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

Link copied to clipboard!

tortoise-icon Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Invest Now

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

Invest Now

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) ₹12306 Cr ₹4115 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 20 Aug 2009 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 81% 173%
Expense Ratio 1.69 1.89
Manager Rahul Dedhia Miten Vora
ISIN Code INF754K01285 INF955L01HC4
Exits Load Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 Data not available./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 1.07% 1.95%
6 Month 1.59% 3.89%
1 Year 14.01% 15.56%
3 Year 11.43% 13.06%
5 Year 14.81% 15.91%

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 7.7% 12.14%
3 Year 14.3% 16.89%
5 Year 14.39% 16.08%

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 9.63% 15.8%
3 Year 11.61% 14.68%
5 Year 11.18% 15.75%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 35.61
Large Cap 56.06 44.53
Small Cap 3.01 16.17
Mid Cap 9.03 12.78

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 35.61
Energy 9.3 -
Automobile 6.09 -
Textiles 0.32 -
Healthcare 3.69 -
Financial 24.14 -
Technology 4.66 -
Construction 3.56 5.79
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 - 6.14
Electrical Equipment - 3.08
IT - Software - 5.94
Industrial Manufacturing - 2.25
Banks - 13.81
Diversified FMCG - 0.17
Pharmaceuticals & Biotechnology - 4.13
Non - Ferrous Metals - 0.35
Realty - 1.37
Miscellaneous - 0.86
Personal Products - 0.55
Finance - 2.11
IT - Services - 0.49
Automobiles - 0.91
Consumer Durables - 1.35
Retailing - 4.12
Power - 5.63
Chemicals & Petrochemicals - 0.52
Food Products - 0.27
Aerospace & Defense - 2.03
Oil - 0.57
Industrial Products - 1.67
Household Products - 0.54
Auto Components - 1.8
Telecom - Services - 1.96
Financial Technology (Fintech) - 1.64
Capital Markets - 1.03
Transport Services - 0.54
Leisure Services - 0.24
Healthcare Services - 0.75
Beverages - 0.87

Top Comparisons

Mahindra Manulife Large Cap Fund - Regular Plan - Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth

3Y Returns12.51%

VS

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

Tata Flexi Cap Fund -Regular Plan-Growth Tata Flexi Cap Fund -Regular Plan-Growth

3Y Returns13.45%

VS

Canara Robeco Flexicap Fund - Regular Plan - Growth Option Canara Robeco Flexicap Fund - Regular Plan - Growth Option

3Y Returns14.24%

Compare Now

PGIM India Global Equity Opportunities Fund - Growth PGIM India Global Equity Opportunities Fund - Growth

3Y Returns5.32%

VS

DSP World Energy Fund - Regular Plan - Growth DSP World Energy Fund - Regular Plan - Growth

3Y Returns-1.75%

Compare Now

Mahindra Manulife Small Cap Fund - Regular Plan - Growth Mahindra Manulife Small Cap Fund - Regular Plan - Growth

3Y Returns0%

VS

Canara Robeco Small Cap Fund - Regular Plan - Growth Option Canara Robeco Small Cap Fund - Regular Plan - Growth Option

3Y Returns21.23%

Compare Now
Request call back
Add to Cart Successfully