NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹16.73
-2.30%
NAV as on 20 Jan 25, 12:00 AM
very high risk
dynamic asset allocation
equity
NAV as on 20 Jan 25, 12:00 AM
very high risk
dynamic asset allocation
equity
14.71%p.a.
Last 1Y
12.62%p.a.
Last 3Y
15.67%p.a.
Last 5Y
15.00%p.a.
Since Inception
About Baroda BNP Paribas Balanced Advantage Fund Pyt of Inc Dis cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Baroda BNP Paribas Balanced Advantage Fund Pyt of Inc Dis cum Cap Wdrl scheme from Baroda BNP Paribas Asset Management India Pvt. Ltd.. It is a Dynamic Asset Allocation mutual fund scheme that predominantly invests in Dynamic Asset Allocation stocks of companies. Launched on Nov 2018, Baroda BNP Paribas Balanced Advantage Fund Pyt of Inc Dis cum Cap Wdrl is Dynamic Asset Allocation fund of its category with 4,212.51 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Dynamic Asset Allocation funds.
- Baroda BNP Paribas Balanced Advantage Fund Pyt of Inc Dis cum Cap Wdrl delivered 14.7% annual returns during the last year. It has delivered 15.0% average annual returns since the fund was launched.
- Baroda BNP Paribas Balanced Advantage Fund Pyt of Inc Dis cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
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.
Top 10 Holdings
HDFC Bank Ltd
6.61%
Reliance Industries Ltd
5.07%
ICICI Bank Ltd
4.04%
Piramal Capital & Housing Finance Limited
2.71%
Tata Consultancy Services Ltd
2.64%
Infosys Ltd
2.62%
Zomato Ltd
2.34%
NTPC Ltd
2.33%
Larsen & Toubro Ltd
2.16%
Bharti Airtel Ltd
2.12%
Fund Managers
- Sanjay Chawla (Nov 2018 - Present)
- Gurvinder Wasan (Oct 2024 - Present)
- Pratish Krishnan (Aug 2021 - Present)
- Neeraj Saxena (Oct 2024 - Present)
Key Information
View Scheme Document
Baroda BNP Paribas Balanced Advantage Fund Pyt of Inc Dis cum Cap Wdrl SIP Calculator
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NRI Mutual Fund Tax on Baroda BNP Paribas Balanced Advantage Fund Pyt of Inc Dis cum Cap Wdrl
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Baroda BNP Paribas Balanced Advantage Fund Pyt of Inc Dis cum Cap Wdrl?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Baroda BNP Paribas Balanced Advantage Fund Pyt of Inc Dis cum Cap Wdrl
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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