Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth
Fund House: Baroda BNP Paribas Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 05-09-2021 |
| Asset Class: |
| Benchmark: S&P BSE 500 TRI |
| TER: 2.46% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 519.66 Cr As on (30-04-2024) |
| Turn over: 46% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 1 year. |
14.3021
0.07 (0.5216%)
14.5%
Benchmark: 13.65%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
There is no value for 2x
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 scheme seeks to generate long term capital appreciation for investors by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| 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 Business Cycle Fund - Regular Plan - Growth | 05-09-2021 | 39.03 | 25.65 | - | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 68.54 | 45.12 | 28.4 | 24.26 | 18.73 |
| ICICI Prudential Innovation Fund - Growth | 27-04-2023 | 52.23 | - | - | - | - |
| HDFC Housing Opportunities Fund - Growth Option | 06-12-2017 | 50.74 | 34.67 | 25.29 | 18.16 | - |
| Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 47.02 | 32.09 | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 46.32 | 29.97 | 24.23 | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 45.12 | 32.0 | 27.92 | 23.59 | - |
| Taurus Ethical Fund - Regular Plan - Growth | 06-04-2009 | 43.34 | 22.48 | 17.02 | 18.76 | 15.13 |
| SBI Magnum Comma Fund - Regular Plan - Growth | 05-08-2005 | 43.19 | 19.71 | 13.49 | 21.89 | 16.66 |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 41.71 | 31.8 | 23.84 | 19.97 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
11.31%
Others
13.7%
Large Cap
58.11%
Mid Cap
16.9%
