Baroda BNP Paribas Aggressive Hybrid Fund vs Baroda BNP Paribas Balanced Advantage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Baroda BNP Paribas Aggressive Hybrid Fund is an Aggressive Hybrid fund and Baroda BNP Paribas Balanced Advantage Fund is a Balanced Advantage fund. In the 3 years to 30-10-2026, Baroda BNP Paribas Aggressive Hybrid Fund (Direct) returned 10.5% a year and Baroda BNP Paribas Balanced Advantage Fund (Direct) returned 11.5% a year. Baroda BNP Paribas Aggressive Hybrid Fund charges 0.68% a year and Baroda BNP Paribas Balanced Advantage Fund 0.92% (Direct plans). Their portfolios overlap 39.5%: they hold 45 of the same securities.
Baroda BNP Paribas Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 10.5%
- Expense ratio
- 0.68%
- NAV
- ₹31.36
Baroda BNP Paribas Balanced Advantage Fund
Balanced Advantage
- 3 year return
- 11.5%
- Expense ratio
- 0.92%
- NAV
- ₹27.28
Which is better, Baroda BNP Paribas Aggressive Hybrid or Baroda BNP Paribas Balanced Advantage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Baroda BNP Paribas Balanced Advantage returned more over 3 years: 11.5% a year against 10.5%.
- Baroda BNP Paribas Balanced Advantage returned more over 1 year: −0.6% against −3.2%.
- Baroda BNP Paribas Aggressive Hybrid costs less: 0.68% a year against 0.92% (Direct plans).
- Baroda BNP Paribas Aggressive Hybrid swung less over 3 years: a standard deviation of 10.2% a year against 10.5%.
- Baroda BNP Paribas Balanced Advantage fell less in its worst fall since 14-03-2022: −11.5% against −12.9%.
- Baroda BNP Paribas Balanced Advantage is the larger fund: ₹5,162 Cr against ₹1,197 Cr.
- Their portfolios overlap 39.5%: 45 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Baroda BNP Paribas Aggressive Hybrid Fund | Baroda BNP Paribas Balanced Advantage Fund |
|---|---|---|
| Fund house | Baroda BNP Paribas Mutual Fund | Baroda BNP Paribas Mutual Fund |
| Category | Aggressive Hybrid | Balanced Advantage |
| AUM | ₹1,197 Cr (30-09-2026) | ₹5,162 Cr (30-09-2026) |
| NAV | ₹31.36 (Direct) | ₹27.28 (Direct) |
| Expense ratio (Direct) | 0.68% | 0.92% |
| Expense ratio (Regular) | 2.24% | 2.04% |
| Riskometer | Not available | Not available |
| Benchmark | Not available | Not available |
| Launch date | Not available | Not available |
| Minimum investment | Not available | Not available |
| Lock in | Not available | Not available |
| Fund managers | Not available | Not available |
| Exit load | Not available | Not available |
Baroda BNP Paribas Aggressive Hybrid vs Baroda BNP Paribas Balanced Advantage: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Baroda BNP Paribas Aggressive Hybrid Fund (Direct) | −0.24% | −3.83% | −2.23% | −3.18% | +10.50% | -- | -- |
| Baroda BNP Paribas Balanced Advantage Fund (Direct) | −1.00% | −4.23% | −0.79% | −0.62% | +11.52% | +9.96% | -- |
| Aggressive Hybrid average | −0.88% | −3.67% | −0.27% | −3.33% | +10.77% | -- | -- |
| Balanced Advantage average | −0.55% | −2.88% | +0.08% | −2.08% | +9.14% | +8.35% | -- |
Category average: the average of the 29 Aggressive Hybrid funds and the 38 Balanced Advantage funds, same plan type.
