- Home
- Mutual Funds
- Baroda BNP Paribas Mutual Fund
- Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw
Fund Overview of Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw
-
₹4,871.0 CrAUM
-
₹17.87NAV
-
0.74%Expense Ratio
-
HybridFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 7.19% | NA | 2.03% |
| 6 Months | 3.18% | NA | 8.29% |
| 1 Year | 6.59% | 6.59% | 2.86% |
| 2 Years | 16.00% | 7.70% | 14.51% |
| 3 Years | 48.02% | 13.97% | 13.46% |
| 5 Years | 82.64% | 12.80% | 14.09% |
| 7 Years | 164.35% | 14.90% | NA |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
{{compareMutualFunds}}
Asset Allocation
equities
78.76%debt instruments
16.04%other assets or cash equivalents
0.74%Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw is one Hybrid mutual fund offered by Baroda BNP Paribas Mutual Fund. Launched on 14 Nov 2018, the fund aims Capital appreciation over medium to long term. Investment in equity and equity linked securities as well as debt and money market instuments while managing risk through active asset allocation. It manages assets worth ₹4,871.0 crore as on Sun May 31, 2026. The expense ratio stands at 0.74%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw
The portfolio allocation consists of 78.76% in equities, 16.04% in debt instruments, 0.74% in other assets or cash equivalents.Managed by Sanjay Chawla, it has delivered a return of 6.59% in the last year, a total return since inception of 14.64%.
The latest dividend was declared on 29 May 2026 at 1.80% of face value.
As planning financial products individuals also look at best sip investment depending on financial goals.
Key Metrics of Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw
-
Standard Deviation11.69%
-
Sharpe Ratio0.72%
-
Beta1.43%
Fund Details
|
|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
HDFC Balanced Advantage Fund Direct-growth  |
₹104,016 | 2.52% | 3.44% | 1.30% | 15.09% | 15.72% |
| HDFC Balanced Advantage Fund Direct-idcw |
₹104,016 | 2.52% | 3.44% | 1.30% | 15.09% | 15.72% |
| HDFC Balanced Advantage Fund Regular-growth |
₹104,016 | 2.48% | 3.30% | 0.71% | 14.40% | 15.01% |
| HDFC Balanced Advantage Fund Regular-idcw |
₹104,016 | 2.48% | 3.30% | 0.71% | 14.40% | 15.01% |
| Baroda Bnp Paribas Balanced Advantage Fund Direct-growth |
₹4,871 | 1.85% | 7.19% | 6.59% | 13.97% | 12.80% |
| Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw |
₹4,871 | 1.85% | 7.19% | 6.59% | 13.97% | 12.80% |
| Aditya Birla Sun Life Dynamic Asset Allocation Omni Fof Direct-growth |
₹233 | 2.08% | 5.48% | 3.51% | 14.63% | 12.75% |
| Aditya Birla Sun Life Dynamic Asset Allocation Omni Fof Direct-idcw Half Yearly |
₹233 | 2.08% | 5.48% | 3.51% | 14.63% | 12.75% |
| Franklin India Dynamic Asset Allocation Active Fof Direct-growth |
₹1,224 | 1.80% | 3.70% | 1.05% | 11.81% | 12.58% |
| Franklin India Dynamic Asset Allocation Active Fof Direct-idcw |
₹1,224 | 1.80% | 3.70% | 1.05% | 11.81% | 12.58% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Baroda BNP Paribas Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Baroda Bnp Paribas Balanced Advantage Fund Regular-growth
|
