Baroda BNP Paribas Balanced Advantage Fund Direct Pyt of Inc Dis cum Cap Wdrl

Baroda BNP Paribas Balanced Advantage Fund Direct Pyt of Inc Dis cum Cap Wdrl is a hybrid fund. This fund was started on 14 November, 2018. The fund is managed by Pratish Krishnan, Neeraj Saxena, Gurvinder Wasan, Sanjay Chawla. This fund gives you the benefit of diversification.

1. Baroda BNP Paribas Balanced Advantage Fund Direct Pyt of Inc Dis cum Cap Wdrl has ₹4424 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
2. The fund has an expense ratio 0.7.
   

Baroda BNP Paribas Balanced Advantage Fund Direct Pyt of Inc Dis cum Cap Wdrl has given a CAGR return of 14.99% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.96%, 14.24% and 14.97% respectively.

Baroda BNP Paribas Balanced Advantage Fund Direct Pyt of Inc Dis cum Cap Wdrl has allocated its funds majorly in Government, Financial Services, Corporate, Industrial, Cash Equivalent, Consumer Cyclical, Health, Energy, Tech, Real Estate, Communication, Consumer Defensive, Utilities, Basic Materials.

As it is a dynamic asset allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

The primary objective of the Scheme is to generate capital appreciation by investing in a portfolio of equity or equity linked securities while the secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 250.00. Baroda BNP Paribas Balanced Advantage Fund Direct Pyt of Inc Dis cum Cap Wdrl has no lock in period.