298 | 2.53402 |
| Financial Services | 21.87987 | 22.52489 |
| Healthcare | 5.98652 | 6.53858 |
| Consumer Cyclical | 7.76569 | 6.33581 |
| Communication Services | 3.08481 | 3.72856 |
| Utilities | 1.98866 | 3.08318 |
| Real Estate | 0.4307 | - |
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