Aditya Birla Sun Life Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund
Aditya Birla Sun Life Balanced Advantage Fund (Direct) and Baroda BNP Paribas Balanced Advantage Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Dynamic Asset Allocation or Balanced Advantage schemes — see the best balanced advantage mutual funds for the full ranking.
Head to head
NAVs as of 15 Oct 2026
Growth of ₹100 (rebased over the selected window)
Common period 20 Nov 2018 – 15 Oct 2026, limited by Baroda BNP Paribas Balanced Advantage Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
View as table
| Date | Aditya Birla Sun Life Balanced Advantage Fund | Baroda BNP Paribas Balanced Advantage Fund | Nifty 50 TRI |
|---|---|---|---|
| 20 Nov 2018 | ₹100.00 | ₹100.00 | ₹100.00 |
| 19 Jul 2019 | ₹104.87 | ₹106.18 | ₹108.02 |
| 15 Mar 2020 | ₹100.94 | ₹106.68 | ₹94.97 |
| 11 Nov 2020 | ₹120.31 | ₹137.29 | ₹122.87 |
| 09 Jul 2021 | ₹142.05 | ₹156.13 | ₹152.30 |
| 07 Mar 2022 | ₹141.92 | ₹160.52 | ₹155.16 |
| 02 Nov 2022 | ₹155.81 | ₹177.57 | ₹178.40 |
| 01 Jul 2023 | ₹167.65 | ₹193.65 | ₹191.03 |
| 26 Feb 2024 | ₹189.17 | ₹225.85 | ₹222.17 |
| 24 Oct 2024 | ₹213.19 | ₹250.88 | ₹247.01 |
| 21 Jun 2025 | ₹225.07 | ₹264.22 | ₹256.40 |
| 17 Feb 2026 | ₹236.02 | ₹277.95 | ₹264.95 |
| 15 Oct 2026 | ₹239.26 | ₹274.68 | ₹239.19 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
- 86 stocks only in Aditya Birla Sun Life Balanced Advantage Fund
- 21 stocks in both — 28.3% of each portfolio by weight
- 40 stocks only in Baroda BNP Paribas Balanced Advantage Fund
The more the circles overlap, the more the funds hold the same stocks.
Aditya Birla Sun Life Balanced Advantage Fund and Baroda BNP Paribas Balanced Advantage Fund share 28% of their equity book by weight.
Shared holdings — Aditya Birla Sun Life Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund
| Stock | Aditya Birla Sun Life Balanced Advantage Fund | Baroda BNP Paribas Balanced Advantage Fund | |
|---|---|---|---|
| HDFC Bank Ltd. | 3.39% | 3.86% | 3.39% |
| Reliance Industries Ltd. | 2.54% | 3.62% | 2.54% |
| ICICI Bank Ltd. | 4.83% | 2.45% | 2.45% |
| Kotak Mahindra Bank Ltd. | 3.74% | 2.03% | 2.03% |
| State Bank of India | 2.46% | 1.88% | 1.88% |
| The Federal Bank Ltd. | 1.60% | 2.07% | 1.60% |
| Samvardhana Motherson International Ltd. | 1.56% | 2.13% | 1.56% |
| Infosys Ltd. | 1.88% | 1.51% | 1.51% |
| Axis Bank Ltd. | 2.13% | 1.50% | 1.50% |
| Ajanta Pharma Ltd. | 1.43% | 1.42% | 1.42% |
| Bharti Airtel Ltd. | 1.36% | 2.87% | 1.36% |
| Tech Mahindra Ltd. | 2.05% | 1.32% | 1.32% |
| Persistent Systems Ltd. | 1.25% | 1.26% | 1.25% |
| Larsen & Toubro Ltd. | 1.22% | 3.27% | 1.22% |
| Ultratech Cement Ltd. | 0.86% | 1.55% | 0.86% |
6 more stocks in common. 21 shared of 107 / 61 positions. Weights are shown as a share of each fund's equity book.
