BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option
Category: Equity: Thematic-Consumption
Launch Date: 07-09-2018
AUM:
₹ 1,268.35 Cr
Expense Ratio
2.12%
Benchmark
NIFTY India Consumption TRI
ISIN
INF251K01PQ3
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
Fund Manager
Shiv Chanani, Miten Vora
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option | 36.43 | 19.99 | 21.12 |
| Nifty India Consumption TRI | 38.94 | 22.52 | 19.88 |
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
30.2604
Last change
0.31 (1.0155%)
Fund Size (AUM)
₹ 1,268.35 Cr
Performance
21.15% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme seeks to generate capital appreciation and provide long-term growth opportunities by investing in companies expected to benefit by providing products and services to the growing consumption needs of Indian consumers, which in turn is getting fuelled by high disposable income. The Scheme also seeks to generate income by investing in debt and money market securities.
Fund Manager
Shiv Chanani, Miten Vora
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Bharti Airtel Ltd. | 6.49 |
| Trent Ltd. | 6.29 |
| Others | 5.03 |
| Mahindra & Mahindra Ltd. | 4.94 |
| Zomato Ltd. | 4.8 |
| Maruti Suzuki India Ltd. | 4.4 |
| TVS Motor Company Ltd. | 4.12 |
| Hindustan Unilever Ltd. | 3.67 |
| Tata Consumer Products Ltd. | 3.34 |
| Nestle India Ltd. | 3.18 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Consumer Staples | 29.72 |
| Services | 19.27 |
| Automobile | 18.61 |
| Consumer Discretionary | 9.8 |
| Communication | 7.57 |
| Financial | 5.27 |
| Others | 2.89 |
| Construction | 2.44 |
| Materials | 1.95 |
| Capital Goods | 1.5 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| BARODA BNP PARIBAS India Consumption Fund Reg Gr | 21.12 |
| Nippon India Consumption Gr Gr | 24.73 |
| ICICI Pru Bharat Consumption Gr | 19.59 |
| Mahindra Manulife Consumption Fund Reg Gr | 17.27 |
| Canara Robeco Consumer Trends Fund Reg Gr | 21.42 |
| UTI India Consumer Reg Gr | 17.6 |
| Mirae Asset Great Consumer Reg Gr | 20.74 |
| Sundaram Consumption Reg Gr | 16.84 |
| Tata India Consumer Reg Gr | 19.73 |
| SBI Consumption Opportunities Reg Gr | 22.16 |