₹4,871 | 1.74% | 6.88% | 2.60% | 5.38% | 12.65% |
|
Baroda Bnp Paribas Balanced Advantage Fund Direct-growth
|
₹4,871 | 1.85% | 7.19% | 3.18% | 6.59% | 13.97% |
|
Baroda Bnp Paribas Balanced Advantage Fund Regular-idcw
|
₹4,871 | 1.74% | 6.88% | 2.60% | 5.38% | 12.65% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Balanced Advantage Fund Regular-growth |
₹104,016 | ₹519.48 | 14.40% | 15.01% | 13.94% |
| HDFC Balanced Advantage Fund Direct-growth |
₹104,016 | ₹564.46 | 15.09% | 15.72% | 14.80% |
| HDFC Balanced Advantage Fund Direct-idcw |
₹104,016 | ₹43.34 | 15.09% | 15.72% | 14.80% |
| HDFC Balanced Advantage Fund Regular-idcw |
₹104,016 | ₹36.53 | 14.40% | 15.01% | 13.94% |
| ICICI Prudential Balanced Advantage-growth |
₹70,570 | ₹77.15 | 11.76% | 10.82% | 11.05% |
| ICICI Prudential Balanced Advantage Direct-growth |
₹70,570 | ₹86.51 | 12.42% | 11.50% | 11.91% |
| ICICI Prudential Balanced Advantage Direct-idcw |
₹70,570 | ₹29.37 | 12.42% | 11.50% | 11.91% |
| ICICI Prudential Balanced Advantage-idcw |
₹70,570 | ₹18.01 | 11.76% | 10.82% | 11.05% |
| SBI Balanced Advantage Fund Direct-growth |
₹40,673 | ₹16.54 | 11.92% | - | - |
| SBI Balanced Advantage Fund Regular-growth |
₹40,673 | ₹15.80 | 10.95% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 3.36% | ₹163.80 Cr |
| Reliance Industries Ltd | Energy & Utilities | 3.25% | ₹158.54 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 2.56% | ₹124.56 Cr |
| Bharti Airtel Ltd | Technology | 2.53% | ₹123.46 Cr |
| Larsen & Toubro Ltd | Industrials | 2.51% | ₹122.30 Cr |
| Hitachi Energy India Ltd | Industrials | 2.37% | ₹115.34 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 2.37% | ₹115.23 Cr |
| Indusind Bank Ltd | Financial | 2.16% | ₹105.15 Cr |
| Jsw Steel Ltd | Materials | 2.10% | ₹102.24 Cr |
| Samvardhana Motherson International Ltd | Consumer Discretionary | 1.97% | ₹96.19 Cr |
| Bharat Electronics Ltd | Industrials | 1.86% | ₹90.37 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 1.85% | ₹89.96 Cr |
| Eicher Motors Ltd | Consumer Discretionary | 1.84% | ₹89.71 Cr |
| Marico Ltd | Consumer Staples | 1.69% | ₹82.17 Cr |
| Radico Khaitan Ltd | Consumer Staples | 1.66% | ₹80.93 Cr |
| Power Grid Corporation Of India Ltd | Energy & Utilities | 1.64% | ₹79.90 Cr |
| Cummins India Ltd | Industrials | 1.63% | ₹79.39 Cr |
| The Federal Bank Ltd | Financial | 1.60% | ₹78.02 Cr |
| Kotak Mahindra Bank Ltd | Financial | 1.59% | ₹77.45 Cr |
| Others Cblo | Unspecified | 1.52% | ₹74.18 Cr |
| Ge T&d India Ltd | Industrials | 1.48% | ₹72.08 Cr |
| Shriram Transport Finance Company Ltd | Financial | 1.46% | ₹71.04 Cr |
| Karur Vysya Bank Ltd | Financial | 1.45% | ₹70.74 Cr |
| Infosys Ltd | Technology | 1.43% | ₹69.65 Cr |
| One 97 Communications Ltd | Industrials | 1.42% | ₹69.40 Cr |
| Icici Bank Ltd | Financial | 1.42% | ₹69.10 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 1.41% | ₹68.53 Cr |
| Axis Bank Ltd | Financial | 1.39% | ₹67.55 Cr |
| Navin Fluorine International Ltd | Materials | 1.24% | ₹60.60 Cr |
| Persistent Systems Ltd | Technology | 1.23% | ₹59.73 Cr |
