₹ 11.883
NAV (Feb 26)
Neutral
However, Scripbox does not recommend investing in dynamic asset allocation or balanced advantage mutual funds.
Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
2 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.
Relative Size
202 Cr. Small within the category
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
The primary investment objective of the Scheme is to provide capital appreciation by dynamically managing the portfolio of equity and equity related instruments (including arbitrage exposure),and fixed income instruments. However,there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Moderately High Risk
2.34 %
Expense Ratio
Mar 08, 2019
Launched (2y ago)
₹ 202
AUM in Crores
INF251K01PZ4
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 35+65 - Agg TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
18 Years
Age
Track Record
About the AMC
BNP Paribas Asset Mgmt India Pvt. Ltd
BNP Paribas Asset Mgmt India Pvt. Ltd manages assets worth 7,782 crores and was set up on 4 November 2003. It's current offering of mutual fund schemes includes 18 equity,78 debt and 22 hybrid funds.
Liquid
Top Ranked
₹ 1,243 Cr
Fund Size
5.8%
3Y returns
Liquid
Top Ranked
₹ 1,243 Cr
Fund Size
5.9%
3Y returns
Large Cap
Top Ranked
₹ 1,014 Cr
Fund Size
13.4%
3Y returns
Low Duration
Top Ranked
₹ 368 Cr
Fund Size
7.5%
3Y returns
Liquid
Top Ranked
₹ 1,243 Cr
Fund Size
6.2%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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BNP Paribas Dynamic Equity Fund (DR-Q) is a dynamic asset allocation or balanced advantage hybrid fund and has delivered an annualised return of 12.5% over a period of 2 years ..The fund is managed by BNP Paribas Asset Mgmt India Pvt. Ltd.The fund managers are Abhijeet Dey, Chockalingam Narayanan, Karthikraj Lakshmanan, Mayank Prakash
The primary investment objective of the Scheme is to provide capital appreciation by dynamically managing the portfolio of equity and equity related instruments (including arbitrage exposure),and fixed income instruments. However,there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. However, there is no assurance that the objective of the scheme will be realized.
The BNP Paribas Dynamic Equity Fund (DR-Q) fund was launched on Mar 08, 2019. The NAV (Net Asset Value) of this dynamic asset allocation or balanced advantage hybrid as of 2021-02-26 is ₹ 11.883. The total AUM (Asset Under Management) of the fund as of 2021-02-26 is ₹ 201.677. The category risk of the BNP Paribas Dynamic Equity Fund (DR-Q) fund is Moderately High Risk. The fund charges 2.34 % as expense ratio.
The fund’s highest allocation is towards others and has invested 57.2% in this asset class. The top three holdings of the fund are reliance industries limited,power grid corporation of india limited and hdfc bank ltd
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 35+65 - Agg TR INR
BNP Paribas Dynamic Equity Fund (DR-Q) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, BNP Paribas Dynamic Equity Fund (DR-Q) has a score of 2 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.