• Mutual Funds
  • Baroda BNP Paribas Mutual Fund
  • Baroda BNP Paribas Business Cycle Fund (G)
Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas Business Cycle Fund (G)

EquitySectoral / Thematic

16.6798

NAV (Oct 16)

18.246%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

16.6798

NAV (Oct 16)

Fund Returns

Last 1Y
44.8%
Last 3Y
17.6%
Last 5Y
NA
Last 10Y
NA
Since Inception
18.2%
6 Month CAGR
17.8%

Scheme Information

Investment Objective

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.

Expense Ratio
2.4
Launched (0y ago)
2.4
AUM in Crores
626.1
ISIN
INF955L01KH7
Lock-in
-
Benchmark
BSE 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Jitendra Sriram

Fund Manager

Miten Vora

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Baroda BNP Paribas Business Cycle Fund (G)70%11,40,714 4,08,10217.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-12-21

Top Stock Holdings

Others

5.2%
5.2%

Reliance Industries Ltd.

4.9%
4.89%

HDFC Bank Ltd.

4.3%
4.3%

Larsen & Toubro Ltd.

4.2%
4.23%

Tata Consultancy Services Ltd.

3.8%
3.79%
See all holdings

Allocation by Sector

Financial

17.6%
17.56%

Healthcare

10.8%
10.79%

Services

10.4%
10.36%

Automobile

9.9%
9.88%

Technology

8.2%
8.18%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

Baroda BNP Paribas Mutual Fund

BNP Paribas Mutual Fund Company is a part of the Paribas Group. BNP Paribas was formed in the year 1980. In 2002 they commenced their operations in India. BNP paribas is the first ever fund house to integrate ESG analysis. Currently, they manage assets worth Rs. 17 trillion. amc-img
phone-img022-33704000
Fund NameScripbox Opinion
Till Date CAGR

5.7%

6.4%

12.7%

15.8%

6.1%

6.9%

6%

7.6%

18%

22.2%

Baroda BNP Paribas Business Cycle Fund (G) Review

Baroda BNP Paribas Business Cycle Fund (G) is a Sectoral / Thematic Equity fund and has delivered an annualised return of 18.246% over a period of 3 years. The fund is managed by Baroda BNP Paribas Mutual Fund. The fund managers are Jitendra Sriram, Miten Vora.

Nav of Baroda BNP Paribas Business Cycle Fund (G) as of 10/16/2024 is ₹16.68 with the total AUM as of 10/16/2024 is ₹626.1031. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda BNP Paribas Business Cycle Fund (G) was launched on 2021-09-15. The category risk of the fund is null.

The minimum SIP amount for Baroda BNP Paribas Business Cycle Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Baroda BNP Paribas Business Cycle Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE 500 Total Return Index.

It is rated as a null fund in Equity and delivered 44.782% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Baroda BNP Paribas Business Cycle Fund (G).

Frequently Asked Questions

What is Baroda BNP Paribas Business Cycle Fund (G)?

It is a Sectoral / Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Baroda BNP Paribas Business Cycle Fund (G)?

You can invest in Baroda BNP Paribas Business Cycle Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Baroda BNP Paribas Business Cycle Fund (G)?

The minimum sip amount for Baroda BNP Paribas Business Cycle Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Baroda BNP Paribas Business Cycle Fund (G) good to invest in?

As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Baroda BNP Paribas Business Cycle Fund (G)?

The expense ratio of the Baroda BNP Paribas Business Cycle Fund (G) is 2.4% for regular plan.

What is the NAV of Baroda BNP Paribas Business Cycle Fund (G)?

Today's Baroda BNP Paribas Business Cycle Fund (G) NAV is ₹16.68.