| Dewan Housing Finance Corporation Ltd Debenture 6.75 26/09/2031 | Financial | 1.22% | ₹59.34 Cr |
| National Highways Infra Trust | Industrials | 1.21% | ₹58.80 Cr |
| India Grid Trust Eq | Industrials | 1.19% | ₹58.21 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 1.18% | ₹57.41 Cr |
| Ultratech Cement Ltd | Materials | 1.18% | ₹57.41 Cr |
| Polycab India Ltd | Industrials | 1.17% | ₹56.87 Cr |
| Tech Mahindra Ltd | Technology | 1.14% | ₹55.65 Cr |
| Goi Sec 7.18 14/08/2033 | Entities | 1.13% | ₹55.27 Cr |
| Ntpc Ltd | Energy & Utilities | 1.11% | ₹54.17 Cr |
| State Bank Of India | Financial | 1.09% | ₹53.04 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 1.09% | ₹53.03 Cr |
| Sbi Life Insurance Company Ltd | Financial | 1.03% | ₹50.33 Cr |
| Ajanta Pharma Ltd | Healthcare | 1.02% | ₹49.79 Cr |
| Iifl Wealth Management Ltd | Financial | 1.02% | ₹49.70 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 1.01% | ₹49.23 Cr |
| Nxt-infra Trust | Industrials | 1.01% | ₹49.00 Cr |
| Titan Company Ltd | Consumer Discretionary | 0.96% | ₹46.86 Cr |
| Icici Prudential Asset Management Company Ltd. | 0.94% | ₹46.00 Cr | |
| Fractal Analytics Ltd. | 0.94% | ₹45.78 Cr | |
| Amber Enterprises India Ltd | Consumer Discretionary | 0.94% | ₹45.69 Cr |
| Solar Industries India Ltd | Materials | 0.94% | ₹45.62 Cr |
| Nhpc Ltd | Energy & Utilities | 0.92% | ₹44.96 Cr |
| Vedanta Ltd | Materials | 0.87% | ₹42.31 Cr |
| Muthoot Finance Ltd | Financial | 0.86% | ₹41.79 Cr |
| Canara Bank | Financial | 0.81% | ₹39.24 Cr |
| Sagility India Ltd. | Industrials | 0.80% | ₹38.99 Cr |
| Net Receivables | Unspecified | 0.74% | ₹35.61 Cr |
| Nestle India Ltd | Consumer Staples | 0.73% | ₹35.54 Cr |
| National Bank For Agriculture And Rural Development Sr 23h 7.58 Loa 31jl26 Fvrs1lac | Financial | 0.57% | ₹27.98 Cr |
| Lic Housing Finance Limited Tr 417 Opt I 6.40 Loa 30nv26 Fvrs10lac | Financial | 0.57% | ₹27.76 Cr |
| Smartworks Coworking Spaces Ltd. | Industrials | 0.53% | ₹25.94 Cr |
| Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100 | Entities | 0.51% | ₹24.62 Cr |
| Kotak Mahindra Bank Limited Cd 24sep26 | Financial | 0.50% | ₹24.42 Cr |
| Government Of India 36232 Goi 21jl30 6.01 Fv Rs 100 | Entities | 0.50% | ₹24.42 Cr |
| Small Industries Development Bank Of India Cd 06nov26 | Financial | 0.50% | ₹24.17 Cr |
| Export Import Bank Of India Cd 11nov26 | Financial | 0.50% | ₹24.17 Cr |
| Bharti Telecom Limited Sr Xxvii 7.30 Ncd 01dc27 Fvrs1lac | Technology | 0.49% | ₹23.66 Cr |
| Government Of India 34733 Goi 05ag54 7.09 Fv Rs 100 | Entities | 0.48% | ₹23.44 Cr |
| Lupin Ltd | Healthcare | 0.47% | ₹22.68 Cr |
| Raajmarg Infra Investment Trust | 0.44% | ₹21.39 Cr | |
| Reliance Industries Limited Series H 8.95 Ncd 09nv28 Fvrs10lac | Energy & Utilities | 0.42% | ₹20.56 Cr |
| State Development Loan 30162 Guj 17mr31 7.11 Fv Rs 100 | Industrials | 0.40% | ₹19.72 Cr |
| Hindustan Petroleum Corporation Limited Sr I 7.74 Ncd 02mr28 Fvrs1lac | Energy & Utilities | 0.39% | ₹19.03 Cr |
| Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100 | Entities | 0.37% | ₹18.04 Cr |
| Ntpc Limited Sr 69 7.32 Loa 17jl29 Fvrs10lac | Energy & Utilities | 0.37% | ₹17.86 Cr |
