Baroda BNP Paribas Balanced Advantage Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.77
• Std Deviation 9.35%
• Tracking Error 0.00%

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.

The Baroda BNP Paribas Balanced Advantage Fund Regular Growth has an AUM of 4748.18 crores & has delivered CAGR of 11.87% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.88%. The minimum investment in Baroda BNP Paribas Balanced Advantage Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include HDFC Bank, 6.48% Govt Stock 2035, Infosys & Reliance Industries.

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Consumer Financial Services & Software & Programming.

Some of the similar funds are Axis Balanced Advantage Fund Regular Growth, Baroda BNP Paribas Balanced Advantage Fund Regular Growth, Tata Balanced Advantage Fund Regular Growth, NJ Balanced Advantage Fund Regular Growth, Aditya Birla Sun Life Balanced Advantage Fund Growth. Baroda BNP Paribas Balanced Advantage Fund Regular Growth has a sharpe ratio of 0.77 & a standard deviation of 9.35%.