Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Baroda BNP Paribas Balanced Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
HDFC Bank Ltd
7.3%
ICICI Bank Ltd
5.1%
Reliance Industries Ltd
3.7%
Bharti Airtel Ltd
2.8%
Infosys Ltd
2.7%
Piramal Finance Limited - NCD & Bonds
2.5%
Kotak Mahindra Bank Ltd
2.4%
Larsen & Toubro Ltd
2.3%
Sun Pharmaceuticals Industries Ltd
2.2%
Page Industries Ltd
2.0%
Top industry exposure
Financial Services
26.8%
Industrials
13.4%
Consumer Cyclical
8.0%
Healthcare
6.6%
Energy
6.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
186%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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.