Click here for top ranked funds in medium term mutual funds.
However, Scripbox does not recommend investing in medium term mutual funds.
Medium Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.This exposes them to higher variation when interest rates change.
This is a small category (less than 2% of the total debt fund assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.
No single fund can achieve what a plan can. Learn why
Scheme Information
Investment Objective
The investment objective of the Scheme is to seek to optimize returns by from a portfolio comprising investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 year and 4 years. However,there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/ indicate any returns
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.
BNP Paribas Asset Mgmt India Pvt. Ltd manages assets worth 7,782 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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?
Recommended
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.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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
How to invest in Scripbox Mutual Funds?
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan
Choose a plan to invest to start investing
Create an Account
Create an account with Scripbox through a paperless process, to invest in this fund
Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track your investments
Track, invest more and withdraw your investments through the Scripbox dashboard
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
We will track our recommendations and suggest changes & fund exists whenever required.
All week call assistance
Our customer champions are available 7 days a week from 8AM to 8PM.
Annual reviews & rebalances
We review your investments and make course corrections every year to make the best out of your investments
About BNP Paribas Medium Term Fund Calendar (DR-Q)
About BNP Paribas Medium Term Fund Calendar (DR-Q)
BNP Paribas Medium Term Fund Calendar (DR-Q) is a medium term debt fund and has delivered an annualised return of 3.8% over a period of 7 years .The fund was previously known as BNP Paribas Med Term Inc Reg Cal Qt DR.The fund is managed by BNP Paribas Asset Mgmt India Pvt. Ltd.The fund managers are Mayank Prakash, Vikram Pamnani
BNP Paribas Medium Term Fund Calendar (DR-Q) Investment Objective
The investment objective of the Scheme is to seek to optimize returns by from a portfolio comprising investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 year and 4 years. However,there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/ indicate any returns However, there is no assurance that the objective of the scheme will be realized.
BNP Paribas Medium Term Fund Calendar (DR-Q) NAV,AUM,Risk
The BNP Paribas Medium Term Fund Calendar (DR-Q) fund was launched on Mar 05, 2014. The NAV (Net Asset Value) of this medium term debt as of 2021-02-24 is ₹ 10.1014. The total AUM (Asset Under Management) of the fund as of 2021-02-25 is ₹ 29.516. The category risk of the BNP Paribas Medium Term Fund Calendar (DR-Q) fund is Moderate Risk.
The fund charges 1.02 % as expense ratio.
BNP Paribas Medium Term Fund Calendar (DR-Q) Holdings
The fund’s highest allocation is towards debt and has invested 64.8% in this asset class. The top three holdings of the fund are grasim industries limited,bharat petroleum corporation limited and 5.22% goi 2025
BNP Paribas Medium Term Fund Calendar (DR-Q) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
BNP Paribas Medium Term Fund Calendar (DR-Q) Investment volatility and Horizon
This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Medium Term Debt TR INR.
BNP Paribas Medium Term Fund Calendar (DR-Q) Review
BNP Paribas Medium Term Fund Calendar (DR-Q) has a score of 1 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, BNP Paribas Medium Term Fund Calendar (DR-Q) has a score of 1 out of 5.
The credit risk of the fund is 4 out of 5 as compared to other debt funds.
