Home› Funds› Baroda BNP Paribas Balanced Advantage Fund-Direct

Baroda BNP Paribas Balanced Advantage Fund-Direct Plan-Growth Option

Baroda BNP Paribas · Balanced Advantage
Moderate
₹27.17
Current NAV
28 Oct 2026
-0.9%
1Y Return
11.4%
3Y CAGR
9.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.65%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.35).
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.35
Sharpe Ratio
1.55
Beta
-0.65
Alpha
1.82
Sortino
Fund Details
Fund House Baroda BNP Paribas
Category Balanced Advantage
AUM ₹8900 Cr
Expense Ratio 0.65%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Balanced Advantage
The Wealth Company Balanced Advantage Fund - Direct Growth
The Wealth Company Balanced Advantage
₹9.51 19.6%
The Wealth Company Balanced Advantage Fund - Regular Growth
The Wealth Company Balanced Advantage
₹9.37 17.4%
The Wealth Company Balanced Advantage Fund - Regular IDCW
The Wealth Company Balanced Advantage
₹9.37 13.6%
Nippon India Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option
Nippon India
₹9.68 11.6%