BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option
Category: Equity: Thematic-Consumption
Launch Date: 07-09-2018
AUM:
₹ 1,431.43 Cr
Expense Ratio
2.09%
Benchmark
NIFTY India Consumption TRI
ISIN
INF251K01PQ3
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Shiv Chanani, Miten Vora
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option | 10.9 | 20.49 | 22.58 |
| Nifty India Consumption TRI | 11.89 | 22.45 | 23.15 |
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
30.8224
Last change
0.78 (2.5251%)
Fund Size (AUM)
₹ 1,431.43 Cr
Performance
18.35% (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 LIMITED EQ NEW FV RS 5/- | 7.6 |
| Clearing Corporation of India Ltd | 5.27 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 4.87 |
| ITC LIMITED EQ NEW FV RE.1/- | 4.04 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 4.03 |
| EICHER MOTORS LIMITED EQ NEW FV RE. 1/- | 3.91 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 3.89 |
| THE PHOENIX MILLS LIMITED EQ NEW RS.2/- | 3.18 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 3.13 |
| THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- | 3.02 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Fast Moving Consumer Goods | 31.7 |
| Automobile and Auto Components | 16.11 |
| Consumer Durables | 15.84 |
| Consumer Services | 12.86 |
| Telecommunication | 9.23 |
| N/A | 5.82 |
| Realty | 3.18 |
| Financial Services | 1.74 |
| Healthcare | 1.44 |
| Textiles | 1.28 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| BARODA BNP PARIBAS India Consumption Fund Reg Gr | 22.58 |
| Kotak Consumption Fund Reg Gr | 0.0 |
| Sundaram Consumption Reg Gr | 23.36 |
| Tata India Consumer Reg Gr | 23.74 |
| ABSL India GenNext Fund Gr | 23.92 |
| HDFC Non-Cyclical Consumer Fund Gr | 0.0 |
| HSBC Consumption Fund Reg Gr | 0.0 |
| Canara Robeco Consumer Trends Fund Reg Gr | 24.68 |
| SBI Consumption Opportunities Reg Gr | 29.33 |
| Nippon India Consumption Gr Gr | 27.93 |