Baroda BNP Paribas Aggressive Hybrid vs Baroda BNP Paribas Balanced Advantage: Year-wise Returns
| Year | Aggressive HybridBaroda BNP Paribas Aggressive Hybrid | Balanced AdvantageBaroda BNP Paribas Balanced Advantage |
|---|---|---|
| 2026to date | −4.20% | −1.91% |
| 2025 | +5.29% | +9.06% |
| 2024 | +21.23% | +16.32% |
| 2023 | +23.03% | +22.50% |
| 2022 | -- | +4.04% |
| 2021 | -- | +18.21% |
Baroda BNP Paribas Aggressive Hybrid vs Baroda BNP Paribas Balanced Advantage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 400 of them, one for each trading day from 17-03-2025 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Baroda BNP Paribas Aggressive Hybrid Fund (Direct)
Baroda BNP Paribas Balanced Advantage Fund (Direct)
to
May 2025Aug 2022
to
Aug 2025Nov 2022
to
Nov 2025Mar 2023
to
Mar 2026Jun 2023
to
Jun 2026Sept 2023
to
Sept 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Baroda BNP Paribas Aggressive Hybrid | 0.0 | 0.0 | 1.8 | 37.3 | 57.3 | 3.8 | 0.0 | 15.2% | 15.5% | 9.7% | 20.7% |
| Baroda BNP Paribas Balanced Advantage | 0.0 | 0.0 | 0.0 | 52.5 | 47.5 | 0.0 | 0.0 | 14.9% | 14.9% | 10.5% | 19.9% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 14-03-2022. Past returns do not promise future returns.
Baroda BNP Paribas Aggressive Hybrid vs Baroda BNP Paribas Balanced Advantage: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 14-03-2022 to 30-10-2026: 56 instalments, ₹5,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Baroda BNP Paribas Aggressive HybridBaroda BNP Paribas Aggressive Hybrid Fund (Direct) | ₹5,60,000 | ₹6,77,238 | ₹1,17,238 | 8.1% |
| Baroda BNP Paribas Balanced AdvantageBaroda BNP Paribas Balanced Advantage Fund (Direct) | ₹5,60,000 | ₹6,95,449 | ₹1,35,449 | 9.2% |
Baroda BNP Paribas Aggressive HybridBaroda BNP Paribas Aggressive Hybrid Fund (Direct)
Baroda BNP Paribas Balanced AdvantageBaroda BNP Paribas Balanced Advantage Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Baroda BNP Paribas Aggressive Hybrid vs Baroda BNP Paribas Balanced Advantage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Baroda BNP Paribas Aggressive Hybrid Fund (Direct) | Baroda BNP Paribas Balanced Advantage Fund (Direct) |
|---|---|---|
| Return (CAGR) | −3.18% | −0.62% |
| Standard deviation | 9.96% | 11.52% |
| Sharpe ratio | -0.85 | -0.51 |
| Sortino ratio | -1.12 | -0.68 |
| Maximum drawdown | −9.9% (30-03-2026) | −9.7% (30-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Baroda BNP Paribas Aggressive Hybrid Fund (Direct) | Baroda BNP Paribas Balanced Advantage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +10.50% | +11.52% |
| Standard deviation | 10.15% | 10.54% |
| Sharpe ratio | 0.44 | 0.52 |
| Sortino ratio | 0.60 | 0.70 |
| Maximum drawdown | −12.9% (03-03-2025) | −11.5% (03-03-2025) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Baroda BNP Paribas Aggressive Hybrid Fund (Direct) | Baroda BNP Paribas Balanced Advantage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.11% | +13.42% |
| Standard deviation | 9.90% | 10.80% |
| Sharpe ratio | 0.52 | 0.76 |
| Sortino ratio | 0.71 | 1.03 |
| Maximum drawdown | −12.9% (03-03-2025) | −20.7% (23-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 14-03-2022 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Baroda BNP Paribas Aggressive Hybrid Fund (Direct)
Baroda BNP Paribas Balanced Advantage Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Baroda BNP Paribas Aggressive Hybrid Fund (Direct) | −12.9% | 26-09-2024 | 03-03-2025 | 12-11-2025 | 8 months | −5.6% |
| Baroda BNP Paribas Balanced Advantage Fund (Direct) | −11.5% | 10-12-2024 | 03-03-2025 | 29-05-2025 | 3 months | −6.4% |
