Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth
Category: Equity: Thematic-Others
Launch Date: 05-09-2021
AUM:
₹ 519.66 Cr
Expense Ratio
2.45%
Benchmark
S&P BSE 500 TRI
ISIN
INF955L01KH7
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Jitendra Sriram, Miten Vora
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | 41.22 | - | - |
| S&P BSE 500 TRI | 33.43 | 19.06 | 18.98 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
14.4886
Last change
0.16 (1.0802%)
Fund Size (AUM)
₹ 519.66 Cr
Performance
15.0% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Jitendra Sriram, Miten Vora
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 8.4 |
| Reliance Industries Ltd. | 5.59 |
| HDFC Bank Ltd. | 4.74 |
| Larsen & Toubro Ltd. | 4.67 |
| ICICI Bank Ltd. | 4.18 |
| Tata Consultancy Services Ltd. | 3.88 |
| Trent Ltd. | 3.82 |
| Sun Pharmaceutical Industries Ltd. | 2.6 |
| NHPC Ltd. | 2.5 |
| Varun Beverages Ltd. | 2.31 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 21.16 |
| Services | 10.42 |
| Healthcare | 10.0 |
| Others | 9.88 |
| Energy | 9.08 |
| Automobile | 8.45 |
| Consumer Staples | 6.76 |
| Construction | 6.09 |
| Technology | 5.8 |
| Capital Goods | 5.41 |