| Capital Infra Trust | Industrials | 0.33% | ₹16.26 Cr |
| Ptc Sansar Trust (august 24 V) 25/09/2029(sansar Trust)** | Unspecified | 0.33% | ₹16.22 Cr |
| Indostar Capital Finance Limited Sr I 10.50 Ncd 25sp26 Fvrs1000 | Financial | 0.31% | ₹15.05 Cr |
| Larsen And Toubro Limited 7.725 Ncd 28ap28 Fvrs1lac | Industrials | 0.31% | ₹14.99 Cr |
| National Bank For Agriculture And Rural Development Sr 25g 7.48 Bd 15sp28 Fvrs1lac | Financial | 0.31% | ₹14.90 Cr |
| Power Finance Corporation Limited Sr 258a 6.92 Bd 16fb28 Fvrs1lac | Financial | 0.30% | ₹14.80 Cr |
| Bandhan Bank Ltd | Financial | 0.30% | ₹14.58 Cr |
| Vedanta Oil And Gas Ltd | Materials | 0.30% | ₹14.52 Cr |
| Vedanta Aluminium Metal Ltd | 0.30% | ₹14.52 Cr | |
| Vedanta Iron And Steel Ltd | 0.30% | ₹14.52 Cr | |
| Vedanta Power Ltd | Industrials | 0.30% | ₹14.52 Cr |
| National Housing Bank 6.80 Bd 02ap32 Fvrs1lac | Financial | 0.29% | ₹14.34 Cr |
| Jamnagar Utilities & Power Private Limited Sr Ppd 6 6.40 Loa 29sp26 Fvrs10lac | Industrials | 0.29% | ₹13.91 Cr |
| Shriram Finance Limited Sr Ppd Op 1 Tr 10 8.70 Ncd 09ap28 Fvrs1lac | Financial | 0.27% | ₹13.10 Cr |
| Small Industries Development Bank Of India Sr Ix 7.68 Bd 10ag27 Fvrs1lac | Financial | 0.25% | ₹11.98 Cr |
| Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100 | Entities | 0.24% | ₹11.50 Cr |
| National Bank For Agriculture And Rural Development Sr 24a 7.5 Bd 31au26 Fvrs1lac | Financial | 0.23% | ₹10.98 Cr |
| Cholamandalam Investment And Finance Company Limited Sr 659 7.83 Ncd 28ju28 Fvrs1lac | Financial | 0.20% | ₹9.90 Cr |
| Bharti Telecom Limited Sr Xxv 7.35 Ncd 15ot27 Fvrs1lac | Technology | 0.20% | ₹9.88 Cr |
| State Development Loan 37124 Guj 25fb36 7.40 Fv Rs 100 | Industrials | 0.20% | ₹9.79 Cr |
| Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100 | Entities | 0.19% | ₹9.44 Cr |
| Bharat Highways Invit | Industrials | 0.18% | ₹8.84 Cr |
| Maharashtra State Sdl 7.25 28/12/2026 | Unspecified | 0.17% | ₹8.06 Cr |
| Motilal Oswal Home Finance Limited Sr Mohfl2425 1 8.55 Ncd 07jn27 | Financial | 0.16% | ₹7.97 Cr |
| State Development Loan 21121 Kar 26dc28 8.08 Fv Rs 100 | Unspecified | 0.16% | ₹7.90 Cr |
| State Development Loan 21126 Tn 26dc28 8.08 Fv Rs 100 | Unspecified | 0.15% | ₹7.12 Cr |
| India Universal Trust Al1 Series A3 Ptc 25sep24 | Unspecified | 0.11% | ₹5.53 Cr |
| Government Of India 31719 Goi 20ju27 7.38 Fv Rs 100 | Entities | 0.10% | ₹5.07 Cr |
| Muthoot Finance Limited 8.85 Ncd 30jn29 Fvrs1lac | Financial | 0.10% | ₹5.02 Cr |
| Adani Ports And Special Economic Zone Ltd Debenture 9.35 04/07/2026 | Industrials | 0.10% | ₹5.00 Cr |
| Tata Projects Limited Sr R 8.35 Ncd 22jl27 Fvrs1lac | Industrials | 0.10% | ₹4.99 Cr |
| Invit Powergrid Infrastructure Investment Trust | Industrials | 0.10% | ₹4.99 Cr |
| Rec Ltd Debenture 7.54 30/12/2026 | Financial | 0.10% | ₹4.98 Cr |
| Gail (india) Limited Sr I 7.34 Loa 20dc27 Fvrs10lac | Energy & Utilities | 0.10% | ₹4.98 Cr |
| Manappuram Finance Limited 8.60 Ncd 24mr28 Fvrs1lac | Financial | 0.10% | ₹4.97 Cr |
