Baroda BNP Paribas Energy Opportunities Fund - Regular Plan - ICDW Option
Fund House: Baroda BNP Paribas Mutual Fund| Category: Equity: Thematic-Energy |
| Launch Date: 10-02-2025 |
| Asset Class: Equity |
| Benchmark: NIFTY Energy TRI |
| TER: 2.3% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 0.0 |
| Total Assets: 750.07 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: - | Exit Load: If units of the Scheme are redeemed or switched out up to 10% of the units (the limit) within 1 year from the date of allotment - Nil. • If units of the scheme are redeemed or switched out in excess of the limit within 1 year from the date of allotment - 1% of the applicable NAV. • If units of scheme are redeemed or switched out after 1 year from the date of allotment - Nil. |
11.2474
0 (0.0178%)
12.22%
Benchmark: 18.44%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Energy 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 provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies engaging in activities such as exploration, production, distribution, transportation and processing of traditional & new energy including but not limited to industries/sectors such as oil & gas, utilities and power.
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 Energy Opportunities Fund - Regular Plan - ICDW Option | 10-02-2025 | - | - | - | - | - |
| Tata Resources & Energy Fund-Regular Plan-Growth | 28-12-2015 | 6.2 | 24.54 | 17.85 | 28.62 | - |
| SBI Energy Opportunities Fund - Regular Plan - Growth | 05-02-2024 | -0.78 | - | - | - | - |
| DSP Natural Resources And New Energy Fund - Regular - Growth | 25-04-2008 | -1.05 | 23.37 | 19.32 | 30.78 | 17.03 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
7.84%
Others
7.28%
Large Cap
61.78%
Mid Cap
23.1%
