Baroda BNP Paribas Balanced Advantage Fund Direct growth

Hybrid • Dynamic • Direct growth

Credit Rating
Average credit rating
AAA (Highest)

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Hybrid

Dynamic

Direct growth

Launched On
14 Nov 2018
6.9 years ago
Lock-in Period
No lock-in
NAV
as of 17 Oct 2025
₹27.22
+0.1873% (0.10)
AUM
₹4,362 Cr
Expense ratio
0.74%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 1Y

1%

If units sold after 1Y

0%

Distribution

Asset split
Market capital
Equity83.58%
Debt13.96%
Cash2.45%

What's in this fund?

Credit Rating
Sectors
Holdings
Financial Services

Financial Services

30.34%
Consumer Cyclical

Consumer Cyclical

13.56%
Industrials

Industrials

12.13%
Healthcare

Healthcare

7.14%
Consumer Defensive

Consumer Defensive

7.08%

Fund House

Baroda BNP

Baroda BNP

Inc: 22 Feb 2002 • Total AUM: ₹46,838 Cr • Rank #22
Baroda BNP Paribas Mutual Fund, started in 1996, has Bank of Baroda as its sponsor. The fund house is headed by Suresh Soni as the CEO. As of 31 March 2024, it has an AUM of ₹39,092 Cr. It functions under the holding company BNP Paribas, spread across 90 plus cities.

Fund Managers

Sanjay Chawla

Experience: 9.96 yrs • Total AUM: 78,514 Cr

Gurvinder Wasan

Experience: 3.53 yrs • Total AUM: 2,43,417 Cr

Pratish Krishnan

Experience: 6.11 yrs • Total AUM: 64,160 Cr

Neeraj Saxena

Experience: 3.59 yrs • Total AUM: 44,668 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.