• Mutual Funds
  • Baroda BNP Paribas Mutual Fund
  • Baroda BNP Paribas Business Cycle Fund (Growth)

Formerly Baroda Business Cycle Reg Gr

Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas Business Cycle Fund (Growth)

EquitySectoral/ Thematic

14.815

NAV (May 29)

15.7%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

14.815

NAV (May 29)

Fund Returns

Last 1Y
43.3%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
15.7%
6 Month CAGR
23.8%

Scheme Information

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 is no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
2.45
Launched (3y ago)
Sep 15, 2021
AUM in Crores
519.656
ISIN
INF955L01KH7
Lock-in
No Lock-in
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Miten Vora

Fund Manager

Jitendra Sriram

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 Business Cycle Fund (Growth)70%23,98,626 16,66,01443.3%
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 2024-05-29

Top Stock Holdings

treps 02-may-2024

8.4%
8.4%

reliance industries ltd

5.6%
5.6%

larsen & toubro ltd

4.7%
4.7%

hdfc bank ltd

4.7%
4.7%

icici bank ltd

4.2%
4.2%
See all holdings

Allocation by Sector

financial services

23.3%
23.3%

consumer cyclical

14.7%
14.7%

healthcare

10%
10%

industrials

9.9%
9.9%

technology

9.5%
9.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,859 cr

₹ 18,691 cr

₹ 22,471 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

BNP Paribas Asset Management India Limited

Baroda BNP Paribas Asset Management India Pvt. Ltd. manages assets worth 40,376 crores and was set up on 4 November 2003. It's current offering of mutual fund schemes includes 28 equity,142 debt and 21 hybrid funds.amc-img
phone-img022-33704000
Fund NameScripbox Opinion
Till Date CAGR

14.3%

15.3%

4.9%

6.3%

13.8%

15%

2.4%

5.5%

13.8%

15%

Baroda BNP Paribas Business Cycle Fund (G) Review

Baroda BNP Paribas Business Cycle Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 15.7% over a period of 2 years. The fund was previously known as Baroda Business Cycle Reg Gr. The fund is managed by Baroda BNP Paribas Asset Management India Pvt. Ltd.. The fund managers are Jitendra Sriram, Miten Vora.

Nav of Baroda BNP Paribas Business Cycle Fund (G) as of 5/29/2024 is ₹14.81 with the total AUM as of 5/30/2024 is ₹519.656. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda BNP Paribas Business Cycle Fund (G) was launched on Sep 15, 2021. The category risk of the fund is Very High Risk.

The minimum SIP amount for Baroda BNP Paribas Business Cycle 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 Business Cycle 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 S&P BSE 500 India TR INR.

Baroda BNP Paribas Business Cycle Fund (G) is rated as a 0 fund in Equity and delivered 43.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Baroda BNP Paribas Business Cycle Fund (G).

Frequently Asked Questions

What is Baroda BNP Paribas Business Cycle Fund (G)?

Baroda BNP Paribas Business Cycle Fund (G) is a Sectoral/ Thematic 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 Business Cycle Fund (G)?

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

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

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

As per Scripbox experts, Baroda BNP Paribas Business Cycle Fund (G) is a Not Reviewed Yet fund. You can investBaroda BNP Paribas Business Cycle Fund (G) fund 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 Business Cycle Fund (G)?

The expense ratio of the Baroda BNP Paribas Business Cycle Fund (G) is 2.45% for regular plan.