3 Year return

16.24%
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

₹3833.86 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 132
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 IDCW Reinvestment

The Baroda BNP Paribas Balanced Advantage Fund Direct Plan IDCW Reinvestment fund is an equity mutual fund scheme that invests in a diversified portfolio of stocks and bonds. The fund is managed by Baroda BNP Paribas Mutual Fund. Baroda BNP Paribas Balanced Advantage Fund Direct Plan IDCW Reinvestment fund is an open ended fund. The expense ratio of the Baroda BNP Paribas Balanced Advantage Fund Direct Plan IDCW Reinvestment fund is lower than the category average.

Investment Objectives of the Scheme

The investment objective of the Baroda BNP Paribas Balanced Advantage Fund Direct Plan IDCW Reinvestment fund is to generate long-term capital appreciation by investing in a mix of stocks and bonds.

Key Features of The Fund

5-year return 17.78%
Expense Ratio 0.72%
Fund Manager Sanjay Chawla
Fund Size ₹3833.86 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The Baroda BNP Paribas Balanced Advantage Fund Direct Plan IDCW Reinvestment fund is suitable for investors who are looking for a balanced approach to investing and who are comfortable with the risk of moderate losses. The fund is also suitable for investors who are looking for regular income. Here are some factors to consider when deciding if this scheme is right for you: Your investment goals and time horizon: The Baroda BNP Paribas Balanced Advantage Fund Direct Plan IDCW Reinvestment fund is a long-term investment fund. This means that it is best suited for investors who are looking to invest for at least 3 years. If you are looking to invest for a shorter period of time, or if you are not comfortable with the risk of moderate losses, then this fund may not be a good fit for you. Your risk tolerance: Hybrid funds are generally considered to be less risky than equity funds, but they can still offer the potential for growth. If you are not comfortable with the risk of moderate losses, then you may want to consider a different type of fund, such as a debt fund. However, it is important to do your own research before investing in any Mutual Funds.

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 Direct Plan IDCW Reinvestment?

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 Direct Plan IDCW Reinvestment Jun 18 2024 is 17.8259

What is the AUM of Baroda BNP Paribas Balanced Advantage Fund Direct Plan IDCW Reinvestment?

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 Direct Plan IDCW Reinvestment is 3833.86 crore.

What is the expense ratio of Baroda BNP Paribas Balanced Advantage Fund Direct Plan IDCW Reinvestment?

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 Direct Plan IDCW Reinvestment is 0.72%

What are the returns of Baroda BNP Paribas Balanced Advantage Fund Direct Plan IDCW Reinvestment since inception?

The Baroda BNP Paribas Balanced Advantage Fund Direct Plan IDCW Reinvestment was launched on Oct 22 2018. The fund has delivered a CAGR of 17.24 since inception.

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

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 Direct Plan IDCW Reinvestment is 500.

How do I invest in Baroda BNP Paribas Balanced Advantage Fund Direct Plan IDCW Reinvestment?

  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 Direct Plan IDCW Reinvestment?

  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 Direct Plan IDCW Reinvestment?

  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 Direct Plan IDCW Reinvestment?

  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.