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BNP PARIBAS Monthly Income Plan-Regular Plan-Growth Option

Category: Hybrid Debt Oriented Funds
Launch Date: 23-09-2004
Asset Class: Mixed Asset
Benchmark: Crisil MIP Blended Index
Expense Ratio: 2.49% As on (29-09-2017)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 1000.0
Minimum Topup: 500.0
Total Assets: 333.02 Cr As on (29-09-2017)
Turn over: -
NAV as on 21-02-2018

26.7474

-0.02 (-0.0759%)

CAGR Since Inception

7.61%

PERFORMANCE of BNP PARIBAS Monthly Income Plan-Regular Plan-Growth Option

Scheme Performance (%)

Data as on - 21-02-2018

Yearly Performance (%)

Fund Managers

Mr. Puneet Pal, Mr. Karthikraj Lakshmanan, Mr. Abhijeet Dey

Mr. Pal is a B.Com (H) and MBA from SIBM Pune. Prior to joining BNP Paribas Mutual Fund in 2012 he has worked with UTI AMC and Tata AMC.

Investment Objective

The scheme aims to generate regular returns through investment primarily in debt and money market instruments. It would also invest a portion of its assets in equity and equity related securities to generate long term appreciation.

RETURNS CALCULATOR for BNP PARIBAS Monthly Income Plan-Regular Plan-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of BNP PARIBAS Monthly Income Plan-Regular Plan-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
BNP PARIBAS Monthly Income Plan-Regular Plan-Growth Option 4.46 1.41 - 1.13 7.1 2.09
Hybrid Debt Oriented Funds - - - - - -

PEER COMPARISION of BNP PARIBAS Monthly Income Plan-Regular Plan-Growth Option

Period
Data as on - 21-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
BNP PARIBAS Monthly Income Plan-Regular Plan-Growth Option 23-09-2004 7.63 10.43 6.72 9.27 6.88
Escorts Opportunities Fund-Growth 26-02-2001 19.76 13.97 8.3 12.72 6.1
Indiabulls Monthly Income Plan-Regular Plan-Growth Option 02-12-2015 18.5 13.38 0.0 0.0 0.0
Escorts Balanced Fund-Growth Option 21-03-2001 15.39 16.06 7.57 17.35 7.4
Tata Young Citizen Fund [>3 years upto 7 years] Regular Plan 14-10-1995 12.74 14.99 7.54 12.26 4.6
Tata Young Citizen Fund [Upto 3 years] Regular Plan 14-10-1995 12.74 14.99 7.54 12.26 4.6
BOI AXA Regular Return Fund-ECO Plan-Growth 18-03-2009 10.83 12.1 8.93 10.08 0.0
BOI AXA Regular Return Fund-Regular Plan-Growth 18-03-2009 10.51 11.85 8.77 9.98 0.0
ICICI Prudential MIP - 25 - Plan - Growth 30-03-2004 9.02 13.28 8.6 11.37 9.28
HDFC Multiple Yield Fund - Plan 2005-Growth 17-08-2005 8.95 11.17 7.9 10.36 9.79

PORTFOLIO ANALYSIS of BNP PARIBAS Monthly Income Plan-Regular Plan-Growth Option

Asset Allocation (%)

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