- Mutual Funds
- Baroda BNP Paribas Mutual Fund
- Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I)
Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I)
₹ 17.3539
NAV (Sep 13)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.3539
NAV (Sep 13)
Fund Returns
Last 1Y | 25.8% |
Last 3Y | 14% |
Last 5Y | 17.7% |
Last 10Y | NA |
Since Inception | 16% |
6 Month CAGR | 15.5% |
Scheme Information
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.
Expense Ratio | 1.88 |
Launched (0y ago) | 1.88 |
AUM in Crores | 4111.8 |
ISIN | INF955L01HE0 |
Lock-in | |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 8.9 |
Beta | 0.7 |
Sharpe Ratio | 1 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I) | 11,44,843 | 4,12,231 | 17.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
14.3%HDFC Bank Ltd.
4.7%ICICI Bank Ltd.
4.7%Reliance Industries Ltd.
4.3%Larsen & Toubro Ltd.
4%Allocation by Sector
Financial
11.08%Capital Goods
7.22%Energy
6.57%Technology
5.46%Services
4.72%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,347 cr | ||
₹ 48,201 cr | ||
₹ 12,399 cr | ||
₹ 24,644 cr | ||
₹ 5,088 cr |
About the AMC
Baroda BNP Paribas Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.498% | 6.352% | ||
13.969% | 16.042% | ||
6.012% | 6.94% | ||
5.817% | 7.549% | ||
9.013% | 7.884% |
Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I) Review
Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I) is a Hybrid Hybrid fund and has delivered an annualised return of 16.042% over a period of 5 years. The fund is managed by Baroda BNP Paribas Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object].
Nav of Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I) as of 9/13/2024 is ₹17.35 with the total AUM as of 9/15/2024 is ₹4111.825. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I) was launched on 2018-11-14. The category risk of the fund is Above Average.
The minimum SIP amount for Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I)?
How to invest in Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I)?
You can invest in Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I)?
The minimum sip amount for Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I) is ₹1000. You can invest in multiples of ₹5000.
Is Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I) good to invest in?
As per Scripbox experts, Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I) is a 4 fund. You can investBaroda BNP Paribas Balanced Advantage Fund (RIDCW-I) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I)?
The expense ratio of the Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I) is 1.88% for regular plan.