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Baroda BNP Paribas Balanced Advantage Fund · Regular · Growth

Baroda BNP Paribas Mutual Fund

#3 of 35 (1Y)

₹25.1156

0.40 (+1.60%)

NAV as of 12 Jun 2026

Today's NAV — all variants

Regular · Growth

₹₹25.1156

0.40 (+1.60%)

12 Jun 2026

AMFI: 145387

Direct · Growth

₹₹27.7250

0.44 (+1.61%)

12 Jun 2026

AMFI: 145396

Regular · IDCW

₹₹15.8620

0.25 (+1.61%)

12 Jun 2026

AMFI: 145389

Direct · IDCW

₹₹17.5499

0.28 (+1.61%)

12 Jun 2026

AMFI: 145397

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.41%
1 Month+0.73%
3 Months+6.06%
6 Months+0.14%
1 Year+3.54%
3 Years (CAGR)+12.28%
5 Years (CAGR)+10.96%
10 Years (CAGR)
Since Inception (Nov 2018)+12.93%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+3.91%
3 Year SIP+8.24%
5 Year SIP+10.44%
Since Inception (Nov 2018)+12.26%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹45,500

Invested

₹71,527

Value today

11.8%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹2,472

Value today

12.7%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹4,55,000

Withdrawn

₹17,56,619

Corpus left

+₹12,11,619 net gain — withdrew ₹4,55,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹14,48,930

Value today

-2.3%

vs lumpsum

Direct lumpsum would have beaten STP by 2.3% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹2,71,636

Value today

2.7×

Multiple

Staying invested through that crash turned ₹1L into ₹2,71,636 — a 2.7× return

Read: Staying invested through crashes

Fund Details

Fund HouseBaroda BNP Paribas Mutual Fund
CategoryDynamic Asset Allocation
Plan Typeregular
Optiongrowth
AUM₹4,665 Cr
Expense Ratio1.88%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 50 Hybrid Composite Debt 50:50 Index
Launch Date14 Nov 2018
AMFI Code145387

Risk Metrics

Trailing 1 year, annualised

-0.14

Sharpe Ratio

Alpha

Beta

-0.13

Sortino

11.58%

Std Dev

-10.46%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Equity26 holdings · 52.6%
Security% NAV

Hdfc Bank Limited

INE040A01034

4.38%

Reliance Industries Limited

INE002A01018

3.61%

Bharti Airtel Limited

INE397D01024

2.68%

Bharat Heavy Electricals Limited

INE257A01026

2.59%

Multi Commodity Exchange Of India Limited

INE745G01043

2.44%

Larsen & Toubro Limited

INE018A01030

2.28%

Indusind Bank Limited

INE095A01012

2.22%

Jsw Steel Limited

INE019A01038

2.13%

Hitachi Energy India Limited

INE07Y701011

2.12%

Infosys Limited

INE009A01021

2.11%

Bharat Electronics Limited

INE263A01024

1.90%

Sun Pharmaceutical Industries Limited

INE044A01036

1.90%

Power Grid Corporation Of India Limited

INE752E01010

1.84%

Radico Khaitan Limited

INE944F01028

1.74%

Ultratech Cement Limited

INE481G01011

1.71%

Samvardhana Motherson International Limited

INE775A01035

1.68%

Marico Limited

INE196A01026

1.63%

The Federal Bank Limited

INE171A01029

1.63%

Kotak Mahindra Bank Limited

INE237A01036

1.62%

Icici Bank Limited

INE090A01021

1.59%

Ge Vernova T&D India Limited

INE200A01026

1.50%

Eicher Motors Limited

INE066A01021

1.49%

Shriram Finance Limited

INE721A01047

1.48%

Karur Vysya Bank Limited

INE036D01028

1.46%

One 97 Communications Limited

INE982J01020

1.43%

Hindustan Unilever Limited

INE030A01027

1.42%
Other24 holdings · 48.1%
Security% NAV

Hdfc Bank Limited

INE040A01034

4.57%

Reliance Industries Limited

INE002A01018

3.69%

Bharti Airtel Limited

INE397D01024

2.65%

Larsen & Toubro Limited

INE018A01030

2.17%

Multi Commodity Exchange Of India Limited

INE745G01043

2.08%

Infosys Limited

INE009A01021

2.06%

Sun Pharmaceutical Industries Limited

INE044A01036

2.01%

Indusind Bank Limited

INE095A01012

1.98%

Bharat Heavy Electricals Limited

INE257A01026

1.97%

Bharat Electronics Limited

INE263A01024

1.93%

Power Grid Corporation Of India Limited

INE752E01010

1.87%

Eternal Limited

INE758T01015

1.78%

7.18% Government Of India (14/08/2033)

IN0020230085

1.77%

Ultratech Cement Limited

INE481G01011

1.72%

Hitachi Energy India Limited

INE07Y701011

1.67%

Jsw Steel Limited

INE019A01038

1.67%

Icici Bank Limited

INE090A01021

1.66%

Kotak Mahindra Bank Limited

INE237A01036

1.63%

The Federal Bank Limited

INE171A01029

1.60%

Samvardhana Motherson International Limited

INE775A01035

1.59%

Karur Vysya Bank Limited

INE036D01028

1.57%

Shriram Finance Limited

INE721A01047

1.50%

Vedanta Limited

INE205A01025

1.50%

Radico Khaitan Limited

INE944F01028

1.45%

Performance Comparison

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Investment Objective

Baroda BNP Paribas Balanced Advantage Fund · Regular · Growth by Baroda BNP Paribas Mutual Fund is a Dynamic Asset Allocation fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Dynamic Asset Allocation category.

About This Fund

Baroda BNP Paribas Balanced Advantage Fund · Regular · Growth is a Dynamic Asset Allocation mutual fund offered by Baroda BNP Paribas Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹4,665 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 Hybrid Composite Debt 50:50 Index. The current expense ratio is 1.88%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations