Quant Dynamic Asset Allocation Fund Regular vs Baroda BNP Paribas Balanced Advantage Fund compare
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Quant Dynamic Asset Allocation Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
Fund | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4078 Cr | ₹1274 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 13 Nov 2018 | 12 Apr 2023 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate Index |
Turn Over | 173% | % |
Expense Ratio | 1.89 | 2.12 |
Manager | Miten Vora | Sanjeev Sharma |
ISIN Code | INF955L01HC4 | INF966L01BO9 |
Exits Load | Data not available./365 | Quant Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
1 Month | 4.97% | 6.78% |
6 Month | -6.54% | -11.66% |
1 Year | 4.87% | -1.43% |
3 Year | 11.09% | - |
5 Year | 18.39% | - |
SIP Return Analysis
Scheme Name | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
6 Month | -2% | -3.66% |
1 Year | -1.99% | -11.81% |
3 Year | 12.59% | - |
5 Year | 12.93% | - |
Rolling Lumpsum Returns
Scheme Name | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
1 Year | 15.87% | 52.56% |
3 Year | 14.5% | - |
5 Year | 15.77% | - |
Risk Management
Scheme Name | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
Standard Deviation | 10.009% | - |
Sharp | 0.418% | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
Name | Miten Vora | Sanjeev Sharma |
Total AUM | ₹6478 Cr | ₹39731 Cr |
Funds Managed | 6 | 22 |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
Market Cap
Scheme Name |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
Others | 31.15 | 35.6 |
Large Cap | 42.99 | 56.58 |
Small Cap | 11.21 | 3.88 |
Mid Cap | 14.66 | 3.94 |
Sector Allocation
Scheme Name |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
Others | 26.01 | 34.43 |
Energy | 7.58 | 13.33 |
Industrials | 12.94 | 7.52 |
Technology | 7.73 | - |
Consumer Cyclical | 6.34 | 8.4 |
Financial Services | 22.52 | 22.2 |
Healthcare | 6.54 | 5.11 |
Basic Materials | 0.99 | - |
Utilities | 3.08 | - |
Consumer Defensive | 2.53 | 9.01 |
Communication Services | 3.73 | - |
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