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BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option

Fund House: Baroda BNP Paribas Mutual Fund
Category: Equity: Thematic-Consumption
Launch Date: 07-09-2018
Asset Class:
Benchmark: NIFTY India Consumption TRI
TER: 2.09% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,433.53 Cr As on 30-05-2025(Source:AMFI)
Turn over: 54% | Exit Load: If units of the Scheme are redeemed or switched out up to 10% of the units (the limit) within 12 months from the date of allotment - Nil, If units of the scheme are redeemed or switched out in excess of the limit within 12 months from the date of allotment - 1% of the applicable NAV; If units of scheme are redeemed or switched out after 12 months from the date of allotment - Nil.
NAV as on 20-06-2025

30.8622

0.33 (1.0592%)

CAGR Since Inception

18.06%

Benchmark: 14.77%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY India Consumption TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 1 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the scheme is to seek long term capital appreciation by investing in equity/equity related instruments of the companies that: 1. are likely to benefit directly or indirectly from the domestic consumption led demand; or 2. are related to selling of products or rendering of services that go directly to the consumer; or 3. have products or services which have distinct brand identity, thereby enabling choice.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.81
Sharpe Ratio 0.79
Alpha -0.33
Beta 0.9
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 2.17 17.26 20.99 20.74 -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 8.3 19.63 22.9 21.21 14.4
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 7.5 - - - -
HSBC Consumption Fund - Regular Growth 31-08-2023 5.65 - - - -
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 4.82 - - - -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 4.62 18.45 23.37 21.89 -
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 4.6 17.65 21.0 21.91 14.88
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 4.53 18.66 22.99 23.7 15.68
ICICI Prudential Bharat Consumption Fund - Growth Option 09-04-2019 2.7 19.59 20.96 21.28 -
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 2.69 17.02 22.85 23.43 15.22

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

14.73%

Others

3.88%

Large Cap

58.44%

Mid Cap

22.95%

Scheme Documents

May 2025

Monthly Portfolio Disclosure - May 2025

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