Baroda BNP Paribas Business Cycle Fund - Regular Plan - IDCW Option
Category: Equity: Thematic-Business-Cycle
Launch Date: 15-09-2021
AUM:
₹ 563.26 Cr
Expense Ratio
2.38%
Benchmark
BSE 500 TRI
ISIN
INF955L01KI5
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. Jitendra Sriram, Mr. Kushant Arora
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Baroda BNP Paribas Business Cycle Fund - Regular Plan - IDCW Option | -2.04 | 15.52 | - |
| Benchmark | - | - | - |
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
14.3793
Last change
-0.08 (-0.5661%)
Fund Size (AUM)
₹ 563.26 Cr
Performance
11.45% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment objective of the Scheme is 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. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
Fund Manager
Mr. Jitendra Sriram, Mr. Kushant Arora
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.99 |
| Clearing Corporation of India Ltd | 6.95 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.03 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.23 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 4.09 |
| HITACHI ENERGY INDIA LIMITED EQ | 3.88 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 3.82 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.1 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 2.09 |
| INFOSYS LIMITED EQ FV RS 5 | 2.07 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 28.42 |
| Automobile and Auto Components | 11.25 |
| Healthcare | 11.01 |
| Capital Goods | 8.7 |
| Information Technology | 6.76 |
| Oil, Gas & Consumable Fuels | 5.23 |
| Fast Moving Consumer Goods | 4.49 |
| Construction | 4.09 |
| Consumer Services | 4.05 |
| Telecommunication | 2.1 |