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MF_145396

Baroda BNP Paribas Balanced Advantage Fund-Direct Plan-Growth Option

Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation

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End Amount
₹27,195.31
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.41%
MF_145396 Return
Benchmark CAGR
11.50%
Nifty 50
Inflation Adj. CAGR
7.97%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
0.60
Volatility vs Benchmark
Sharpe Ratio
0.67
Risk-Adjusted Return
Sortino Ratio
1.06
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 52% 16% 34%
60 days 49% 13% 19%
90 days 51% 11% 15%
180 days 56% 8% 10%
1Yr 62% 6% 8%
3Yr 66% 2% 3%
5Yr 64% 1% 2%
7Yr 100% 2% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Baroda BNP Paribas Balanced Advantage Fund-Direct Plan-Growth Option Nifty 50
30 days -11.5% | -49.9% | 17.5% | 132.1% 26.6% | -62.0% | 13.7% | 201.7%
60 days -32.6% | -37.2% | 15.6% | 89.6% -23.0% | -50.2% | 15.5% | 137.1%
90 days -21.0% | -31.5% | 15.6% | 74.1% -25.0% | -60.3% | 15.3% | 119.1%
1 Year -0.6% | -0.6% | 13.1% | 41.0% -10.0% | -18.6% | 10.6% | 60.9%
3 Years 11.6% | 11.7% | 15.6% | 20.0% 7.7% | 7.2% | 15.3% | 26.7%
5 Years 9.8% | 10.2% | 16.4% | 19.6% 6.4% | 6.3% | 16.0% | 23.4%
7 Years 13.5% | 13.5% | 14.9% | 15.7% 11.2% | 11.2% | 12.7% | 15.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 6 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 19, 2020 July 4, 2020 136 days 21% Nifty 50: 37% 11695 9272 11755
Jan. 14, 2022 Sept. 3, 2022 232 days 12% Nifty 50: 16% 17398 15333 17419
Dec. 14, 2022 May 4, 2023 141 days 5% Nifty 50: 9% 18228 17284 18335
Dec. 10, 2024 May 29, 2025 170 days 11% Nifty 50: 10% 26071 23083 26125
Feb. 11, 2026 May 6, 2026 84 days 10% Nifty 50: 14% 27933 25220 27942
Aug. 25, 2026 Oct. 30, 2026 66 days 8% Nifty 50: 9% 29057 26640 27195