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baroda bnp paribas balanced advantage fund regular growth
Baroda BNP Paribas Balanced Advantage Fund Regular Growth

Baroda BNP Paribas Balanced Advantage Fund Regular Growth

  • Very High Risk
  • Allocation
  • Dynamic Asset Allocation
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NAV as on Jun 27, 2025
i
Price per unit of the scheme.
₹ 24.75470.48%1 Day Change
3.72%
Minimum Investment₹5000
Expense Ratio1.92%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
5
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Baroda BNP Paribas Balanced Advantage Fund Regular Growth
VS
Allocation: Dynamic Asset Allocation Average NAV
    Topper in Allocation: Dynamic Asset Allocation
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Baroda BNP Paribas Balanced Advantage Fund Regular Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    Nifty Composite Debt Index TR INR
    Expense Ratio
    1.92%
    Category Avg Expense Ratio
    0.76%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 500
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 4,304.22 Cr(As on May, 2025)
    Inception Date
    Nov 14, 2018
    Turnover
    133.00 %
    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 over and above the 10% limit, on or before one year from the date of allotment: 1% of the applicable Net asset Value (NAV). If the units are redeemed after one year from the date of allotment Nil. The above Exit Load will be applicable to all subscription transactions, excluding switch ins.

    bt_logoABOUT THE FUND

    Objective: The primary objective of the Scheme is to generate capital appreciation by investing in a portfolio of equity or equity linked securities while the secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation.

