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

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tortoise-icon SBI Balanced Advantage Fund - Regular Plan - Growth

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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 SBI Balanced Advantage Fund - Regular Plan - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund SBI Balanced Advantage Fund - Regular Plan - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹31166 Cr ₹3969 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Aug 2021 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 39.82% 173%
Expense Ratio 1.59 1.88
Manager Pradeep Kesavan Miten Vora
ISIN Code INF200KA1Y40 INF955L01HC4
Exits Load For units in excess of 10% of the investment,1% will be charged for redemption within 1 year./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 SBI Balanced Advantage Fund - Regular Plan - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month -1.83% -2.92%
6 Month 4.11% 5.24%
1 Year 19.28% 20.23%
3 Year 12.53% 11.98%
5 Year - 15.65%

SIP Return Analysis

Scheme Name SBI Balanced Advantage Fund - Regular Plan - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month - 6.05%
1 Year 13.2% 15.07%
3 Year 16.23% 17.16%
5 Year - 16.28%

Rolling Lumpsum Returns

Scheme Name SBI Balanced Advantage Fund - Regular Plan - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 16.59% 15.8%
3 Year 13.32% 14.68%
5 Year - 15.75%

Risk Management

Scheme Name SBI Balanced Advantage Fund - Regular Plan - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 6.13% 8.78%
Sharp - 0.89%
Beta - 1.12%
Alpha - 2.8%

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Fund Managers

Scheme Name SBI Balanced Advantage Fund - Regular Plan - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name Pradeep Kesavan Miten Vora
Total AUM ₹434274 Cr ₹6478 Cr
Fund Manage 43 6
SBI Balanced Advantage Fund - Regular Plan - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Market Cap

Scheme Name

SBI Balanced Advantage Fund - Regular Plan - Growth

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

Others 29.95 11.57
Large Cap 53.08 48.87
Mid Cap 7.92 12.12
Small Cap 2.55 6.47

Sector Allocation

Scheme Name

SBI Balanced Advantage Fund - Regular Plan - Growth

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

Others 44.05 8.39
Healthcare 2.28 -
Financial 8.34 -
Capital Goods 1.13 -
Energy 11.56 -
Services 0.41 -
Materials 0.27 -
Metals & Mining 3.2 -
Consumer Staples 1.45 -
Communication 3.13 -
Technology 2.35 -
Automobile 1.94 -
Construction 0.74 5.05
Sovereign 10.59 -
Insurance 2.02 -
Consumer Discretionary 0.04 -
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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