What is the 5-year rolling return of Baroda BNP Paribas Balanced Advantage Fund?

Across 722 overlapping 5-year holding periods between 20 November 2018 and 16 October 2026, the Direct plan of Baroda BNP Paribas Balanced Advantage Fund returned an average of 15.80% a year, with a median of 16.50%. The best 5-year stretch returned 21.51% a year and the worst returned 9.62%.

Has Baroda BNP Paribas Balanced Advantage Fund ever lost money over 5 years?

No. Every one of the 722 5-year holding periods in this fund's history ended in profit. The weakest returned 9.62% a year, for someone who invested on 8 October 2021. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Baroda BNP Paribas Balanced Advantage Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 15.80% a year on the Direct plan against 14.33% on the Regular plan, a difference of 1.47% a year.

What is the 1-year rolling return of Baroda BNP Paribas Balanced Advantage Fund?

Across 1,707 overlapping 1-year holding periods between 20 November 2018 and 16 October 2026, the Direct plan of Baroda BNP Paribas Balanced Advantage Fund returned an average of 15.47% a year, with a median of 13.13%. The best 1-year stretch returned 61.51% a year and the worst returned -9.03%.

What is the 3-year rolling return of Baroda BNP Paribas Balanced Advantage Fund?

Across 1,216 overlapping 3-year holding periods between 20 November 2018 and 16 October 2026, the Direct plan of Baroda BNP Paribas Balanced Advantage Fund returned an average of 15.72% a year, with a median of 15.55%. The best 3-year stretch returned 23.33% a year and the worst returned 10.74%.

What is the 7-year rolling return of Baroda BNP Paribas Balanced Advantage Fund?

Baroda BNP Paribas Balanced Advantage Fund has 226 windows at the 7-year holding period, because its NAV record begins on 20 November 2018. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas Balanced Advantage Fund — rolling returns

Balanced Advantage · NAV data as of 16 October 2026

1,950 daily NAV records since 20 November 2018

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 722 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

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Index or category average

Direct plan · showing data from 20 November 2018 to 16 October 2026

Average rolling return

15.80%

Windows computed

722

Median return

16.50%

Standard deviation

2.57%

Best 5-year window

21.51%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

9.62%a year

Invested 8 Oct 2021 · exited 8 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (722 of 722)
Above 8%: 100.0% (722 of 722)
Above 12%: 92.9% (671 of 722)
Above 15%: 67.5% (487 of 722)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 146 of 722 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Baroda BNP Paribas Balanced Advantage Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	15.47%	15.72%	15.80%	14.89%	—
Median	13.13%	15.55%	16.50%	14.94%	—
Minimum	-9.03%	10.74%	9.62%	13.32%	—
Maximum	61.51%	23.33%	21.51%	15.79%	—
Std deviation	10.93%	2.05%	2.57%	0.58%	—
Consistency
Above 0%	97.54%	100.00%	100.00%	100.00%	—
Above 8%	69.07%	100.00%	100.00%	100.00%	—
Above 12%	54.25%	97.20%	92.94%	100.00%	—
Above 15%	44.29%	62.50%	67.45%	46.46%	—
Coverage
Windows computed	1,707	1,216	722	226	—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.47% a year more than Regular.

5-year rolling returns for Baroda BNP Paribas Balanced Advantage Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	15.80%	14.33%
Best window	21.51%from 23 Mar 2020	19.98%from 23 Mar 2020
Worst window	9.62%from 8 Oct 2021	8.30%from 8 Oct 2021
Windows computed	722	722

Common questions about Baroda BNP Paribas Balanced Advantage Fund

What is the 5-year rolling return of Baroda BNP Paribas Balanced Advantage Fund?: Across 722 overlapping 5-year holding periods between 20 November 2018 and 16 October 2026, the Direct plan of Baroda BNP Paribas Balanced Advantage Fund returned an average of 15.80% a year, with a median of 16.50%. The best 5-year stretch returned 21.51% a year and the worst returned 9.62%.
Has Baroda BNP Paribas Balanced Advantage Fund ever lost money over 5 years?: No. Every one of the 722 5-year holding periods in this fund's history ended in profit. The weakest returned 9.62% a year, for someone who invested on 8 October 2021. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Baroda BNP Paribas Balanced Advantage Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 15.80% a year on the Direct plan against 14.33% on the Regular plan, a difference of 1.47% a year.
What is the 1-year rolling return of Baroda BNP Paribas Balanced Advantage Fund?: Across 1,707 overlapping 1-year holding periods between 20 November 2018 and 16 October 2026, the Direct plan of Baroda BNP Paribas Balanced Advantage Fund returned an average of 15.47% a year, with a median of 13.13%. The best 1-year stretch returned 61.51% a year and the worst returned -9.03%.
What is the 3-year rolling return of Baroda BNP Paribas Balanced Advantage Fund?: Across 1,216 overlapping 3-year holding periods between 20 November 2018 and 16 October 2026, the Direct plan of Baroda BNP Paribas Balanced Advantage Fund returned an average of 15.72% a year, with a median of 15.55%. The best 3-year stretch returned 23.33% a year and the worst returned 10.74%.
What is the 7-year rolling return of Baroda BNP Paribas Balanced Advantage Fund?: Baroda BNP Paribas Balanced Advantage Fund has 226 windows at the 7-year holding period, because its NAV record begins on 20 November 2018. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Compare with other funds

Other Balanced Advantage funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.