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 28th Feb
Top holdings
HDFC Bank Ltd
7.1%
Reliance Industries Ltd
5.2%
ICICI Bank Ltd
4.6%
Piramal Capital & Housing Finance Limited - NCD & Bonds
2.8%
Tata Consultancy Services Ltd
2.4%
Bharti Airtel Ltd
2.4%
Larsen & Toubro Ltd
2.3%
Infosys Ltd
2.3%
Shriram Finance Ltd
2.0%
Sun Pharmaceuticals Industries Ltd
2.0%
Top industry exposure
Financial Services
25.8%
Industrials
12.9%
Energy
7.6%
Consumer Cyclical
7.1%
Technology
6.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
226%
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.