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

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tortoise-icon Edelweiss 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 Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund Edelweiss 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) ₹11715 Cr ₹3969 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 20 Aug 2009 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 81% 173%
Expense Ratio 1.7 1.88
Manager Rahul Dedhia Miten Vora
ISIN Code INF754K01285 INF955L01HC4
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 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 Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month -2.98% 1.5%
6 Month 8.79% 12.26%
1 Year 24.1% 27.11%
3 Year 11.22% 14.58%
5 Year 15.71% 17.45%

SIP Return Analysis

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month - 6.05%
1 Year 11.59% 10.7%
3 Year 26.05% 10.7%
5 Year 48.37% 10.7%

Rolling Lumpsum Returns

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 9.66% 15.6%
3 Year 11.65% 14.73%
5 Year 11.17% 15.71%

Risk Management

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 7.27% 8.78%
Sharp 0.8% 0.89%
Beta 0.25% 1.12%
Alpha 3.73% 2.8%

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Fund Managers

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name Rahul Dedhia Miten Vora
Total AUM ₹31988 Cr ₹6478 Cr
Fund Manage 10 6
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Market Cap

Scheme Name

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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

Others 21.37 11.57
Large Cap 56.06 48.87
Small Cap 3.01 6.47
Mid Cap 9.03 12.12

Sector Allocation

Scheme Name

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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

Others 17.38 8.39
Energy 9.3 -
Automobile 6.09 -
Textiles 0.32 -
Healthcare 3.69 -
Financial 24.14 -
Technology 4.66 -
Construction 3.56 5.05
Metals & Mining 2.56 -
Capital Goods 2.16 -
Materials 2.32 -
Services 2.94 -
Sovereign 2.27 -
Consumer Staples 3.96 -
Insurance 0.35 -
Chemicals 0.82 -
Communication 2.95 -
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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