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Best BNP Paribas Hybrid Mutual Funds

BNP Paribas Asset Management is a part of the BNP Paribas, one of the major international banking groups with a global network across 30+ countries in Europe, America and Asia. 

They offer around 15 different mutual fund schemes, including equities, debt and the best BNP Paribas hybrid mutual funds. 

Hybrid mutual funds invest in both equities and debt instruments and sometimes money market instruments. A combination of debt and equities offers higher returns than only debt funds, while not being as risky as equity funds. They come in various types to appeal to different risk tolerances and financial objectives. 

BN Paribas Mutual Fund offers around 4 different hybrid mutual funds. 

Hybrid funds provide a balanced portfolio and steady capital appreciation in the long run. The debt portion fortifies them against downturns, while the equities portion gives decent returns. The best BNP Paribas hybrid mutual funds are ideal for a medium-term maturity period of three to five years. 

Hybrid funds usually stick to a fixed mix of stocks and bonds that reflect aggressive with higher equities or conservative with higher fixed-income assets. Aggressive funds have at least 65% of their total assets in equity and equity-related shares. On the other hand, Conservative funds invest 75% to 90% in debt instruments. Balanced funds invest 40% to 60% in either debt or equity-related instruments. 

The best BNP Paribas hybrid mutual funds can come in multiple types like multi-asset allocation funds, arbitrage funds, equity savings funds and dynamic asset allocation funds. 

Taxability

Here are the taxation norms on hybrid mutual funds.

Long-term Capital Gains Tax: Funds with more than 65% assets allocated to equity instruments are treated as equity funds for taxation purposes. LTCG over Rs.1 lakh on equity components have taxes applicable at 10%. Debt-oriented hybrid funds are taxed at a 20% rate after indexation. 

Short-term Capital Gains Tax: The STCG (Short-Term Capital Gains) for equity-oriented funds apply at a rate of 15%. STCG at normal income tax slab applies for debt-oriented funds held for less than three years. 

TDS: No TDS gets charged for capital gains from hybrid mutual funds. 

Factors to Consider Before Investing

Before investing in hybrid mutual funds, investors need to keep certain things in mind. These are:

Expected returns: Hybrid funds do not offer guaranteed returns, which usually depend on the performance of the equity investments. It is important to examine the portfolio of even the best BNP Paribas hybrid mutual fund to get a good understanding of the risks involved. The returns from an aggressive fund will correlate with equity markets, while conservative funds have stable but lower returns. 

Risks involved: Hybrid funds come with fewer risks than equity funds but have less stability than debt funds. The debt instrument portion helps to moderate volatility and creates a steady stream of income that doesn't depend heavily on the market state. If the debt assets are invested in AAA corporate funds and money market instruments, the hybrid fund will generate high interest income in bearish market conditions. 

Financial goals: The best BNP Paribas hybrid mutual funds are preferred by investors with the financial goal of getting decent returns with little risk. Risk-averse investors like retirees might try conservative funds to supplement their income needs. On the other hand, new investors might prefer balanced or aggressive funds to get profits without undue risks.   

Expense ratio: Hybrid funds charge a certain percentage of the investment as a fee for managing the funds. This is called an expense ratio, and it cannot be higher than 2.25% of the total assets as per SEBI regulations. The top BNP Paribas hybrid mutual funds will have low expense ratios as it seriously impacts the fund returns. 

Asset allocation: All hybrid funds typically mix equity and debt classes. Many funds have fixed risk targets, and those will be fulfilled in fixed proportions. The fund manager actively manages which asset category, company stock etc., to invest in and change them according to market conditions. He/she also buys/sells equities and securities to take advantage of changing market conditions. Due to the importance of the fund manager's role, it's a good practice to check their past history and performance.

Time horizon: The best BNP Paribas hybrid mutual funds perform well in a medium time horizon, about 3-5 years. A longer time allows the equity component to make maximum returns in changing market conditions. Medium-term funds are ideal for investors looking for a mixture of modest income, safety and capital appreciation. 

Investors need to research the above factors thoroughly to be able to choose the best BNP Paribas hybrid mutual funds 2022.

