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  • BNP Paribas Asset Mgmt India Pvt. Ltd
  • BNP Paribas Long Term Equity Fund (Growth)

Formerly BNP Paribas Tax Advantage Gr

BNP Paribas Long Term Equity Fund (Growth)

BNP Paribas Long Term Equity Fund (Growth)

EquityTax Saving

49.96

NAV (Jan 22)

Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in tax saving.

Click here to see our recommendations.

Tax saving 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 ->

Track Record

15 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

490 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.

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    3 Years
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    Save Tax

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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

Moderately Low

Moderate

Moderately High

High

Very High

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Moderately High risk

2.41 %

Expense Ratio

Jan 05, 2006

Launched (15y ago)

₹ 490

AUM in Crores

INF251K01985

ISIN

3

Lock-in

IISL Nifty 200 TR INR

Benchmark

₹ 500

SIP Minimum

₹ 500

Lumpsum Min.

Fund Managers
user-avatar

Abhijeet Dey

Fund Manager

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Karthikraj Lakshmanan

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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

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HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

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Nippon India Growth Fund (G)

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HDFC Top 100 Fund (G)

HDFC Top 100 Fund (G)

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About the AMC

BNP Paribas Asset Mgmt India Pvt. Ltd

BNP Paribas Asset Mgmt India Pvt. Ltd manages assets worth 7,599 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
  • BNP Paribas Liquid Fund (G)

    BNP Paribas Liquid Fund (G)

    Liquid

    Top Ranked

    ₹ 1,077 Cr

    Fund Size

    6%

    3Y returns

    BNP Paribas large Cap Fund (G)

    BNP Paribas large Cap Fund (G)

    Large Cap

    Top Ranked

    ₹ 1,050 Cr

    Fund Size

    9.5%

    3Y returns

    BNP Paribas Liquid Fund (G)

    BNP Paribas Liquid Fund (G)

    Liquid

    Top Ranked

    ₹ 1,077 Cr

    Fund Size

    5.9%

    3Y returns

    BNP Paribas Low Duration Fund (G)

    BNP Paribas Low Duration Fund (G)

    Low Duration

    Top Ranked

    ₹ 380 Cr

    Fund Size

    7.6%

    3Y returns

    BNP Paribas Liquid Fund Special Unclaimed Redemption 36A (G)

    BNP Paribas Liquid Fund Special Unclaimed Redemption 36A (G)

    Liquid

    Top Ranked

    ₹ 1,077 Cr

    Fund Size

    4.6%

    3Y returns

    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

    Motilal Oswal Long Term Equity Fund (Growth)

    Motilal Oswal Long Term Equity Fund (Growth)

    Equity

    Tax Saving

    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

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    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 11.3% 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 Abhijeet Dey, 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 as of 2021-01-22 is ₹ 49.96. The total AUM (Asset Under Management) of the fund as of 2021-01-24 is ₹ 489.578. The category risk of the BNP Paribas Long Term Equity Fund (G) fund is Moderately High risk. The fund charges 2.41 % as expense ratio.

    BNP Paribas Long Term Equity Fund (G) Holdings

    The fund’s highest allocation is towards equity and has invested 98.3% in this asset class. The top three holdings of the fund are infosys ltd,hdfc bank ltd and icici bank 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 3 on a scale of 5. The fund scores 4 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 3 out of 5 based on consistency of performance over various years / tenures.

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