    Baroda BNP Paribas Balanced Advantage Fund Regular Growth is an Allocation - Dynamic Asset Allocation fund. The fund was launched inNov 14, 2018. Its risk level is . The NAV of the fund as onJun 27, 2025 is ₹24.75. Its expense ratio is 1.92 %. The fund has an AUM of ₹4,304.22 Cr.The fund is managed bySanjay Chawla,Pratish Krishnan,Miten Vora,Prashant Pimple,Gurvinder Wasan,Neeraj Saxena.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Sanjay Chawla
    Sanjay Chawla
    i
    Lead Fund Manager.
    Nov 14, 2018 - Present
    • Schemes managed6
    • Total AUM₹ 11,596.84 Cr
    • Highest Return In 1 Yr9.96 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Baroda BNP Paribas ELSS Fund Direct Plan Growth Option
    ₹ 108.34
    3.72%
    3.62%
    Very High Risk
    ₹912.10Cr
    Baroda BNP Paribas Focused Direct Growth
    ₹ 25.56
    4.76%
    3.64%
    Very High Risk
    ₹685.22Cr
    Baroda BNP Paribas Flexi Cap Fund Direct Growth
    --
    ₹ 16.44
    3.17%
    3.92%
    Very High Risk
    ₹1,274.40Cr
    Baroda BNP Paribas ELSS Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 108.34
    • Fund Size₹912.10Cr
    Fund Return3.72%
    Category Return3.62%
    Baroda BNP Paribas Focused Direct Growth
    Very High Risk
    • NAV₹ 25.56
    • Fund Size₹685.22Cr
    Fund Return4.76%
    Category Return3.64%
    Baroda BNP Paribas Flexi Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.44
    • Fund Size₹1,274.40Cr
    Fund Return3.17%
    Category Return3.92%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Neeraj Saxena
    Neeraj Saxena
    i
    Lead Fund Manager.
    Oct 21, 2024 - Present
    • Schemes managed3
    • Total AUM₹ 6,188.94 Cr
    • Highest Return In 1 Yr9.96 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Baroda BNP Paribas Arbitrage Direct Growth
    --
    ₹ 16.95
    0.63%
    0.57%
    Low Risk
    ₹1,193.04Cr
    Baroda BNP Paribas Equity Savings Fund Direct Growth
    ₹ 17.81
    1.82%
    1.18%
    Moderately High risk
    ₹691.68Cr
    Baroda BNP Paribas Balanced Advantage Fund Direct Growth
    ₹ 27.03
    3.82%
    2.16%
    Very High Risk
    ₹4,304.22Cr
    Baroda BNP Paribas Arbitrage Direct Growth
    Low Risk--
    • NAV₹ 16.95
    • Fund Size₹1,193.04Cr
    Fund Return0.63%
    Category Return0.57%
    Baroda BNP Paribas Equity Savings Fund Direct Growth
    Moderately High risk
    • NAV₹ 17.81
    • Fund Size₹691.68Cr
    Fund Return1.82%
    Category Return1.18%
    Baroda BNP Paribas Balanced Advantage Fund Direct Growth
    Very High Risk
    • NAV₹ 27.03
    • Fund Size₹4,304.22Cr
    Fund Return3.82%
    Category Return2.16%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Pratish Krishnan
    Pratish Krishnan
    i
    Lead Fund Manager.
    Aug 5, 2021 - Present
    • Schemes managed7
    • Total AUM₹ 9,522.40 Cr
    • Highest Return In 1 Yr9.96 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Baroda BNP Paribas Equity Savings Fund Direct Growth
    ₹ 17.81
    1.82%
    1.18%
    Moderately High risk
    ₹691.68Cr
    Baroda BNP Paribas ELSS Fund Direct Plan Growth Option
    ₹ 108.34
    3.72%
    3.62%
    Very High Risk
    ₹912.10Cr
    Baroda BNP Paribas Aggressive Equity Hybrid Direct Growth
    ₹ 32.25
    2.23%
    2.82%
    Very High Risk
    ₹1,224.36Cr
    Baroda BNP Paribas Equity Savings Fund Direct Growth
    Moderately High risk
    • NAV₹ 17.81
    • Fund Size₹691.68Cr
    Fund Return1.82%
    Category Return1.18%
    Baroda BNP Paribas ELSS Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 108.34
    • Fund Size₹912.10Cr
    Fund Return3.72%
    Category Return3.62%
    Baroda BNP Paribas Aggressive Equity Hybrid Direct Growth
    Very High Risk
    • NAV₹ 32.25
    • Fund Size₹1,224.36Cr
    Fund Return2.23%
    Category Return2.82%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Miten Vora
    Miten Vora
    i
    Lead Fund Manager.
    Dec 1, 2022 - Present
    • Schemes managed15
    • Total AUM₹ 19,957.08 Cr
    • Highest Return In 1 Yr17.63 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Baroda BNP Paribas Equity Savings Fund Direct Growth
    ₹ 17.81
    1.82%
    1.18%
    Moderately High risk
    ₹691.68Cr
    Baroda BNP Paribas Mid Cap Fund Direct Plan Growth Option
    ₹ 120.53
    2.59%
    4.36%
    Very High Risk
    ₹2,136.80Cr
    Baroda BNP Paribas ELSS Fund Direct Plan Growth Option
    ₹ 108.34
    3.72%
    3.62%
    Very High Risk
    ₹912.10Cr
    Baroda BNP Paribas Equity Savings Fund Direct Growth
    Moderately High risk
    • NAV₹ 17.81
    • Fund Size₹691.68Cr
    Fund Return1.82%
    Category Return1.18%
    Baroda BNP Paribas Mid Cap Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 120.53
    • Fund Size₹2,136.80Cr
    Fund Return2.59%
    Category Return4.36%
    Baroda BNP Paribas ELSS Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 108.34
    • Fund Size₹912.10Cr
    Fund Return3.72%
    Category Return3.62%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Prashant Pimple
    Prashant Pimple
    i
    Lead Fund Manager.
    Oct 21, 2022 - Present
    • Schemes managed20
    • Total AUM₹ 24,914.24 Cr
    • Highest Return In 1 Yr10.89 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Baroda BNP Paribas Credit Risk Fund Direct Growth
    ₹ 24.45
    0.41%
    0.27%
    Moderately High risk
    ₹177.87Cr
    Baroda BNP Paribas Credit Risk Fund Segregated Portfolio 1 Direct Bonus
    --
    --
    -%
    -%
    Moderately High risk
    ₹0.00Cr
    Baroda BNP Paribas Floater Fund Direct Growth
    --
    ₹ 11.24
    0.66%
    0.56%
    Moderate Risk
    ₹17.70Cr
    Baroda BNP Paribas Credit Risk Fund Direct Growth
    Moderately High risk
    • NAV₹ 24.45
    • Fund Size₹177.87Cr
    Fund Return0.41%
    Category Return0.27%
    Baroda BNP Paribas Credit Risk Fund Segregated Portfolio 1 Direct Bonus
    Moderately High risk--
    • NAV--
    • Fund Size₹0.00Cr
    Fund Return--
    Category Return--
    Baroda BNP Paribas Floater Fund Direct Growth
    Moderate Risk--
    • NAV₹ 11.24
    • Fund Size₹17.70Cr
    Fund Return0.66%
    Category Return0.56%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Gurvinder Wasan
    Gurvinder Wasan
    i
    Lead Fund Manager.
    Oct 21, 2024 - Present
    • Schemes managed37
    • Total AUM₹ 49,901.58 Cr
    • Highest Return In 1 Yr10.89 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    JM Tax Gain Fund (Direct) - Growth
    ₹ 55.89
    5.08%
    3.62%
    Very High Risk
    ₹198.58Cr
    JM Midcap Fund Direct Growth
    --
    ₹ 20.17
    4.70%
    4.36%
    Very High Risk
    ₹1,396.31Cr
    JM Flexicap Fund (Direct) Growth Option
    ₹ 113.05
    3.22%
    3.92%
    Very High Risk
    ₹5,917.33Cr
    JM Tax Gain Fund (Direct) - Growth
    Very High Risk
    • NAV₹ 55.89
    • Fund Size₹198.58Cr
    Fund Return5.08%
    Category Return3.62%
    JM Midcap Fund Direct Growth
    Very High Risk--
    • NAV₹ 20.17
    • Fund Size₹1,396.31Cr
    Fund Return4.70%
    Category Return4.36%
    JM Flexicap Fund (Direct) Growth Option
    Very High Risk
    • NAV₹ 113.05
    • Fund Size₹5,917.33Cr
    Fund Return3.22%
    Category Return3.92%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on May, 2025
    EQUITY (82.27%)
    DEBT (15.88%)
    CASH (1.86%)
    Allocation by Market Cap
    Large Cap(46.01%)
    Mid Cap(18.20%)
    Small Cap(10.96%)
    Industry Holdings
    • Banks Regional20.89%
    • Information Technology Services6.74%
    • Drug Manufacturers Specialty Generic5.75%
    • Oil Gas Refining Marketing5.45%
    • Engineering Construction4.03%
    • Diversified Industrials3.89%
    Stock Holdings
    • HDFC Bank Ltd7.09%
    • ICICI Bank Ltd4.95%
    • Infosys Ltd2.90%
    • Bharti Airtel Ltd2.80%
    • Reliance Industries Ltd2.48%
    • Kotak Mahindra Bank Ltd2.41%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      --
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      --
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.88
      This Fund
      VS
      0.82
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.48
      This Fund
      VS
      1.41
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      10.14
      This Fund
      VS
      8.36
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Baroda BNP Paribas Asset Management India Pvt. Ltd.
    Baroda BNP Paribas Asset Management India Pvt. Ltd. manages assets worth ₹ 49,866.50 crores. It’s current offering of mutual fund schemes includes 21 equity, 14 debt and 8 hybrid schemes.
    phone icon
    Phone
    +91 22 69209600
    mail icon
    Email
    info@barodapioneer.in
    aum
    AUM
    ₹ 49,866.50 Cr (
    As on May 31, 2025
    )
    location
    Address
    Crescenzo, 7th Floor, G-Block, Mumbai,400 051

