• Mutual Funds
  • Baroda BNP Paribas Mutual Fund
  • Baroda BNP Paribas Equity Savings Fund (Growth)

Formerly Baroda Equity Savings Reg Gr

Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas Equity Savings Fund (Growth)

HybridEquity Savings

14.9497

NAV (May 14)

NA
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

14.9497

NAV (May 14)

Fund Returns

Last 1Y
14.5%
Last 3Y
8.5%
Last 5Y
NA
Last 10Y
NA
Since Inception
8.7%
6 Month CAGR
8.4%

Scheme Information

Investment Objective

The primary objective of the Scheme is to generate capital appreciation and income by using arbitrage opportunities,investment in equity / equity related instruments and debt/ money market instruments. However,there is no assurance or guarantee that the investment objective of the Scheme will be realized.

Expense Ratio
2.5
Launched (5y ago)
Jul 25, 2019
AUM in Crores
241.613
ISIN
INF955L01II9
Lock-in
No Lock-in
Benchmark
NIFTY Equity Savings TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
4.6
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.694
Sharpe Ratio (5yr)
0
YTM
7.92
Fund Managers

Miten Vora

Fund Manager

Pratish Krishnan

Fund Manager

Mayank Prakash

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 Equity Savings Fund (Growth)70%9,00,761 1,68,1498.5%
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 2024-05-14

Top Stock Holdings

cash offset for derivatives

34.1%
34.1%

treps 02-may-2024

7.2%
7.2%

5.63% govt stock 2026

6%
6%

reliance industries ltd

5.2%
5.2%

hdfc bank ltd

4.1%
4.1%
See all holdings

Allocation by Sector

financial services

20.2%
20.2%

consumer cyclical

8.7%
8.7%

basic materials

7%
7%

technology

6.4%
6.4%

industrials

5.5%
5.5%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 11,135 cr

₹ 34,733 cr

₹ 2,024 cr

₹ 2,173 cr

₹ 9,107 cr

amc-img

About the AMC

BNP Paribas Asset Management India Limited

Baroda BNP Paribas Asset Management India Pvt. Ltd. manages assets worth 39,065 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

14.2%

15%

4.8%

6.3%

13.7%

14.7%

2.3%

5.5%

2.3%

5.5%

Baroda BNP Paribas Equity Savings Fund (G) Review

Baroda BNP Paribas Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.7% over a period of 4 years. The fund was previously known as Baroda Equity Savings Reg Gr. The fund is managed by Baroda BNP Paribas Asset Management India Pvt. Ltd.. The fund managers are Mayank Prakash, Miten Vora, Pratish Krishnan.

Nav of Baroda BNP Paribas Equity Savings Fund (G) as of 5/14/2024 is ₹14.95 with the total AUM as of 5/15/2024 is ₹241.613. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda BNP Paribas Equity Savings Fund (G) was launched on Jul 25, 2019. The category risk of the fund is Moderately High risk.

The minimum SIP amount for Baroda BNP Paribas Equity Savings 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.

Frequently Asked Questions

What is Baroda BNP Paribas Equity Savings Fund (G)?

Baroda BNP Paribas Equity Savings Fund (G) is a Equity Savings Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Baroda BNP Paribas Equity Savings Fund (G)?

You can invest in Baroda BNP Paribas Equity Savings 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 Equity Savings Fund (G)?

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

Is Baroda BNP Paribas Equity Savings Fund (G) good to invest in?

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

The expense ratio of the Baroda BNP Paribas Equity Savings Fund (G) is 2.5% for regular plan.