• Mutual Funds
  • BNP Paribas Mutual Fund
  • Baroda BNP Paribas Balanced Advantage Fund (Growth)

Formerly Baroda Dynamic Equity Reg Gr

BNP Paribas Mutual Fund

Baroda BNP Paribas Balanced Advantage Fund (Growth)

HybridDynamic Asset Allocation Or Balanced Advantage

17.1611

NAV (Dec 02)

14.3%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

17.1611

NAV (Dec 2)

Fund Returns

Last 1Y

6.5%

Last 3Y

15.7%

Last 5Y

NA

Last 10Y

NA

Since Inception

14.3%

6 Month CAGR

11.7%

Scheme Information

Investment Objective

The primary objective of the Scheme is 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

1.92

Launched (4y ago)

Nov 14, 2018

AUM in Crores

3426.253

ISIN

INF955L01HC4

Lock-in

No Lock-in

Benchmark

Nifty Composite Debt Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

12.6

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

7.53

Fund Managers

Prashant Pimple

Fund Manager

Pratish Krishnan

Fund Manager

Sanjay Chawla

Fund Manager

Alok Sahoo

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Stock Holdings

icici bank ltd

5.5%
5.5%

7.42% govt stock 2033

5.2%
5.2%

reliance industries ltd

5.1%
5.1%

infosys ltd

4.8%
4.8%

treps 01-nov-2022

4.5%
4.5%
See all holdings

Allocation by Sector

financial services

19.1%
19.1%

industrials

10.2%
10.2%

consumer defensive

7%
7%

consumer cyclical

6.5%
6.5%

healthcare

6.4%
6.4%
See all sectors

Compare Baroda BNP Paribas Balanced Advantage Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 3,307 cr

₹ 761 cr

₹ 428 cr

₹ 2,759 cr

About the AMC

BNP Paribas Asset Mgmt India Pvt. Ltd

Baroda BNP Paribas Asset Management India Pvt. Ltd. manages assets worth 26,658 crores and was set up on 4 November 2003. It's current offering of mutual fund schemes includes 28 equity,139 debt and 21 hybrid funds.

amc-img

  • 022-33704000
  • customercare@bnpparibasmf.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    14.9%

    12.6%

    13.7%

    %

    13.7%

    11.6%

    15.9%

    16.1%

    4.6%

    7.6%

    Baroda BNP Paribas Balanced Advantage Fund (G) Review

    Baroda BNP Paribas Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 14.3% over a period of 4 years. The fund was previously known as Baroda Dynamic Equity Reg Gr. The fund is managed by Baroda BNP Paribas Asset Management India Pvt. Ltd.. The fund managers are Alok Sahoo, Prashant Pimple, Pratish Krishnan, Sanjay Chawla.

    Nav of Baroda BNP Paribas Balanced Advantage Fund (G) as of 12/2/2022 is ₹17.16 with the total AUM as of 12/3/2022 is ₹3426.253. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda BNP Paribas Balanced Advantage Fund (G) was launched on Nov 14, 2018. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Baroda BNP Paribas Balanced Advantage Fund (G) 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 (G)?

    Baroda BNP Paribas Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in Baroda BNP Paribas Balanced Advantage Fund (G)?

    You can invest in Baroda BNP Paribas Balanced Advantage Fund (G) 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 (G)?

    The minimum sip amount for Baroda BNP Paribas Balanced Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Baroda BNP Paribas Balanced Advantage Fund (G) good to invest in?

    As per Scripbox experts, Baroda BNP Paribas Balanced Advantage Fund (G) is a Not Reviewed Yet fund. You can investBaroda BNP Paribas Balanced Advantage Fund (G) 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 (G)?

    The expense ratio of the Baroda BNP Paribas Balanced Advantage Fund (G) is 1.92% for regular plan.