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

SBI Balanced Advantage Fund - Regular Plan - Growth

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

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

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	1.17%	1.5%
6 Month	9.55%	12.26%
1 Year	24.14%	27.11%
3 Year	-	14.58%
5 Year	-	17.45%

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	10.9%	10.7%
3 Year	27.13%	10.7%
5 Year	27.13%	10.7%

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	13.41%	16.71%
3 Year	28.77%	39.46%
5 Year	28.77%	54.94%

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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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

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

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	44.05	8.39
Sovereign	10.59	-
Financial	8.34	-
Energy	11.56	-
Communication	3.13	-
Automobile	1.94	-
Metals & Mining	3.2	-
Construction	0.74	5.05
Technology	2.35	-
Healthcare	2.28	-
Consumer Staples	1.45	-
Capital Goods	1.13	-
Insurance	2.02	-
Services	0.41	-
Materials	0.27	-
Consumer Discretionary	0.04	-
Banks	-	18.22
Petroleum Products	-	5.61
Power	-	4.49
IT - Software	-	4.09
Aerospace & Defense	-	2.12
Automobiles	-	2
Telecom - Services	-	3.28
Retailing	-	2.82
Consumer Durables	-	2.27
Realty	-	1.28
Pharmaceuticals & Biotechnology	-	3.69
Industrial Products	-	1.92
Electrical Equipment	-	1.87
Transport Services	-	1.18
Finance	-	1.92
Ferrous Metals	-	1.83
Capital Markets	-	1.56
Oil	-	0.91
Food Products	-	0.9
Industrial Manufacturing	-	1.21
Healthcare Services	-	0.69
Beverages	-	0.68
Financial Technology (Fintech)	-	0.53
Auto Components	-	0.34
Leisure Services	-	0.15
Non - Ferrous Metals	-	0.03