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  • BNP Paribas Asset Mgmt India Pvt. Ltd
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  • BNP Paribas Medium Term Fund Inc Dist cum Cap Wdrl (RIDCW-M)

Formerly BNP Paribas Med Term Reg Mn DR

BNP Paribas Medium Term Fund Inc Dist cum Cap Wdrl (RIDCW-M)

BNP Paribas Medium Term Fund Inc Dist cum Cap Wdrl (RIDCW-M)

DebtMedium Term

10.093

NAV (Jul 22)

1.9%
3 Year CAGR
Scripbox Opinion

Not Recommended

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

26 Cr. Negligible within the category

Impact of Interest Rate Changes

High Interest Rate Risk. The impact on fund value is high when interest rates change

Credit Quality Of Fund's Portfolio

Lowest Credit Risk. The fund has a very high credit quality compared to other debt funds

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Short Term Money

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    Historical growth rate of 6.5% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderate Risk

Expense Ratio
1.03 %
Launched (7y ago)
Mar 05, 2014
AUM in Crores
₹ 26
ISIN
INF251K01MC0
Lock-in
No Lock-in
Benchmark
CRISIL Medium Term Debt TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
user-avatar

Mayank Prakash

Fund Manager

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Vikram Pamnani

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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Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Car, Down Payment
    Expert Investing Only, Car, Down Payment
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Debt Funds

Kotak Savings Fund (G)

Kotak Savings Fund (G)

Ultra Short

Recommended

Top Ranked

17 Years

Age

5

Track Record

Aditya Birla Sun Life Liquid (G)

Aditya Birla Sun Life Liquid (G)

Liquid

Recommended

Top Ranked

17 Years

Age

5

Track Record

SBI Magnum Ultra Short Duration Fund (G)

SBI Magnum Ultra Short Duration Fund (G)

Ultra Short

Recommended

Top Ranked

22 Years

Age

5

Track Record

Nippon India Liquid Fund (G)

Nippon India Liquid Fund (G)

Liquid

Recommended

Top Ranked

18 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Low Duration

Recommended

Top Ranked

19 Years

Age

5

Track Record

amc-icon

About the AMC

BNP Paribas Asset Mgmt India Pvt. Ltd

BNP Paribas Asset Mgmt India Pvt. Ltd manages assets worth 8,290 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

    ₹ 1,103 Cr

    Fund Size

    5.30%

    3 Year CAGR

    3 Y CAGR

    BNP Paribas Liquid Fund (G)

    BNP Paribas Liquid Fund (G)

    Liquid

    Top Ranked

    ₹ 1,103 Cr

    Fund Size

    5.30%

    3 Year CAGR

    3 Y CAGR

    BNP Paribas Large Cap Fund (G)

    BNP Paribas Large Cap Fund (G)

    Large Cap

    Top Ranked

    ₹ 1,107 Cr

    Fund Size

    12.60%

    5 Year CAGR

    5 Y CAGR

    BNP Paribas Short Term Fund (G)

    BNP Paribas Short Term Fund (G)

    Short Term

    Top Ranked

    ₹ 369 Cr

    Fund Size

    7.40%

    3 Year CAGR

    3 Y CAGR

    BNP Paribas Short Term Fund (G)

    BNP Paribas Short Term Fund (G)

    Short Term

    Top Ranked

    ₹ 369 Cr

    Fund Size

    7.50%

    3 Year CAGR

    3 Y CAGR

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    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

    About BNP Paribas Medium Term Fund Inc Dist cum Cap Wdrl (RIDCW-M)

    About BNP Paribas Medium Term Fund Inc Dist cum Cap Wdrl (RIDCW-M)

    BNP Paribas Medium Term Fund Inc Dist cum Cap Wdrl (RIDCW-M) is a medium term debt fund and has delivered an annualised return of 3.5% over a period of 7 years .The fund was previously known as BNP Paribas Med Term Reg Mn 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 Inc Dist cum Cap Wdrl (RIDCW-M) 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 Inc Dist cum Cap Wdrl (RIDCW-M) NAV,AUM,Risk

    The BNP Paribas Medium Term Fund Inc Dist cum Cap Wdrl (RIDCW-M) fund was launched on Mar 05, 2014. The NAV (Net Asset Value) of this medium term debt as of 2021-07-22 is ₹ 10.093. The total AUM (Asset Under Management) of the fund as of 2021-07-23 is ₹ 25.914. The category risk of the BNP Paribas Medium Term Fund Inc Dist cum Cap Wdrl (RIDCW-M) fund is Moderate Risk. The fund charges 1.03 % as expense ratio.

    BNP Paribas Medium Term Fund Inc Dist cum Cap Wdrl (RIDCW-M) Holdings

    The fund’s highest allocation is towards debt and has invested 90.1% in this asset class. The top three holdings of the fund are 5.63% govt stock 2026,5.22% goi 2025 and 5.15% govt stock 2025

    BNP Paribas Medium Term Fund Inc Dist cum Cap Wdrl (RIDCW-M) 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 Inc Dist cum Cap Wdrl (RIDCW-M) 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 Inc Dist cum Cap Wdrl (RIDCW-M) Review

    BNP Paribas Medium Term Fund Inc Dist cum Cap Wdrl (RIDCW-M) has a score of 1 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 Medium Term Fund Inc Dist cum Cap Wdrl (RIDCW-M) has a score of 1 out of 5. The credit risk of the fund is 5 out of 5 as compared to other debt funds.

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