X

We are upgrading our transaction portal and will be back soon.

BNP-Paribas-Mutual-Fund-Logo-Banner

Together for more

About Baroda BNP Paribas Balanced Advantage Fund

Equity markets over a period, have established a track record of wealth creation and delivered better returns than most other asset classes; but often, returns are accompanied with volatility which deter investors from investing in them. In turbulent times, usually, the investor reacts based on emotions and ends up selling his holdings, instead of accumulating them at lower levels.

Presenting Baroda BNP Paribas Balanced Advantage Fund, an open-ended balanced advantage fund which seeks 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.

For complete details on investment strategy, kindly refer the Scheme Information Document (SID) available on www.barodabnpparibasmf.in

Scheme Performance Summary

Above returns are as on June 30, 2022

Past performance may or may not be sustained in future and should not be used as a basis of comparison with other investments. Returns do not take into account the load, if any. Returns are for growth option. Different plans shall have a different expense structure.The performance details provided above are for regular/distributor plan.

Please refer below for fund manager details and performance of other funds managed by the Fund Manager(s)

**Benchmark & ***Additional Benchmark

Why Invest in Baroda BNP Paribas Balanced Advantage Fund

  • No need to time the markets

  • Elimination of human bias and emotions for allocating among asset classes

  • Multi-Parameter strategy used for deciding the net equity allocation

  • Risk mitigation through Dynamic Asset Allocation

  • Periodic rebalancing on monthly basis based on a proprietary asset allocation model

  • Aims to protect the downside through diversification across asset classes

  • Tax efficient returns being an equity-oriented fund.

Over 1.5 Lakh* investors have invested in our Baroda BNP Paribas Balanced Advantage Fund.

Over ₹ 1,200+ crores is the AUM in Baroda BNP Paribas Balanced Advantage Fund as on June 30, 2022.

* As on June 30, 2022

Performance chart for Balanced Advantage Fund

Performance of funds managed by Sanjay Chawla(As on 30/06/2022)
Managing fund since November 14, 2018

Performance of funds managed by Alok Sahoo(As on 30/06/2022)
Managing Fund since November 14, 2018

Performance of funds managed by Pratish Krishnan(As on 30/06/2022)
Managing Fund since August 5, 2021

Period for which scheme's performance has been provided is computed basis last day of the month-end preceding the date of advertisement.

Past performance may or may not be sustained in future and should not be used as a basis of comparison with other investments. Returns do not take into account the load, if any. Returns are for growth option. Different plans shall have a different expense structure. The performance details provided above are for regular/distributor plan.

For Fund Manager(s) & Managing Since Details click here

*Where returns are not available for that particular period, they have not been shown.

Performance Disclaimer

Period for which scheme's performance has been provided is computed basis last day of the month-end preceding the date of advertisement.

Past performance may or may not be sustained in future and should not be used as a basis of comparison with other investments. Returns do not take into account the load, if any. Returns are for growth option. Different plans shall have a different expense structure. The performance details provided above are for regular/distributor plan.

*Where returns are not available for that particular period, they have not been shown.

The word 'more' does not imply more returns or assurance of scheme performance. It refers to the additional value provided by the joint venture, as compared to Baroda AMC and BNP Paribas AMC individually.

Scheme Riskometer**


**basis portfolio of the Scheme as on July 31, 2022.

Riskometer


*Investors should consult their financial advisers if in doubt about whether the product is suitable for them

g

Benchmark Riskometer**


**Basis constituents of the scheme as on July 31, 2022

Benchmark

Benchmark

*The PRC matrix denotes the maximum risk that the respective Scheme can take i.e. maximum interest rate risk (measured by MD of the Scheme) and maximum credit risk (measured by CRV of the Scheme)

Are you new to Mutual Fund?

Before going in deep, Let us understand you little bit better. And we will provide proper guidince accordingly.

Yes, Let's start from basic No, I want to continue