Baroda BNP Paribas Balanced Advantage Fund
500
Min SIP
5,000
Min Lumpsum
0.68 %
Expense Ratio
Rating
3,173
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 15.2% | 18.8% | - | 14.7% | ||||
| Category Average | 14.2% | 23.9% | 13.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Bank
Reliance Industr
TCS
H D F C
ICICI Bank
Others
Advance Ratio
0.4
Alpha
2.81
SD
0.58
Beta
0.54
Sharpe
Exit Load
| 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 |
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Fund 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.
Fund Managers
Sanjay Chawla - Equity - Chief Investment Officer
Mr. Chawla has over 33 years of experience in fund management, equity research, and management consultancy. He was designated as Chief Investment Officer with Baroda Asset Management India Limited. In his previous assignment, he has worked with Birla SunLife AMC as Sr. Fund Manager-Equity, managing various schemes with different strategies. Mr. Chawla has also worked as Head of Research with SBI Capital Markets and in various capacities in the equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust, and Lloyds Securities.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- 54,412
-
19.1%Fund Size - 54,412
-
28.2%Fund Size - 54,412
-
14.1%Fund Size - 54,412
-
- 8,906
-
11.7%Fund Size - 8,906
-
18%Fund Size - 8,906
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12.4%Fund Size - 8,906
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- 45,584
-
11.1%Fund Size - 45,584
-
17.3%Fund Size - 45,584
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11%Fund Size - 45,584
-
- 6,711
-
11.4%Fund Size - 6,711
-
17.1%Fund Size - 6,711
-
10.4%Fund Size - 6,711
-
- 6,357
-
12.2%Fund Size - 6,357
-
17%Fund Size - 6,357
-
10.7%Fund Size - 6,357
AMC Contact Details
Baroda BNP Paribas Mutual Fund
AUM:
24,507 Cr
Address:
Crescenzo,7th Floor, G-Block
Bandra Kurla Complex
Mumbai - 400051.
Contact:
022 69209600
Email ID:
service@barodabnpparibasmf.in
Frequently Asked Questions
How to invest in Baroda BNP Paribas Balanced Advantage Fund ?
You can invest in Baroda BNP Paribas Balanced Advantage Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Baroda BNP Paribas Balanced Advantage Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Baroda BNP Paribas Balanced Advantage Fund ?
The NAV of Baroda BNP Paribas Balanced Advantage Fund is ₹18.7 as of 02 June 2023.
How to redeem Baroda BNP Paribas Balanced Advantage Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Baroda BNP Paribas Balanced Advantage Fund?
The minimum SIP amount of Baroda BNP Paribas Balanced Advantage Fund is ₹500
What are the top sectors Baroda BNP Paribas Balanced Advantage Fund has invested in??
The top sectors Baroda BNP Paribas Balanced Advantage Fund has invested in are
- HDFC Bank - 5.85%
- Reliance Industr - 4.58%
- TCS - 4.31%
- H D F C - 4.15%
- ICICI Bank - 3.76%
How much returns have Baroda BNP Paribas Balanced Advantage Fund generated ?
The Baroda BNP Paribas Balanced Advantage Fund has delivered 14.7% since inception
What is the expense ratio of Baroda BNP Paribas Balanced Advantage Fund ?
The expense ratio of Baroda BNP Paribas Balanced Advantage Fund is 0.68 % as of 02 June 2023.
What is the AUM of Baroda BNP Paribas Balanced Advantage Fund?
The AUM of Baroda BNP Paribas Balanced Advantage Fund is ₹24,507 Cr as of 02 June 2023
What are the top stock holdings of Baroda BNP Paribas Balanced Advantage Fund?
The top stock holdings of Baroda BNP Paribas Balanced Advantage Fund are
- HDFC Bank - 5.85%
- Reliance Industr - 4.58%
- TCS - 4.31%
- H D F C - 4.15%
- ICICI Bank - 3.76%