3 Year return
14.85%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹4111.83 Cr.
Expense Ratio
0.73% (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 |
22.55% |
4 |
Baroda BNP Paribas Balanced Advantage Fund |
14.86% |
3 |
Edelweiss Balanced Advantage Fund |
13.52% |
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 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 Payout
Hybrid . Aggressive Hybrid Fund
Baroda BNP Paribas Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
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 | 18.95% |
Expense Ratio | 0.73% |
Fund Manager | Sanjay Chawla |
Fund Size | ₹4111.83 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 |
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
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How do I invest in Baroda BNP Paribas Balanced Advantage Fund Direct Plan IDCW Reinvestment?
- 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 Direct Plan IDCW Reinvestment?
- 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 Direct Plan IDCW Reinvestment?
- 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 Direct Plan IDCW Reinvestment?
- 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.