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 Moderately High Very High
Asset Size (Cr) ₹32661 Cr ₹4115 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Aug 2021 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 39.82% 173%
Expense Ratio 1.58 1.89
Manager Pradeep Kesavan Miten Vora
ISIN Code INF200KA1Y40 INF955L01HC4
Exits Load SBI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Data not available./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 0.13% 1.95%
6 Month 1.58% 3.89%
1 Year 14.68% 15.56%
3 Year 13.03% 13.06%
5 Year - 15.91%

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 7.95% 12.14%
3 Year 14.92% 16.89%
5 Year - 16.08%

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 35.61
Large Cap 53.08 44.53
Mid Cap 7.92 12.78
Small Cap 2.55 16.17

Sector Allocation

Scheme Name

SBI Balanced Advantage Fund - Regular Plan - Growth

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

Others 44.05 35.61
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 5.79
Sovereign 10.59 -
Insurance 2.02 -
Consumer Discretionary 0.04 -
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

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