From daily values since 14-03-2022, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Baroda BNP Paribas Aggressive Hybrid Fund (Direct)
Baroda BNP Paribas Balanced Advantage Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Baroda BNP Paribas Aggressive Hybrid Fund (Direct)
Baroda BNP Paribas Balanced Advantage Fund (Direct)
Baroda BNP Paribas Aggressive Hybrid vs Baroda BNP Paribas Balanced Advantage: Portfolio Overlap
From each fund's latest monthly portfolio: Baroda BNP Paribas Aggressive Hybrid Fund, September 2026; Baroda BNP Paribas Balanced Advantage Fund, September 2026
Holdings in common
- Overlap
- 39.5%
- Held by both
- 45
- Only in Baroda BNP Paribas Aggressive Hybrid
- 46
- Only in Baroda BNP Paribas Balanced Advantage
- 62
| Security | % of Baroda BNP Paribas Aggressive Hybrid | % of Baroda BNP Paribas Balanced Advantage |
|---|---|---|
| HDFC Bank Limited | 4.69% | 3.09% |
| Reliance Industries Limited | 4.02% | 2.90% |
| Larsen & Toubro Limited | 3.96% | 2.62% |
| Bharti Airtel Limited | 1.98% | 2.30% |
| ICICI Bank Limited | 4.97% | 1.96% |
| Bharat Heavy Electricals Limited | 1.72% | 2.17% |
| Sun Pharmaceutical Industries Limited | 1.64% | 1.76% |
| Kotak Mahindra Bank Limited | 2.19% | 1.63% |
| Hitachi Energy India Limited | 4.24% | 1.44% |
| State Bank of India | 1.44% | 1.51% |
| Infosys Limited | 1.49% | 1.21% |
| 6.75% Piramal Finance Limited (26/09/2031) | 1.36% | 1.13% |
| Bharat Electronics Limited | 1.11% | 1.62% |
| The Federal Bank Limited | 1.07% | 1.66% |
| Tech Mahindra Limited | 1.15% | 1.06% |
| Maruti Suzuki India Limited | 1.12% | 1.04% |
| Persistent Systems Limited | 0.87% | 1.01% |
| Titan Company Limited | 0.86% | 1.60% |
| 360 One WAM Limited | 0.85% | 1.00% |
| Yes Bank Limited | 1.06% | 0.80% |
| National Stock Exchange Of India Ltd | 0.80% | 0.92% |
| Nestle India Limited | 0.79% | 0.91% |
| Tata Motors Ltd | 0.95% | 0.74% |
| Hindustan Unilever Limited | 0.71% | 0.98% |
| Life Insurance Corporation Of India | 0.71% | 1.00% |
| IndusInd Bank Limited | 0.68% | 1.89% |
| Fractal Analytics Ltd | 0.56% | 0.75% |
| NHPC Limited | 0.55% | 0.93% |
| 7.3% Bharti Telecom Limited (01/12/2027) | 1.07% | 0.46% |
| 7.09% Government of India (05/08/2054) | 0.78% | 0.45% |
| 8.95% Reliance Industries Limited (09/11/2028) | 0.43% | 0.40% |
| 7.74% Hindustan Petroleum Corporation Limited (02/03/2028) | 0.67% | 0.37% |
| 7.83% State Government Securities (08/04/2030) | 0.85% | 0.29% |
| 7.78% State Government Securities (27/10/2030) | 0.42% | 0.20% |
| 7.35% Bharti Telecom Limited (15/10/2027) | 0.75% | 0.19% |
| Indus Infra Trust | 0.66% | 0.18% |
| Sansar Trust (25/09/2029) | 0.24% | 0.17% |
| 7.44% Power Finance Corporation Limited (15/01/2030) | 0.37% | 0.13% |
| Symbiotec Pharmalab Limited | 0.21% | 0.12% |
| India Universal Trust (21/11/2030) | 0.76% | 0.11% |
| 7.38% Government of India (20/06/2027) | 0.93% | 0.10% |
| 8.85% Muthoot Finance Limited (30/01/2029) | 0.83% | 0.10% |
| 7.725% Larsen & Toubro Limited (28/04/2028) | 0.42% | 0.10% |
| Raajmarg Infra Investment Trust | 0.08% | 0.45% |
| Amagi Media Labs Limited | 0.66% | 0.05% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 39.5% means 39.5% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Baroda BNP Paribas Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| Eternal Limited | 2.17% |
| Bosch Limited | 1.84% |
| Linde India Limited | 1.43% |
| Tata Consultancy Services Limited | 1.39% |
| Oil India Limited | 1.35% |
Largest holdings only in Baroda BNP Paribas Balanced Advantage Fund
| Security | % of fund |
|---|---|
| Multi Commodity Exchange of India Limited | 2.19% |
| Eicher Motors Limited | 1.99% |
| One 97 Communications Limited | 1.99% |
| JSW Steel Limited | 1.86% |
