Baroda BNP Paribas Balanced Advantage Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 29.24 | 15.29 | 16.52 | N/A |
Average Rolling Returns(%) | 17.96 | 17.11 | 17.05 | N/A |
The Current NAV of Baroda BNP Paribas Balanced Advantage Fund - Growth - Direct Plan is ₹23.42.
It is better to invest in a fund with a longer track record as Baroda BNP Paribas Balanced Advantage Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 - TRI returns, as Funds portfolio is significantly different.
Baroda BNP Paribas Balanced Advantage Fund - Growth - Direct Plan fund’s expense ratio is 0.72%
The process for redemption is
The AUM of Baroda BNP Paribas Balanced Advantage Fund - Growth - Direct Plan is currently ₹3,784 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and Larsen & Toubro and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 32% of fund’s portfolio respectively.
Top three sectors of Baroda BNP Paribas Balanced Advantage Fund - Growth - Direct Plan fund are Others, BFSI and Construction & Infrastructure accounting for 58% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Balanced Advantage it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Baroda BNP Paribas Balanced Advantage Fund - Growth - Direct Plan Fund is Hybrid - Balanced Advantage.
Sanjay Chawla and Pratish Krishnan manage the Baroda BNP Paribas Balanced Advantage Fund - Growth - Direct Plan Fund.
Baroda BNP Paribas Balanced Advantage Fund - Growth - Direct Plan current PE ratio is 39.86 and PB ratio is 8.13
The asset allocation of Baroda BNP Paribas Balanced Advantage Fund - Growth - Direct Plan is Stocks : 67.26%, Debt : 28.32% and Gold : 4.39%
The minimum SIP amount for Baroda BNP Paribas Balanced Advantage Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for Baroda BNP Paribas Balanced Advantage Fund - Growth - Direct Plan is Nil upto 10% of units and 1% for remaining units on or before 1 year, Nil after 1 year