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

Baroda BNP Paribas · Balanced Advantage
Moderate
₹25.53
Current NAV
25 Jun 2026
10.5%
1Y Return
14.0%
3Y CAGR
11.0%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.35).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.85).
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Higher expense ratio (2.25%) which can affect compounding over long horizons.
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
0.65
Beta
4.85
Alpha
1.82
Sortino
Fund Details
Fund House Baroda BNP Paribas
Category Balanced Advantage
AUM ₹2400 Cr
Expense Ratio 2.25%
Min SIP ₹500
Min Lumpsum ₹1000
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