Baroda BNP Paribas Multi Asset Fund-Reg(G)
View the direct plan of this scheme
Rs 14.2684 -0.0815(-0.568 %) NAV as on 09 May 2025
Scheme Objective: The Scheme seeks to generate long term capital growth by investing in equity and equity relatedsecurities, debt & money market instruments, REITs / InVITs and Gold ETF. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
Performance (As on 09 May 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | 0.09 % | 10.37 % | N/A | N/A | 16.04 % |
NIFTY 500 | -4.28 % | 6.54 % | 15.69 % | 23.45 % | N/A |
Portfolio
Multi-asset allocation funds invest in different assets u2013 stocks, debt, gold, cash, derivatives. The combination of assets, range of allocations to each, and metrics used to arrive at allocations depend on each fund. Taxation is based on the average equity exposure of the 12 months preceding the date of redemption. If it is 65% or higher, it is taxed like an equity fund and as a debt fund if not.
These funds suit investors who exposure to different asset classes without having to decide allocations to each asset on their own. These funds need a holding period of at least 5 years.