Overview
Baroda BNP Paribas Business Cycle Fund Direct Growth
Baroda BNP Paribas Mutual Fund
The scheme seeks to generate long term capital appreciation for investors by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Investments in Baroda BNP Paribas Business Cycle Fund Direct Growth are subject to market risks. Please read the offer document carefully before investing to understand the potential market risks and rewards.
Latest NAV
₹ 15.6267
Fund Size (AUM)
₹548.8 Cr
Risk
Very High (Risk rating: 6/10)
Minimum Investment
Lumpsum: ₹ 5000
SIP: ₹500
Launch Date
15-Sep-2021
Expense Ratio
0.82%
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Benchmark
BSE 500 Total Return Index
Standard Deviation
15.77
History
Performance & Ratios
1-Year SIP Return
-8.8%
3-Year SIP Return
15.96%
5-Year SIP Return
N/A
Mean Return
N/A
Alpha
1.08
Beta
1.03
Sharpe Ratio
0.58
Sortino Ratio
0.97
Information Ratio
0.36
Returns
| 1Y | 3Y | 5Y | All Time | |
|---|---|---|---|---|
| Fund Returns | 5.83% | 16.42% | N/A | N/A |
| Category Average | 5.23% | 17.08% | 27.03% | N/A |
| Rank Within Category | 36 | 18 | N/A | N/A |
Holdings (63)
| Company | Sector | Instrument | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.9% |
| ICICI Bank Ltd. | Financial | Equity | 5.97% |
| Reliance Industries Ltd. | Energy | Equity | 5.02% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 4.27% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.01% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 3.11% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.96% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 2.84% |
| Trent Ltd. | Services | Equity | 2.62% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 2.37% |
Holdings Analysis
Peer Comparison
SIP, STP & SWP Details
Systematic Investment Plan (SIP):
Frequency: Monthly
Min Amount: ₹ 500
Multiplier: 1
Systematic Transfer Plan (STP):
Frequency: MONTHLY
Dates: 1, 7, 10, 15, 25, 28
Min Amount: ₹ 1000
Min Installments: 6
Systematic Withdrawal Plan (SWP):
Frequency: MONTHLY
Dates: 1, 7, 10, 15, 25, 28
Min Amount: ₹ 1000
Min Installments: 6
AMC Details
Asset Management Company
Baroda Mutual Fund
Baroda Pioneer Mutual Fund started their mutual fund on 24/11/1994 and its managing total assets of ₹11,895 Cr. Its ranked at 21 as per total assets at end of 30th Sep 2017. Baroda Mutual Fund employs robust strategies to manage market risks, but investments remain subject to market risks. Please read the fund’s documentation for detailed risk management policies.
Baroda Pioneer Asset Management Company Limited is basically a joint venture between two established financial companies, which are, Bank of Baroda and Pioneer Investments. The company is situate in over 40 locations across the country and aims at creating an operational and servicing platform, which is well suited for its investors.
The venture was formed in 2008 and the asset management company has been providing different schemes across various market capitalization.
It works to create a system wherein the requirement of investors, as well as potential investors will be recognized and the investment will be strategized according to it.
It also aims at creating a high level of corporate governance and compliance and providing investors an easy platform to invest in. Since both companies are trusted brands, they have carved a niche for themselves in the market.
Launch Date
1994-11-24T00:00:00.231Z
Total AUM
₹ 13074.5 Cr
Address
501, Raheja Titanium,Western Express Highway,Goregoan, (E) Mumbai 400063
Phone
+91 22-3074 1000
Website
Sub Type
Contra
Sub Type Info
Contra funds follow Contrarian strategy which means investing in stocks in contrast to the prevailing sentiment. Minimum investment in equity is 65%.
Tax Impact
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Stamp Duty
0.005% (from July 1st, 2020)
Fund Manager Details
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Baroda BNP Paribas Business Cycle Fund Direct Growth
Baroda BNP Paribas Mutual Fund
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Frequently Asked Questions
How is the overall rating calculated?
The overall rating for Baroda BNP Paribas Business Cycle Fund Direct Growth is an aggregate score based on performance metrics (returns over 1, 3, and 5 years), risk-adjusted returns (Sharpe and Sortino ratios), and consistency relative to its category. Ratings are on a scale of 1 to 5, with 5 being the highest.
What are the top stocks of Baroda BNP Paribas Business Cycle Fund Direct Growth?
The top stocks held by Baroda BNP Paribas Business Cycle Fund Direct Growth include HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd..
Which industries does Baroda BNP Paribas Business Cycle Fund Direct Growth invest in?
Baroda BNP Paribas Business Cycle Fund Direct Growth primarily invests in the following industries: Financial, Energy, Construction.
Who are the fund managers of Baroda BNP Paribas Business Cycle Fund Direct Growth?
The fund managers of Baroda BNP Paribas Business Cycle Fund Direct Growth are Jitendra Sriram and Kushant Arora.
How many years has the fund manager been managing Baroda BNP Paribas Business Cycle Fund Direct Growth?
Jitendra Sriram:
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Kushant Arora:
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What is the minimum investment for Baroda BNP Paribas Business Cycle Fund Direct Growth?
The minimum investment for Baroda BNP Paribas Business Cycle Fund Direct Growth is ₹5000 for lumpsum investments and ₹500 for SIPs.
What are the average 1-year returns for Baroda BNP Paribas Business Cycle Fund Direct Growth?
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What are the average 3-year returns for Baroda BNP Paribas Business Cycle Fund Direct Growth?
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What is the expense ratio of Baroda BNP Paribas Business Cycle Fund Direct Growth, and how does it compare to its category?
The expense ratio of Baroda BNP Paribas Business Cycle Fund Direct Growth is 0.82%. No category comparison data is available.