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

Baroda BNP Paribas · Balanced Advantage
Moderate
₹16.35
Current NAV
28 Oct 2026
-10.5%
1Y Return
1.3%
3Y CAGR
0.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.26%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.96).
  • Very large asset base (AUM: ₹21,510 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
0.96
Sharpe Ratio
0.56
Beta
5.96
Alpha
1.21
Sortino
Fund Details
Fund House Baroda BNP Paribas
Category Balanced Advantage
AUM ₹21510 Cr
Expense Ratio 0.26%
Min SIP ₹500
Min Lumpsum ₹1000
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