| Mahindra & Mahindra Limited | 1.86% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Baroda BNP Paribas Aggressive Hybrid | Baroda BNP Paribas Balanced Advantage |
|---|---|---|
| Equity | 72.2% | 80.1% |
| Debt | 22.6% | 9.2% |
| Cash and others | 5.1% | 10.7% |
Market cap of stocks
| Market cap | Baroda BNP Paribas Aggressive Hybrid | Baroda BNP Paribas Balanced Advantage |
|---|---|---|
| Large Cap | 48.6% | 54.2% |
| Mid Cap | 14.5% | 19.1% |
| Small Cap | 7.3% | 5.8% |
| Not on AMFI's list | 1.8% | 1.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Baroda BNP Paribas Aggressive Hybrid | Baroda BNP Paribas Balanced Advantage |
|---|---|---|
| Banks | 16.1% | 15.2% |
| Electrical Equipment | 6.0% | 4.7% |
| IT - Software | 5.5% | 4.0% |
| Automobiles | 1.9% | 4.9% |
| Capital Markets | 1.6% | 4.7% |
| Petroleum Products | 4.0% | 4.2% |
| Construction | 4.0% | 2.6% |
| Auto Components | 2.6% | 1.7% |
The six largest sectors of each fund's stocks, % of the fund.
Baroda BNP Paribas Aggressive Hybrid vs Baroda BNP Paribas Balanced Advantage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Baroda BNP Paribas Aggressive Hybrid Fund | Baroda BNP Paribas Balanced Advantage Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.68% | 0.92% |
| Base expense ratio (Direct) | 0.53% | 0.63% |
| Total expense ratio (Regular) | 2.24% | 2.04% |
| Base expense ratio (Regular) | 1.86% | 1.59% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
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Compare Baroda BNP Paribas Balanced Advantage with
Baroda BNP Paribas Aggressive Hybrid Fund vs Baroda BNP Paribas Balanced Advantage Fund: Frequently Asked Questions
What is the difference between Baroda BNP Paribas Aggressive Hybrid Fund and Baroda BNP Paribas Balanced Advantage Fund?
Baroda BNP Paribas Aggressive Hybrid Fund is an Aggressive Hybrid fund, Baroda BNP Paribas Balanced Advantage Fund is a Balanced Advantage fund, run by Baroda BNP Paribas Mutual Fund. Their portfolios overlap 39.5%. Baroda BNP Paribas Aggressive Hybrid Fund charges 0.68% a year and Baroda BNP Paribas Balanced Advantage Fund 0.92%.
Which has given higher returns, Baroda BNP Paribas Aggressive Hybrid Fund or Baroda BNP Paribas Balanced Advantage Fund?
Over 1 year: Baroda BNP Paribas Aggressive Hybrid Fund −3.18%, Baroda BNP Paribas Balanced Advantage Fund −0.62%. Over 3 years: Baroda BNP Paribas Aggressive Hybrid Fund +10.50% a year, Baroda BNP Paribas Balanced Advantage Fund +11.52% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Baroda BNP Paribas Aggressive Hybrid Fund or Baroda BNP Paribas Balanced Advantage Fund?
Baroda BNP Paribas Aggressive Hybrid Fund charges less: 0.68% a year against 0.92%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Baroda BNP Paribas Aggressive Hybrid Fund and Baroda BNP Paribas Balanced Advantage Fund overlap?
39.5%. They hold 45 of the same securities, the largest shared ones being HDFCBANK, RELIANCE, LT. From each fund's latest monthly portfolio.
Which is better for SIP, Baroda BNP Paribas Aggressive Hybrid Fund or Baroda BNP Paribas Balanced Advantage Fund?
Over the last 3 years, a monthly SIP of ₹10,000 from 03-10-2023 to 30-10-2026 grew to ₹3,87,685 in Baroda BNP Paribas Aggressive Hybrid Fund (XIRR 3.0% a year) and ₹4,02,083 in Baroda BNP Paribas Balanced Advantage Fund (XIRR 5.3% a year). Both received 37 instalments. Past returns do not promise future returns.
Can I invest in both Baroda BNP Paribas Aggressive Hybrid Fund and Baroda BNP Paribas Balanced Advantage Fund?
Yes. 39.5% of each fund's money sits in the same holdings, so some of the two investments would move together.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.