3 Year return
15.03%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹4212.51 Cr.
Expense Ratio
0.72% (inclusive of GST)
Exit Load
If units are redeemed upto 10% of the units, on or before one year from the date of allotment: Nil If units are redeemed ove and above the 10% limit, on or before one year from the date of allotment: 1% of the applicable Net Asset Value ( NAV). If units are redeemed after one year from the date of allotment: Nil
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Baroda BNP Paribas Mutual Fund Managers
SC
Sanjay Chawla
Fund Manager since Apr 2022
Fund House Details
Baroda BNP Paribas Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
HDFC Balanced Advantage Fund |
23.39% |
4 |
Edelweiss Balanced Advantage Fund |
13.35% |
5 |
TATA Balanced Advantage Fund |
13.36% |
3.5 |
Schemes by Baroda BNP Paribas Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Baroda BNP Paribas Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Baroda BNP Paribas Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
Baroda BNP Paribas Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Other . FoFs Overseas
Baroda BNP Paribas Aqua Fund of Fund Direct Plan Growth
Other . FoFs Overseas
Baroda BNP Paribas Aqua Fund of Fund Direct Plan IDCW Payout
About Baroda BNP Paribas Balanced Advantage Fund Direct Plan-Growth
The Baroda BNP Paribas Balanced Advantage Fund Direct Plan-Growth is an open-ended hybrid mutual fund by the Baroda Mutual Fund in partnership with BNP Paribas Asset Management. The fund lies within the hybrid/balanced advantage/dynamic asset allocation category of mutual funds and aims to give investors the potential for capital appreciation by investing in a blend of equity and debt instruments.
Investment Objective of the Scheme
The prominent investment objective of the Baroda BNP Paribas Balanced Advantage Fund Direct Plan-Growth scheme is to create long-term income distribution and long-term capital appreciation via a dynamically managed strategy of asset allocation. The fund aims at adjusting the portfolio of securities between equity and debt according to valuation measures and conditions of the market.
Key Features of The Fund
5-year return | 17.31% |
Expense Ratio | 0.72% |
Fund Manager | Sanjay Chawla |
Fund Size | ₹4212.51 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
If you are an investor who is seeking a single channel for investment that blends debt and equity, you can definitely consider the Baroda BNP Paribas Balanced Advantage Fund Direct Plan-Growth scheme. You may be an investor with a moderate risk appetite who wants a smooth investment experience. Nonetheless, before you take any investment decisions, you may want to evaluate your distinct investment goals and financial needs.
AMC Contact Details
Name | Baroda BNP Paribas Mutual Fund |
Launch Date | 15 April 2004 |
Addresss | Baroda BNP Paribas Asset Management India Pvt. Ltd. Crescenzo, 7th Floor, G-Block, Bandra Kurla Complex, Mumbai - 400051 |
Contact | 022 69209600 |
service@barodabnpparibasmf.in | |
Website | https://www.barodabnpparibasmf.in/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Choose the SIP Amount That Suits You the Best
FAQs
What is today's NAV of Baroda BNP Paribas Balanced Advantage Fund?
What is the AUM of Baroda BNP Paribas Balanced Advantage Fund?
What is the expense ratio of Baroda BNP Paribas Balanced Advantage Fund?
What are the returns of Baroda BNP Paribas Balanced Advantage Fund since inception?
What is the minimum SIP amount to invest in Baroda BNP Paribas Balanced Advantage Fund?
How do I invest in Baroda BNP Paribas Balanced Advantage Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Baroda BNP Paribas Balanced Advantage Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Baroda BNP Paribas Balanced Advantage Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Baroda BNP Paribas Balanced Advantage Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.