• Mutual Funds
  • Baroda BNP Paribas Mutual Fund
  • Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I)
Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I)

HybridDynamic Asset Allocation Or Balanced Advantage
Top Ranked

17.3539

NAV (Sep 13)

17.743%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within dynamic asset allocation or balanced advantage mutual funds.
Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

Investment Objective

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

Miten Vora

Fund Manager

Prashant R Pimple

Fund Manager

Pratish Krishnan

Fund Manager

Sanjay Chawla

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I)70%11,44,843 4,12,23117.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-02-27

Top Stock Holdings

Others

14.3%
14.26%

HDFC Bank Ltd.

4.7%
4.71%

ICICI Bank Ltd.

4.7%
4.66%

Reliance Industries Ltd.

4.3%
4.32%

Larsen & Toubro Ltd.

4%
4.01%
See all holdings

Allocation by Sector

Financial

11.08%
11.08%

Capital Goods

7.22%
7.22%

Energy

6.57%
6.57%

Technology

5.46%
5.46%

Services

4.72%
4.72%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
HDFC Hybrid Debt Fund (G)
HDFC Hybrid Debt Fund (G)

₹ 3,347 cr

₹ 48,201 cr

₹ 12,399 cr

₹ 24,644 cr

₹ 5,088 cr

amc-img

About the AMC

Baroda BNP Paribas Mutual Fund

BNP Paribas Mutual Fund Company is a part of the Paribas Group. BNP Paribas was formed in the year 1980. In 2002 they commenced their operations in India. BNP paribas is the first ever fund house to integrate ESG analysis. Currently, they manage assets worth Rs. 17 trillion. amc-img
phone-img022-33704000
Fund NameScripbox 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)?

Baroda BNP Paribas Balanced Advantage Fund (RIDCW-I) is a Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

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.