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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.72 | 46.57 | 1.57 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.32 | 39.21 | 1.39 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY 50 Hybrid Composite Debt 50:50 Index |
Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Baroda BNP Paribas Balanced Advantage Fund(IDCW) | 8.36% | 6.26% | 10.66% |
HDFC Balanced Advantage Fund(IDCW) | 12.40% | 14.02% | 3.55% |
ICICI Pru Balanced Advantage Fund(M-IDCW Payout) | 10.77% | 9.24% | 8.05% |
SBI Balanced Advantage Fund(IDCW) | 16.93% | 14.47% | 13.30% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Debt
Others
Holdings
6.61 %
Holdings
4.58 %
Holdings
4.04 %
BNP Paribas Asset Management is a leading, global asset management enterprise that offers a comprehensive range of active, passive and quantitative investment solutions. Bank of Baroda, one of India's leading public sector banks, has partnered with BNP Paribas Asset Management to form Baroda BNP Paribas Mutual Fund
No.of Schemes
39
Total AUM
₹ 46,563.13 Cr.
Sanjay Chawla
AUM: ₹11,455.60 Cr.
|
Exp: 22yrs
Pratish Krishnan
AUM: ₹10,031.24 Cr.
|
Exp: —
Neeraj Saxena
AUM: ₹5,844.31 Cr.
|
Exp: —
Gurvinder Singh Wasan
AUM: ₹23,330.13 Cr.
|
Exp: 7yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Baroda BNP Paribas Balanced Advantage Fund
1 year ago•Baroda BNP Paribas MF
Baroda BNP Paribas Balanced Advantage Fund
1 year ago•Baroda BNP Paribas MF
Baroda BNP Paribas Balanced Advantage Fund
1 year ago•Baroda BNP Paribas MF
Baroda BNP Paribas Balanced Advantage Fund completed its 5th year
1 year ago•Baroda BNP Paribas MF
Baroda BNP Paribas Balanced Advantage Fund completed its 5th year!
1 year ago•Baroda BNP Paribas MF
5 years of Baroda BNP Paribas Balanced Advantage Fund
1 year ago•Baroda BNP Paribas MF
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%