3 Year return

15.76%
Launched on October 2018 (6 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹3805.37 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

Ratings

ARQ Rating
3

Ratings by other agencies

4
0
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Baroda BNP Paribas Mutual Fund Managers

SC

Sanjay Chawla

Fund Manager since Apr 2022

View Details

Fund House Details

Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas Mutual Fund Asset management company

AUM ₹35,646.46 Cr.
No. of Schemes 133
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Baroda BNP Paribas Mutual Fund

List of mutual fund schemes by AMC

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 17.33%
Expense Ratio 0.72%
Fund Manager Sanjay Chawla
Fund Size ₹3805.37 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
Email 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.

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FAQs

What is today's NAV of Baroda BNP Paribas Balanced Advantage Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Baroda BNP Paribas Balanced Advantage Fund Jun 11 2024 is 24.0105

What is the AUM of Baroda BNP Paribas Balanced Advantage Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Baroda BNP Paribas Balanced Advantage Fund is 3805.37 crore.

What is the expense ratio of Baroda BNP Paribas Balanced Advantage Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Baroda BNP Paribas Balanced Advantage Fund is 0.72%

What are the returns of Baroda BNP Paribas Balanced Advantage Fund since inception?

The Baroda BNP Paribas Balanced Advantage Fund was launched on Oct 22 2018. The fund has delivered a CAGR of 16.97 since inception.

What is the minimum SIP amount to invest in Baroda BNP Paribas Balanced Advantage Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Baroda BNP Paribas Balanced Advantage Fund is 500.

How do I invest in Baroda BNP Paribas Balanced Advantage Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. 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?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Baroda BNP Paribas Balanced Advantage Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. 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?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.