• Mutual Funds
  • Baroda BNP Paribas Mutual Fund
  • Baroda BNP Paribas Focused Fund (G)
Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas Focused Fund (G)

EquityFocused

23.4783

NAV (Oct 15)

19.387%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in focused mutual funds.

Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

23.4783

NAV (Oct 15)

Fund Returns

Last 1Y
38.6%
Last 3Y
15%
Last 5Y
19.4%
Last 10Y
NA
Since Inception
12.9%
6 Month CAGR
15%

Scheme Information

Investment Objective

The Scheme seeks to generate long-term capital growth by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies across market capitalization.

Expense Ratio
2.28
Launched (0y ago)
2.28
AUM in Crores
726.3
ISIN
INF251K01PK6
Lock-in
-
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
12.5
Beta
0.9
Sharpe Ratio
1.1
YTM
-
Fund Managers

Sanjay Chawla

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 Focused Fund (G)70%11,96,657 4,64,04519.4%
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

Tata Motors Ltd.

5.7%
5.7%

Jindal Steel & Power Ltd.

5.6%
5.56%

Macrotech Developers Ltd.

5.5%
5.53%

Power Grid Corporation Of India Ltd.

5.4%
5.39%

TVS Motor Company Ltd.

5.3%
5.34%
See all holdings

Allocation by Sector

Capital Goods

16.6%
16.61%

Financial

14.9%
14.9%

Automobile

14.7%
14.72%

Energy

13.7%
13.72%

Construction

10.6%
10.63%
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%

12.6%

15.8%

6.1%

6.9%

6%

7.6%

6.4%

7.9%

Baroda BNP Paribas Focused Fund (G) Review

Baroda BNP Paribas Focused Fund (G) is a Focused Equity fund and has delivered an annualised return of 12.892% over a period of 7 years. The fund is managed by Baroda BNP Paribas Mutual Fund. The fund manager’s name is Sanjay Chawla.

Nav of Baroda BNP Paribas Focused Fund (G) as of 10/15/2024 is ₹23.48 with the total AUM as of 10/16/2024 is ₹726.2771. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda BNP Paribas Focused Fund (G) was launched on 2017-10-06. The category risk of the fund is Average.

The minimum SIP amount for Baroda BNP Paribas Focused 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 Focused 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 NIFTY 500 Total Return Index.

It is rated as a 2 fund in Equity and delivered 38.595% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Baroda BNP Paribas Focused Fund (G).

Frequently Asked Questions

What is Baroda BNP Paribas Focused Fund (G)?

It is a Focused 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 Focused Fund (G)?

You can invest in Baroda BNP Paribas Focused 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 Focused Fund (G)?

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

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

As per Scripbox experts, it is a 2 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 Focused Fund (G)?

The expense ratio of the Baroda BNP Paribas Focused Fund (G) is 2.28% for regular plan.

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

Today's Baroda BNP Paribas Focused Fund (G) NAV is ₹23.48.