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List of Bnp Paribas Mutual Funds in India

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Baroda BNP Paribas Aggressive Hybrid FundHybridVery High3.6%5₹788
Baroda BNP Paribas Arbitrage FundHybridLow4.8%3₹382
Baroda BNP Paribas Multi Cap FundEquityVery High0.2%4₹1,678
BNP Paribas Multi Cap FundEquityVery High20.5%--₹562
Baroda BNP Paribas India Consumption FundEquityVery High4.5%4₹908
Baroda BNP Paribas Midcap FundEquityVery High3.4%3₹1,228
Baroda BNP Paribas Large Cap FundEquityVery High3.9%5₹1,381
Baroda BNP Paribas Focused FundEquityVery High2.1%3₹287
Baroda BNP Paribas ELSS FundEquityVery High-2.5%3₹681
Baroda BNP Paribas Low Duration FundDebtModerate4.7%3₹186
View All

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Baroda BNP Paribas Aggressive Hybrid Fund Direct Growth

Fund Performance: The Baroda BNP Paribas Aggressive Hybrid Fund has given 13.55% annualized returns in the past three years and 12.36% in the last 5 years. The Baroda BNP Paribas Aggressive Hybrid Fund belongs to the Hybrid category of BNP Paribas Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Baroda BNP Paribas Aggressive Hybrid Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹788Cr
1Y Returns3.6%

Baroda BNP Paribas Arbitrage Fund Direct Growth

Fund Performance: The Baroda BNP Paribas Arbitrage Fund has given 4.69% annualized returns in the past three years and 5.57% in the last 5 years. The Baroda BNP Paribas Arbitrage Fund belongs to the Hybrid category of BNP Paribas Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Baroda BNP Paribas Arbitrage Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹382Cr
1Y Returns4.8%

Baroda BNP Paribas Multi Cap Fund Direct Growth

Fund Performance: The Baroda BNP Paribas Multi Cap Fund has given 17.11% annualized returns in the past three years and 10.42% in the last 5 years. The Baroda BNP Paribas Multi Cap Fund belongs to the Equity category of Baroda Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Baroda BNP Paribas Multi Cap Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹1,678Cr
1Y Returns0.2%

BNP Paribas Multi Cap Fund Direct Growth

Fund Performance: The BNP Paribas Multi Cap Fund has given 19.42% annualized returns in the past three years and 15.26% in the last 5 years. The BNP Paribas Multi Cap Fund belongs to the Equity category of BNP Paribas Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in BNP Paribas Multi Cap Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹562Cr
1Y Returns20.5%

Baroda BNP Paribas India Consumption Fund Direct Growth

Fund Performance: The Baroda BNP Paribas India Consumption Fund belongs to the Equity category of BNP Paribas Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Baroda BNP Paribas India Consumption Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹908Cr
1Y Returns4.5%

Baroda BNP Paribas Midcap Direct Growth

Fund Performance: The Baroda BNP Paribas Midcap Fund has given 19.75% annualized returns in the past three years and 10.89% in the last 5 years. The Baroda BNP Paribas Midcap Fund belongs to the Equity category of BNP Paribas Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Baroda BNP Paribas Midcap Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹1,228Cr
1Y Returns3.4%

Baroda BNP Paribas Large Cap Fund Direct Growth

Fund Performance: The Baroda BNP Paribas Large Cap Fund has given 14.05% annualized returns in the past three years and 11.04% in the last 5 years. The Baroda BNP Paribas Large Cap Fund belongs to the Equity category of BNP Paribas Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Baroda BNP Paribas Large Cap Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹1,381Cr
1Y Returns3.9%

Baroda BNP Paribas Focused Fund Direct Growth

Fund Performance: The Baroda BNP Paribas Focused Fund has given 12.43% annualized returns in the past three years and 8.24% in the last 5 years. The Baroda BNP Paribas Focused Fund belongs to the Equity category of BNP Paribas Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Baroda BNP Paribas Focused Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹287Cr
1Y Returns2.1%

Baroda BNP Paribas ELSS Direct Growth

Fund Performance: The Baroda BNP Paribas ELSS Fund has given 12.63% annualized returns in the past three years and 8.6% in the last 5 years. The Baroda BNP Paribas ELSS Fund belongs to the Equity category of BNP Paribas Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Baroda BNP Paribas ELSS Fund via lump sum is ₹500 and via SIP is ₹500.

Min Investment Amt₹500
AUM₹681Cr
1Y Returns-2.5%

Baroda BNP Paribas Low Duration Fund Direct Growth

Fund Performance: The Baroda BNP Paribas Low Duration Fund has given 5.59% annualized returns in the past three years and 6.52% in the last 5 years. The Baroda BNP Paribas Low Duration Fund belongs to the Debt category of BNP Paribas Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Baroda BNP Paribas Low Duration Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹186Cr
1Y Returns4.7%

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