- Mutual Funds
- Baroda BNP Paribas Mutual Fund
- Baroda BNP Paribas Focused fund (RIDCW-A)
Formerly BNP Paribas Focused 25 Equity Reg IDCW-R
Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.8344
NAV (Apr 16)
Fund Returns
Last 1Y | 35.9% |
Last 3Y | 17.8% |
Last 5Y | 15.5% |
Last 10Y | NA |
Since Inception | 11% |
6 Month CAGR | 17.7% |
Scheme Information
The Scheme seeks to generate long-term capital growth by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies across market capitalization. However,there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/ indicate any returns.
Expense Ratio | 2.32 |
Launched (7y ago) | Oct 10, 2017 |
AUM in Crores | 590.637 |
ISIN | INF251K01PM2 |
Lock-in | No Lock-in |
Benchmark | NIFTY 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.4 |
Standard Deviation (5yr) | 16.7 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.946 |
Sharpe Ratio (5yr) | 0.652 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Baroda BNP Paribas Focused fund (RIDCW-A) | 10,78,590 | 3,45,978 | 15.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
zomato ltd
8.3%larsen & toubro ltd
7%tata motors ltd
5.9%macrotech developers ltd
5.8%oil india ltd
5.8%Allocation by Sector
consumer cyclical
22.6%financial services
22.5%industrials
17.6%utilities
8.9%basic materials
6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 14,075 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
BNP Paribas Asset Management India Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14% | 15% | ||
4.7% | 6.2% | ||
13.5% | 14.7% | ||
2.2% | 5.5% | ||
13.5% | 14.7% |
Baroda BNP Paribas Focused fund (RIDCW-A) Review
Baroda BNP Paribas Focused fund (RIDCW-A) is a Focused Equity fund and has delivered an annualised return of 11% over a period of 6 years. The fund was previously known as BNP Paribas Focused 25 Equity Reg IDCW-R. The fund is managed by Baroda BNP Paribas Asset Management India Pvt. Ltd.. The fund manager’s name is Sanjay Chawla.
Nav of Baroda BNP Paribas Focused fund (RIDCW-A) as of 4/16/2024 is ₹15.83 with the total AUM as of 4/18/2024 is ₹590.637. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda BNP Paribas Focused fund (RIDCW-A) was launched on Oct 10, 2017. The category risk of the fund is Very High Risk.
The minimum SIP amount for Baroda BNP Paribas Focused fund (RIDCW-A) 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 Focused fund (RIDCW-A) 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 NIFTY 500 TR INR.
Baroda BNP Paribas Focused fund (RIDCW-A) is rated as a 2 fund in Equity and delivered 35.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Baroda BNP Paribas Focused fund (RIDCW-A).
Frequently Asked Questions
What is Baroda BNP Paribas Focused fund (RIDCW-A)?
How to invest in Baroda BNP Paribas Focused fund (RIDCW-A)?
You can invest in Baroda BNP Paribas Focused fund (RIDCW-A) 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 Focused fund (RIDCW-A)?
The minimum sip amount for Baroda BNP Paribas Focused fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Baroda BNP Paribas Focused fund (RIDCW-A) good to invest in?
As per Scripbox experts, Baroda BNP Paribas Focused fund (RIDCW-A) is a Neutral fund. You can investBaroda BNP Paribas Focused fund (RIDCW-A) 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 Focused fund (RIDCW-A)?
The expense ratio of the Baroda BNP Paribas Focused fund (RIDCW-A) is 2.32% for regular plan.