Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.73%
NAV: ₹28.62 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth

  • ₹5,162.2 Cr
    AUM
  • ₹28.62
    NAV
  • 0.90%
    Expense Ratio
  • Hybrid
    Fund Category
As on Thu Nov 05, 2026
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We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
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Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.73% NA 2.03%
6 Months 3.26% NA 8.29%
1 Year 3.99% 3.99% 2.86%
2 Years 13.75% 6.65% 14.51%
3 Years 43.84% 12.88% 13.46%
5 Years 67.88% 10.92% 14.09%
7 Years 153.72% 14.23% NA
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As on Thu Nov 05, 2026

Asset Allocation of Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth

equities

80.79%

debt instruments

14.83%

other assets or cash equivalents

0.19%
Large Cap: 68.78%
Mid Cap: 23.85%
Small Cap: 7.36%
Other: 0.00%
Top Holdings
Others Cblo
6.23%
Others Cblo
6.23%
Others Cblo
6.23%
Hdfc Bank Ltd
7.15%
Hdfc Bank Ltd
6.73%
 
Top Sectors
Financial
58.81%
Unspecified
55.51%
Entities
5.07%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth

Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth is one Hybrid mutual fund offered by Baroda BNP Paribas Mutual Fund. Launched on 14 Nov 2018, the fund aims Capital appreciation over medium to long term. Investment in equity and equity linked securities as well as debt and money market instuments while managing risk through active asset allocation. It manages assets worth ₹5,162.2 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.9%.
The portfolio allocation consists of 80.79% in equities, 14.83% in debt instruments, 0.19% in other assets or cash equivalents.Managed by Sanjay Chawla, it has delivered a return of 3.99% in the last year, a total return since inception of 14.08%.
Those exploring investment options often evaluate various best sip to invest while they plan sustainable wealth.

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  • Gurvinder Singh Wasan

    Fund Manager

  • Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University.

    Manager Education

  • Neeraj Saxena

    Fund Manager

  • He is PGDBA finance and Masters in Organic Chemistry

    Manager Education

  • Pratish Krishnan

    Fund Manager

  • Mr. Krishnan has done MMS in Finance

    Manager Education

  • Sanjay Chawla

    Fund Manager

  • Mr. Sanjay Chawla holds a Masters degree in Management Studies from BITS Pilani.

    Manager Education

Key Metrics of Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth

  • Standard Deviation
    12.01%
  • Mean
    11.70%
  • Sharpe Ratio
    0.51%
  • Sortino Ratio
    0.62%

Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth Fund Details

Fund Names Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth
Inception Date 14 Nov 2018
Lock In No Lock-in
SIP Minimum Investment amount ₹250
SWP Minimum Investment amount ₹1000
STP Minimum Investment amount ₹1000
 
Risk Principal at very high risk
Category Average Annual Returns 2.86
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth Fund Returns Comparison

Compare Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth with other mutual funds in the same category

Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth

HDFC Balanced Advantage Fund Direct-Growth

HDFC Balanced Advantage Fund Direct-IDCW

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
HDFC Balanced Advantage Fund Direct-Growth trend ₹102,534 4.37% -0.91% -0.40% 11.85% 13.74%
HDFC Balanced Advantage Fund Direct-IDCW trend ₹102,534 4.37% -0.91% -0.40% 11.85% 13.74%
HDFC Balanced Advantage Fund Regular-Growth trend ₹102,534 4.33% -1.04% -0.96% 11.19% 13.04%
HDFC Balanced Advantage Fund Regular-IDCW trend ₹102,534 4.33% -1.04% -0.96% 11.19% 13.04%
Aditya Birla Sun Life Dynamic Asset Allocation Omni FOF Direct-Growth trend ₹238 2.73% -1.07% 3.22% 13.27% 11.38%
Aditya Birla Sun Life Dynamic Asset Allocation Omni FOF Direct-IDCW Half Yearly trend ₹238 2.73% -1.07% 3.22% 13.27% 11.38%
Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth trend ₹5,162 4.31% -0.73% 3.99% 12.88% 10.92%
Baroda Bnp Paribas Balanced Advantage Fund Direct-IDCW trend ₹5,162 4.31% -0.73% 3.99% 12.88% 10.92%
ICICI Prudential Balanced Advantage Direct-Growth trend ₹71,913 4.96% -0.48% 5.08% 11.91% 10.68%
ICICI Prudential Balanced Advantage Direct-IDCW trend ₹71,913 4.96% -0.48% 5.08% 11.91% 10.68%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Baroda BNP Paribas Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Baroda Bnp Paribas Balanced Advantage Fund Regular-Growth increase ₹5,162 4.21% -1.02% 2.67% 2.81% 11.59%
Baroda Bnp Paribas Balanced Advantage Fund Regular-IDCW increase ₹5,162 4.21% -1.02% 2.67% 2.81% 11.59%
Baroda Bnp Paribas Balanced Advantage Fund Direct-IDCW increase ₹5,162 4.31% -0.73% 3.26% 3.99% 12.88%
increase growth is based on 1-month returns of the funds

Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
HDFC Balanced Advantage Fund Direct-Growth trend ₹102,534 ₹572.03 11.85% 13.74% 13.82%
HDFC Balanced Advantage Fund Regular-Growth trend ₹102,534 ₹525.37 11.19% 13.04% 12.99%
HDFC Balanced Advantage Fund Regular-IDCW trend ₹102,534 ₹35.67 11.19% 13.04% 12.99%
HDFC Balanced Advantage Fund Direct-IDCW trend ₹102,534 ₹42.64 11.85% 13.74% 13.82%
ICICI Prudential Balanced Advantage-Growth trend ₹71,913 ₹79.70 11.27% 10.01% 10.79%
ICICI Prudential Balanced Advantage Direct-Growth trend ₹71,913 ₹89.55 11.91% 10.68% 11.62%
ICICI Prudential Balanced Advantage Direct-IDCW trend ₹71,913 ₹28.73 11.91% 10.68% 11.62%
ICICI Prudential Balanced Advantage-IDCW trend ₹71,913 ₹16.93 11.27% 10.01% 10.79%
SBI Balanced Advantage Fund Direct-Growth trend ₹40,545 ₹16.56 10.36% 10.04% -
SBI Balanced Advantage Fund Regular-Growth trend ₹40,545 ₹15.77 9.42% 9.02% -
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Top funds are based on Fund AUM

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Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Others CbloUnspecified6.23%₹321.66 Cr
Others CbloUnspecified6.23%₹321.66 Cr
Others CbloUnspecified6.23%₹321.66 Cr
Hdfc Bank LtdFinancial7.15%₹316.48 Cr
Hdfc Bank LtdFinancial6.73%₹316.01 Cr
Hdfc Bank LtdFinancial6.55%₹310.87 Cr
Hdfc Bank LtdFinancial6.81%₹309.65 Cr
Hdfc Bank LtdFinancial6.81%₹309.65 Cr
Hdfc Bank LtdFinancial6.84%₹298.26 Cr
Hdfc Bank LtdFinancial6.84%₹298.26 Cr
Hdfc Bank LtdFinancial6.24%₹291.44 Cr
Others CbloUnspecified5.26%₹280.99 Cr
Others CbloUnspecified5.26%₹280.99 Cr
Others CbloUnspecified5.26%₹280.99 Cr
Others CbloUnspecified5.26%₹280.99 Cr
Others CbloUnspecified5.26%₹280.99 Cr
Others CbloUnspecified5.26%₹280.99 Cr
Others CbloUnspecified5.26%₹280.99 Cr
Hdfc Bank LtdFinancial4.84%₹230.82 Cr
Government Of India 35943 Goi 05my35 6.33 Fv Rs 100Entities5.07%₹224.23 Cr
View More

Top Hybrid Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
HDFC Balanced Advantage Fund Direct-Growth increase ₹572.03 11.85% 13.74% -
HDFC Balanced Advantage Fund Direct-IDCW increase ₹42.64 11.85% 13.74% -
HDFC Balanced Advantage Fund Regular-Growth increase ₹525.37 11.19% 13.04% -
HDFC Balanced Advantage Fund Regular-IDCW increase ₹35.67 11.19% 13.04% -
Aditya Birla Sun Life Dynamic Asset Allocation Omni FOF Direct-Growth increase ₹62.37 13.27% 11.38% -
Aditya Birla Sun Life Dynamic Asset Allocation Omni FOF Direct-IDCW Half Yearly increase ₹57.12 13.27% 11.38% -
Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth increase ₹28.62 12.88% 10.92% -
Baroda Bnp Paribas Balanced Advantage Fund Direct-IDCW increase ₹17.22 12.88% 10.92% -
ICICI Prudential Balanced Advantage Direct-Growth increase ₹89.55 11.91% 10.68% -
ICICI Prudential Balanced Advantage Direct-IDCW increase ₹28.73 11.91% 10.68% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth

What is the current AUM of Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth?

As of Wed Sep 30, 2026, Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth manages assets worth ₹5,162.2 crore

How has Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth performed recently?

  • 3 Months: -0.73%
  • 6 Months: 3.26%

What is the long-term performance of Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth?

  • 3 Years CAGR: 12.88%
  • 5 Years CAGR: 10.92%
  • Since Inception: 14.08%

What is the portfolio composition of Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth?

Equity: 80.79%, Debt: 14.83%, Others: 0.19%.

Who manages Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth?

Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth is managed by Sanjay Chawla from Baroda BNP Paribas Mutual Fund.

What is the market-cap allocation of Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth?

Large Cap: 68.78%, Mid Cap: 23.85%, Small Cap: 7.36%.

Which are the top companies Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth has invested in?

  • Others CBLO – 6.23% of the fund's portfolio
  • Others CBLO – 6.23% of the fund's portfolio
  • Others CBLO – 6.23% of the fund's portfolio
  • HDFC Bank Ltd – 7.15% of the fund's portfolio
  • HDFC Bank Ltd – 6.73% of the fund's portfolio

Which are the major sectors Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth focuses on?

  • Financial – 58.81% of the fund's portfolio
  • Unspecified – 55.51% of the fund's portfolio
  • Entities – 5.07% of the fund's portfolio
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