| Metric | Aditya Birla Sun Life · Direct NAV ₹127.67 High risk ★★★★☆ | Baroda BNP Paribas · Direct NAV ₹27.55 High risk ★★★☆☆ | Category median Dynamic Asset Allocation or Balanced Advantage · 38 funds |
|---|---|---|---|
| +4.27%Best in row | +1.83% | -0.30% | |
| +11.19%Best in row | +11.05% | +8.92% | |
| +9.56% | +9.70%Best in row | +8.27% | |
| +10.75% | — | +9.84% | |
| +11.16% | +13.64% | +9.33% | |
| +10.24%Best in row | +9.93% | — | |
| +11.89% | +15.66%Best in row | +11.96% | |
| +11.73% | +15.75%Best in row | +11.44% | |
| +11.98% | — | +11.67% | |
| Risk | |||
| 8.34%Best in row | 10.63% | 8.46% | |
| 0.56Best in row | 0.43 | 0.32 | |
| 0.79Best in row | 0.57 | 0.44 | |
| -26.36% | -20.72% | -15.00% | |
| +4.28% | +4.42%Best in row | +2.31% | |
| 0.62 | 0.79 | 0.62 | |
| 79.6% | 91.7%Best in row | 74.3% | |
| 43.0%Best in row | 60.0% | 48.8% | |
| 0.89%Best in row | 0.92% | 1.02% | |
| ₹9,895Cr | ₹5,204Cr | ₹2,157Cr | |
| Up to 0.25% | Up to 10.00% | — | |
| ₹100 | ₹500 | — | |
| ₹100 | ₹5.00K | — | |
| 166% | 100% | 185% | |
| Mohit Sharma · 9.5y | Sanjay Chawla · 7.9y | — | |
| 25 Apr 2000 | 14 Nov 2018 | — | |
| 107 | 61 | — | |
| 21.3% | 23.1% | — | |
| 3.2% | 6.3% | — | |
2 rows carry the same value for every fund — show
- Benchmark
- Nifty 50 TRI
- Lock-in
- None
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Aditya Birla Sun Life Balanced Advantage Fund or Baroda BNP Paribas Balanced Advantage Fund?
Over the last 3 years, Aditya Birla Sun Life Balanced Advantage Fund returned +11.19% CAGR against Baroda BNP Paribas Balanced Advantage Fund's +11.05%, computed from AMFI NAV history. Over 5 years: Aditya Birla Sun Life Balanced Advantage Fund +9.56% vs Baroda BNP Paribas Balanced Advantage Fund +9.70% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — Aditya Birla Sun Life Balanced Advantage Fund or Baroda BNP Paribas Balanced Advantage Fund?
Aditya Birla Sun Life Balanced Advantage Fund has the lower expense ratio: Aditya Birla Sun Life Balanced Advantage Fund charges 0.89% a year against Baroda BNP Paribas Balanced Advantage Fund's 0.92%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Aditya Birla Sun Life Balanced Advantage Fund or Baroda BNP Paribas Balanced Advantage Fund?
Baroda BNP Paribas Balanced Advantage Fund has shown higher volatility (+10.63% annualized vs Aditya Birla Sun Life Balanced Advantage Fund's +8.34%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Aditya Birla Sun Life Balanced Advantage Fund -8.73% vs Baroda BNP Paribas Balanced Advantage Fund -11.46%.
Which fund manages more money — Aditya Birla Sun Life Balanced Advantage Fund or Baroda BNP Paribas Balanced Advantage Fund?
Aditya Birla Sun Life Balanced Advantage Fund is the larger fund: Aditya Birla Sun Life Balanced Advantage Fund manages ₹9,895Cr against Baroda BNP Paribas Balanced Advantage Fund's ₹5,204Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Aditya Birla Sun Life Balanced Advantage Fund and Baroda BNP Paribas Balanced Advantage Fund in the same category?
Yes — both are Dynamic Asset Allocation or Balanced Advantage schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.