Baroda BNP Paribas Balanced Advantage Fund-Regular Plan-IDCW Option

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan-IDCW Option is a scheme launched by Baroda BNP Paribas Mutual Fund on November 13, 2018, and falls under the Dynamic Asset Allocation fund category. It currently manages an AUM of Rs 4,424.23 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 1.89% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  Baroda BNP Paribas Balanced Advantage Fund-Regular Plan-IDCW Option trailing returns over different times are -6.99% (1 year), 3.57% (3 year) and 5.28% (5 year). The average annual return of this fund stands at -5.94%.