    bt_logoFAQ's

    What is the category of Baroda BNP Paribas Balanced Advantage Fund Regular Growth ?
    The category of Baroda BNP Paribas Balanced Advantage Fund Regular Growth is Allocation - Dynamic Asset Allocation
    What is the current NAV of Baroda BNP Paribas Balanced Advantage Fund Regular Growth ?
    The current NAV of Baroda BNP Paribas Balanced Advantage Fund Regular Growth as on Jun 27, 2025 is ₹24.75
    How safe is Baroda BNP Paribas Balanced Advantage Fund Regular Growth ?
    The risk level of Baroda BNP Paribas Balanced Advantage Fund Regular Growth is Very High.
    What are short term returns given by Baroda BNP Paribas Balanced Advantage Fund Regular Growth ?
    The return given by Baroda BNP Paribas Balanced Advantage Fund Regular Growth in 1 month is 3.72%, 3 months is 8.65%, 6 months is 5.22%, and 1 year is 8.71%
    What are the long term returns given by Baroda BNP Paribas Balanced Advantage Fund Regular Growth ?
    The return given by Baroda BNP Paribas Balanced Advantage Fund Regular Growth in 3 years is 18.30% and 5 years is 17.15%.
    What is the expense ratio of Baroda BNP Paribas Balanced Advantage Fund Regular Growth ?
    The expense ratio of Baroda BNP Paribas Balanced Advantage Fund Regular Growth is 1.92%
    What is the AUM of Baroda BNP Paribas Balanced Advantage Fund Regular Growth ?
    The assets under Management (AUM) of Baroda BNP Paribas Balanced Advantage Fund Regular Growth is Rs 4,304.22 crores.
    What is the minimum investment in Baroda BNP Paribas Balanced Advantage Fund Regular Growth ?
    The minimum Lumpsum investment in Baroda BNP Paribas Balanced Advantage Fund Regular Growth is ₹5,000.00 and the minimum SIP investment in Baroda BNP Paribas Balanced Advantage Fund Regular Growth is ₹500.00
    What is the asset allocation of Baroda BNP Paribas Balanced Advantage Fund Regular Growth?
    Baroda BNP Paribas Balanced Advantage Fund Regular Growth has an exposure of 82.27% in Equity, 15.88% in Debt and 1.86% in Cash & Money Market Securities

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