• Mutual Funds
  • Baroda BNP Paribas Mutual Fund
  • Baroda BNP Paribas India Consumption Fund (G)
Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas India Consumption Fund (G)

EquitySectoral / Thematic - Consumption

33.4089

NAV (Sep 06)

24.47%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in sectoral / thematic - consumption mutual funds.

Sectoral / Thematic - Consumption 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).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

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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

33.4089

NAV (Sep 6)

Fund Returns

Last 1Y
43.8%
Last 3Y
20.1%
Last 5Y
24.5%
Last 10Y
NA
Since Inception
22.3%
6 Month CAGR
24.8%

Scheme Information

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.

Expense Ratio
2.09
Launched (0y ago)
2.09
AUM in Crores
1457.8
ISIN
INF251K01PQ3
Lock-in
Benchmark
NIFTY India Consumption Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
12.3
Beta
0.7
Sharpe Ratio
1.2
YTM
Fund Managers

Miten Vora

Fund Manager

Shiv Chanani

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 India Consumption Fund (G)70%13,76,301 6,43,68924.5%
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 2024-02-27

Top Stock Holdings

Trent Ltd.

7%
7.01%

ITC Ltd.

6.8%
6.8%

Hindustan Unilever Ltd.

5.6%
5.57%

Bharti Airtel Ltd.

5.5%
5.52%

Zomato Ltd.

5.4%
5.35%
See all holdings

Allocation by Sector

Consumer Staples

36.3%
36.3%

Services

20.82%
20.82%

Automobile

15.02%
15.02%

Consumer Discretionary

10.97%
10.97%

Communication

7.6%
7.6%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 25,617 cr

₹ 23,046 cr

₹ 62,717 cr

₹ 48,805 cr

₹ 17,267 cr

amc-img

About the AMC

Baroda BNP Paribas Mutual Fund

BNP Paribas Mutual Fund Company is a part of the Paribas Group. BNP Paribas was formed in the year 1980. In 2002 they commenced their operations in India. BNP paribas is the first ever fund house to integrate ESG analysis. Currently, they manage assets worth Rs. 17 trillion. amc-img
phone-img022-33704000
Fund NameScripbox Opinion
Till Date CAGR

5.304%

6.333%

14.006%

15.94%

5.985%

6.94%

5.653%

7.528%

8.921%

7.871%

Baroda BNP Paribas India Consumption Fund (G) Review

Baroda BNP Paribas India Consumption Fund (G) is a Equity Equity fund and has delivered an annualised return of 22.334% over a period of 6 years. The fund is managed by Baroda BNP Paribas Mutual Fund. The fund manager’s name is [object Object],[object Object].

Nav of Baroda BNP Paribas India Consumption Fund (G) as of 9/6/2024 is ₹33.41 with the total AUM as of 9/7/2024 is ₹1457.8463. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda BNP Paribas India Consumption Fund (G) was launched on 2018-09-07. The category risk of the fund is Below Average.

The minimum SIP amount for Baroda BNP Paribas India Consumption 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 India Consumption 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 NIFTY India Consumption Total Return Index.

Baroda BNP Paribas India Consumption Fund (G) is rated as a 3 fund in Equity and delivered 43.807% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Baroda BNP Paribas India Consumption Fund (G).

Frequently Asked Questions

What is Baroda BNP Paribas India Consumption Fund (G)?

Baroda BNP Paribas India Consumption Fund (G) is a Equity 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 India Consumption Fund (G)?

You can invest in Baroda BNP Paribas India Consumption 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 India Consumption Fund (G)?

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

Is Baroda BNP Paribas India Consumption Fund (G) good to invest in?

As per Scripbox experts, Baroda BNP Paribas India Consumption Fund (G) is a 3 fund. You can investBaroda BNP Paribas India Consumption 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 India Consumption Fund (G)?

The expense ratio of the Baroda BNP Paribas India Consumption Fund (G) is 2.09% for regular plan.