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    • BNP Paribas Substantial Equity Hybrid fund (Growth)

    Formerly BNP Paribas Substantial Eq Hy Reg Gr

    BNP Paribas Mutual Fund

    BNP Paribas Substantial Equity Hybrid fund (Growth)

    HybridAggressive Hybrid

    18.4488

    NAV (Sep 21)

    14.7%
    Till Date CAGR
    Scripbox Opinion

    Neutral

    Click here for top ranked funds in aggressive hybrid mutual funds.

    However, Scripbox does not recommend investing in aggressive hybrid mutual funds.

    Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

    This makes their performance difficult to assess.

    With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    4 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

    Relative Size

    693 Cr. Medium within the category

    Category View

    Neutral. The category has a neutral investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

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      Historical growth rate of 12% 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

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    Historical NAV

    18.4488

    NAV (Sep 21)

    Fund Returns

    Last 1Y
    44.3%
    Last 3Y
    18.8%
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    14.7%
    6 Month CAGR
    16.9%
    info-icon-blue

    Scheme Information

    Investment Objective

    The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments. 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

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.36
    Launched (4y ago)
    Apr 07, 2017
    AUM in Crores
    692.786
    ISIN
    INF251K01OW4
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Hybrid 35+65 - Agg TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Karthikraj Lakshmanan

    Fund Manager

    user-avatar

    Mayank Prakash

    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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    Build Long Term Wealth

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

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only
      Expert Investing Only
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Hybrid Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    ₹ 8,154 cr

    5

    ₹ 17,879 cr

    5

    ₹ 3,339 cr

    5

    ₹ 85 cr

    5

    ₹ 2,604 cr

    5

    amc-icon

    About the AMC

    BNP Paribas Asset Mgmt India Pvt. Ltd

    BNP Paribas Asset Mgmt India Pvt. Ltd manages assets worth 8,855 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.

    amc-img

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

    5.1%

    6.7%

    top-ranked-badge

    5.1%

    7%

    top-ranked-badge

    19.3%

    16.8%

    top-ranked-badge

    7.5%

    5.6%

    top-ranked-badge

    7.6%

    7.4%

    growth

    Build Long Term Wealth

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

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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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 Substantial Equity Hybrid fund (G)

    About BNP Paribas Substantial Equity Hybrid fund (G)

    BNP Paribas Substantial Equity Hybrid fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 14.7% over a period of 4 years. The fund was previously known as BNP Paribas Substantial Eq Hy Reg Gr . The fund is managed by BNP Paribas Asset Mgmt India Pvt. Ltd. The fund managers are Karthikraj Lakshmanan, Mayank Prakash

    BNP Paribas Substantial Equity Hybrid fund (G) Investment Objective

    The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments. 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 Substantial Equity Hybrid fund (G) NAV,AUM,Risk

    The BNP Paribas Substantial Equity Hybrid fund (G) fund was launched on Apr 07, 2017. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-09-21 is ₹18.45. The total AUM (Asset Under Management) of the fund as of 22/09/2021 is ₹692.786. The category risk of the BNP Paribas Substantial Equity Hybrid fund (G) fund is Very High Risk. The fund charges 2.36 % as expense ratio.

    BNP Paribas Substantial Equity Hybrid fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 78.4% in this asset class. The top three holdings of the fund are , treps 01-sep-2021 , icici bank ltd , tata consultancy services ltd , axis bank ltd , hdfc bank ltd , bajaj finance ltd , state bank of india , infosys ltd , 5.63% govt stock 2026 , net receivable / payable , bharti airtel ltd , reliance industries ltd , avanti feeds ltd , larsen & toubro ltd , national bank for agriculture and rural development , 6.10% govt stock 2031 , sbi life insurance company limited , ashok leyland ltd , divi's laboratories ltd , sbi cards and payment services ltd ordinary shares , asian paints ltd , bajaj housing finance limited , emami ltd , larsen & toubro infotech ltd , crompton greaves consumer electricals ltd , the federal bank ltd , sun pharmaceuticals industries ltd , trent ltd , dr reddy's laboratories ltd , birla corp ltd , steel authority of india ltd , care ratings ltd , greaves cotton ltd , indian bank , uti asset management co ltd , tata motors ltd , basf india ltd , ratnamani metals & tubes ltd , bharat electronics ltd , century plyboards (india) ltd , zomato ltd , polycab india ltd , cipla ltd , hdfc life insurance company limited , equitas holding ltd , repco home finance ltd , dalmia bharat ltd , motherson sumi systems ltd , 06.78 mh sdl 2031 , astral ltd , multi commodity exchange of india ltd , iol chemicals and pharmaceuticals ltd , maruti suzuki india ltd , inox leisure ltd , pvr ltd , minda corp ltd , larsen and toubro limited , rural electrification corporation limited , 182 dtb 18112021

    BNP Paribas Substantial Equity Hybrid fund (G) 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.

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