| Power Finance Corporation Limited Sr 246a 7.42 Bd 15ap28 Fvrs1lac | Financial | 0.10% | ₹4.97 Cr |
| Rec Limited Sr 247 A 6.87 Bd 31my30 Fvrs1lac | Financial | 0.08% | ₹3.89 Cr |
| State Development Loan 21120 Guj 26dc28 8.08 Fv Rs 100 | Industrials | 0.05% | ₹2.50 Cr |
| Amagi Media Labs Ltd. | 0.04% | ₹1.74 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| HDFC Balanced Advantage Fund Direct-growth |
₹564.46 | 15.09% | 15.72% | - |
| HDFC Balanced Advantage Fund Direct-idcw |
₹43.34 | 15.09% | 15.72% | - |
| HDFC Balanced Advantage Fund Regular-growth |
₹519.48 | 14.40% | 15.01% | - |
| HDFC Balanced Advantage Fund Regular-idcw |
₹36.53 | 14.40% | 15.01% | - |
| Baroda Bnp Paribas Balanced Advantage Fund Direct-growth |
₹28.23 | 13.97% | 12.80% | - |
| Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw |
₹17.87 | 13.97% | 12.80% | - |
| Aditya Birla Sun Life Dynamic Asset Allocation Omni Fof Direct-growth |
₹60.67 | 14.63% | 12.75% | - |
| Aditya Birla Sun Life Dynamic Asset Allocation Omni Fof Direct-idcw Half Yearly |
₹55.56 | 14.63% | 12.75% | - |
| Franklin India Dynamic Asset Allocation Active Fof Direct-growth |
₹187.77 | 11.81% | 12.58% | - |
| Franklin India Dynamic Asset Allocation Active Fof Direct-idcw |
₹48.23 | 11.81% | 12.58% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw
What is the current AUM of Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw?
As of Sun May 31, 2026, Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw manages assets worth ₹4,871.0 crore
How has Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw performed recently?
- 3 Months: 7.19%
- 6 Months: 3.18%
What is the long-term performance of Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw?
- 3 Years CAGR: 13.97%
- 5 Years CAGR: 12.80%
- Since Inception: 14.64%
What is the portfolio composition of Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw?
Equity: 78.76%, Debt: 16.04%, Others: 0.74%.
Who manages Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw?
Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw is managed by Sanjay Chawla from Baroda BNP Paribas Mutual Fund.
When was the last dividend declared by Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw?
Latest dividend was declared on 29 May 2026 at 1.80% of face value.
What is the market-cap allocation of Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw?
Large Cap: 62.33%, Mid Cap: 28.31%, Small Cap: 9.36%.
Which are the top companies Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw has invested in?
- HDFC Bank Ltd – 3.36% of the fund's portfolio
- Reliance Industries Ltd – 3.25% of the fund's portfolio
- Bharat Heavy Electricals Ltd – 2.56% of the fund's portfolio
- Bharti Airtel Ltd – 2.53% of the fund's portfolio
- Larsen & Toubro Ltd – 2.51% of the fund's portfolio
Which are the major sectors Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw focuses on?
- Financial – 28.57% of the fund's portfolio
- Industrials – 22.10% of the fund's portfolio
- Energy & Utilities – 9.21% of the fund's portfolio
- Consumer Discretionary – 7.12% of the fund's portfolio
- Technology – 7.02% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
