Baroda BNP Paribas Balanced Advantage Fund - Regular Plan

Name: Baroda BNP Paribas Balanced Advantage Fund - Regular Plan
Brand: Baroda BNP Paribas Mutual Fund

Invest Online Fund Card

Value Research Rating

Our Opinion

Riskometer

Very High

₹24.1027 0.76%

As on 18-Mar-2026

Returns

Calculate SIP Returns of Baroda BNP Paribas Balanced Advantage Fund - Regular Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

More Details about Returns

Risk

This fund has Very High risk.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

As per SEBI's Riskometer.

More Details about Risk

Portfolio of Baroda BNP Paribas Balanced Advantage Fund - Regular Plan

Asset Allocation

Market Cap Weightage

We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.

Portfolio Breakdown

Peer Comparison

Fund name	Risk		Expense Ratio (%)
Baroda BNP Paribas Balanced Advantage Fund - Regular Plan	Very High	loading...	1.88
HDFC Balanced Advantage Fund - Regular Plan Invest Online	Very High	loading...	1.35
ICICI Prudential Balanced Advantage Fund Invest Now	Very High	loading...	1.43
SBI Balanced Advantage Fund - Regular Plan Invest Online	High	loading...	1.54
Nippon India Balanced Advantage Fund Invest Online	Very High	loading...	1.74

Detailed Comparison

Other details of Baroda BNP Paribas Balanced Advantage Fund - Regular Plan

Assets

₹4,767 Cr

Exit Load (Days)

1.00 (365)

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

Min. SIP Investment (₹)

250

Min. No of Cheques

More Details

About Baroda BNP Paribas Balanced Advantage Fund - Regular Plan

Baroda BNP Paribas Balanced Advantage Fund - Regular Plan is a hybrid mutual fund scheme of Baroda BNP Paribas Mutual Fund. Launched on November 14, 2018, it is currently managed by Sanjay Chawla, Gurvinder Singh Wasan, Pratish Krishnan and Neeraj Saxena. The fund has an expense ratio of 1.88% with an overall AUM (Assets Under Management) of ₹4,767 Cr.

Baroda BNP Paribas Balanced Advantage Fund - Regular Plan invests in a mix of equity and fixed-income securities. The proportion of the two is dynamically managed and may keep varying depending on the market outlook of the fund manager. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹250.

Investment Strategy

The scheme seeks 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.

Suitability

Dynamic Asset Allocation funds are suitable for investors:

Looking to invest in a portfolio of equity and debt for moderate returns
Who prefer to let fund manager decide how much to invest in equity and in debt
Aiming for long-term wealth creation
With a 5+ year investment horizon
Who are new/unfamiliar with market's ups and downs

Note:

Invest only through SIP

Capital Gains Taxation

The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.

If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

Latest news on Baroda BNP Paribas Balanced Advantage Fund - Regular Plan

Income distribution under three schemes of Baroda BNP Paribas Mutual Fund

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Income distribution under various schemes of Baroda BNP Paribas Mutual Fund

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FAQ for Baroda BNP Paribas Balanced Advantage Fund - Regular Plan

How to Invest in Baroda BNP Paribas Balanced Advantage Fund - Regular Plan?

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Baroda BNP Paribas Balanced Advantage Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Baroda BNP Paribas Balanced Advantage Fund - Regular Plan can be bought from the Baroda BNP Paribas Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

What is the current NAV of Baroda BNP Paribas Balanced Advantage Fund - Regular Plan Today?

The latest declared NAV of Baroda BNP Paribas Balanced Advantage Fund - Regular Plan, is ₹24.1027 as of 19-Mar-2026.

What are the top holdings of Baroda BNP Paribas Balanced Advantage Fund - Regular Plan?

Company	Percentage of Portfolio
GOI Sec 6.48 06/10/2035	3.44
GOI Sec 7.18 14/08/2033	2.27
Piramal Finance Ltd Debenture 6.75 26/09/2031	1.28
GOI Sec 6.01 21/07/2030	1.23
IndiGrid Infrastructure Trust	1.18

What is the return of Baroda BNP Paribas Balanced Advantage Fund - Regular Plan in the last 5 years?

Over the past five years, Baroda BNP Paribas Balanced Advantage Fund - Regular Plan has delivered an annualised return of 10.85% as of 19-Mar-2026.

What is the minimum investment required in Baroda BNP Paribas Balanced Advantage Fund - Regular Plan?

The minimum investment required to start investing in Baroda BNP Paribas Balanced Advantage Fund - Regular Plan is ₹5,000 for the lump sum option and ₹250 for the SIP (Systematic Investment Plan) option.