• Mutual Funds
  • BNP Paribas Mutual Fund
  • BNP Paribas Long Term Equity Fund (Growth)

Formerly BNP Paribas Tax Advantage Gr

BNP Paribas Mutual Fund

BNP Paribas Long Term Equity Fund (Growth)

EquityTax Saving

Top Ranked

60.056

NAV (Dec 02)

16.2%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

15 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

557 Cr. Medium within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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Tax Saver Plan

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    3 Years
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    Save Tax

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Historical NAV

60.056

NAV (Dec 2)

Fund Returns

Last 1Y

30.5%

Last 3Y

18.9%

Last 5Y

16.2%

Last 10Y

16.1%

Since Inception

11.9%

6 Month CAGR

11.8%

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Scheme Information

Investment Objective

The investment objective of the Scheme is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities along with income tax rebate,as may be prevalent from time to time. However,there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.37

Launched (15y ago)

Jan 05, 2006

AUM in Crores

556.913

ISIN

INF251K01985

Lock-in

3

Benchmark

IISL Nifty 200 TR INR

SIP Minimum

500

Lumpsum Min.

500

Fund Managers
user-avatar

Chockalingam Narayanan

Fund Manager

user-avatar

Karthikraj Lakshmanan

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • Inflation beating returns
    Inflation beating returns
  • Save Tax
    Save Tax
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

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About the AMC

BNP Paribas Asset Mgmt India Pvt. Ltd

BNP Paribas Asset Mgmt India Pvt. Ltd manages assets worth 9,155 crores and was set up on 4 November 2003. It's current offering of mutual fund schemes includes 18 equity,78 debt and 22 hybrid funds.

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  • tel-amc-about
    022-33704000
  • mail-amc-about
    customercare@bnpparibasmf.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.8%

    6.6%

    4.8%

    7%

    18.9%

    16.6%

    7.1%

    5.5%

    7.2%

    7.4%

    growth

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About BNP Paribas Long Term Equity Fund (G)

    About BNP Paribas Long Term Equity Fund (G)

    BNP Paribas Long Term Equity Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 11.9% over a period of 15 years. The fund was previously known as BNP Paribas Tax Advantage Gr . The fund is managed by BNP Paribas Asset Mgmt India Pvt. Ltd. The fund managers are Chockalingam Narayanan, Karthikraj Lakshmanan

    BNP Paribas Long Term Equity Fund (G) Investment Objective

    The investment objective of the Scheme is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities along with income tax rebate,as may be prevalent from time to time. However,there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. . However, there is no assurance that the objective of the scheme will be realized.

    BNP Paribas Long Term Equity Fund (G) NAV,AUM,Risk

    The BNP Paribas Long Term Equity Fund (G) fund was launched on Jan 05, 2006. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-12-02 is ₹60.06. The total AUM (Asset Under Management) of the fund as of 03/12/2021 is ₹556.913. The category risk of the BNP Paribas Long Term Equity Fund (G) fund is Very High Risk. The fund charges 2.37 % as expense ratio.

    BNP Paribas Long Term Equity Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 94.3% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , infosys ltd , axis bank ltd , treps 01-nov-2021 , reliance industries ltd , voltas ltd , avenue supermarts ltd , housing development finance corp ltd , tata motors ltd , ultratech cement ltd , brigade enterprises ltd , kotak mahindra bank ltd , avanti feeds ltd , siemens ltd , tata consultancy services ltd , cipla ltd , bharti airtel ltd , multi commodity exchange of india ltd , larsen & toubro ltd , v-mart retail ltd , ashok leyland ltd , basf india ltd , gujarat gas ltd , hindustan unilever ltd , tvs motor co ltd , inox leisure ltd , bajaj finserv ltd , repco home finance ltd , minda corp ltd , asian paints ltd , can fin homes ltd , indian bank , sun pharmaceuticals industries ltd , steel authority of india ltd , astral ltd , crompton greaves consumer electricals ltd , tata consumer products ltd , orient electric ltd ordinary shares , uti asset management co ltd , net receivable / payable , l&t technology services ltd , hcl technologies ltd , dcm shriram ltd , sundaram finance ltd , hdfc life insurance company limited , nuvoco vista corp ltd , csb bank ltd ordinary shares , icici prudential life insurance company limited , pvr ltd , hindalco industries ltd

    BNP Paribas Long Term Equity Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹500 and you can increase this in multiples of ₹ 500. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 500.

    BNP Paribas Long Term Equity Fund (G) Investment volatility and Horizon

    This fund 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 IISL Nifty 200 TR INR

    BNP Paribas Long Term Equity Fund (G) Review

    BNP Paribas Long Term Equity Fund (G) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, BNP Paribas Long Term Equity Fund (G) has a score of 3 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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