Compare Baroda BNP Paribas Balanced Advantage Fund vs HDFC Balanced Advantage Fund
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.89 | 1.35 |
NAV | ₹22.97 | ₹492.47 |
Fund Started | 22 Oct 2018 | 20 Jul 2000 |
Fund Size | ₹4114.54 Cr | ₹94865.65 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year. |
Returns
1 Year | 21.74% | 25.92% |
3 Year | 11.71% | 19.70% |
5 Year | 15.68% | 20.05% |
Holding Analysis
Equity | 57.86% | 51.72% |
Cash | 15.88% | 18.15% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Miten Vora | Anil Bamboli |
Start Date | 01 Dec 2022 | 16 Apr 2021 |
About Fund
Description | The scheme seeks to generate capital appreciation by investing in a portfolio of equity or equity linked securities while the secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. | The Scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. |
Launch Date | 22 Oct 2018 | 20 Jul 2000 |
