Baroda BNP Paribas Retirement Fund - Regular plan - Growth option

Fund House: Baroda BNP Paribas Mutual Fund
Category: Retirement Fund
Launch Date: 28-05-2024
Asset Class:
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 2.41% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 389.83 Cr As on 30-06-2025(Source:AMFI)
Turn over: 6% | Exit Load: Nil

11.1427

10.09%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 primary investment objective of the Scheme is to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments with a view to provide a retirement solution to investors.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity 7.15
Average Maturity 22.22

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Baroda BNP Paribas Retirement Fund - Regular plan - Growth option 28-05-2024 4.54 - - - -
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 8.64 28.3 26.05 28.57 -
PGIM India Retirement Fund - Regular Plan - Growth Option 15-04-2024 7.96 - - - -
ICICI Prudential Retirement Fund - Pure Debt - Growth Option 05-02-2019 7.95 7.24 6.89 5.28 -
ICICI Prudential Retirement Fund - Hybrid Conservative - Growth Option 05-02-2019 7.29 12.18 11.62 9.28 -
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth 05-02-2021 6.88 9.22 10.05 - -
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 6.7 15.58 15.15 13.51 -
Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan-Regular Plan-Growth 05-03-2019 6.54 5.94 5.69 3.89 -
Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth 05-03-2019 6.26 9.05 9.01 5.47 -
UTI Retirement Fund - Regular Plan 26-12-1994 6.12 13.38 13.67 14.29 9.53

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

8.27%

Others

27.35%

Large Cap

48.33%

Mid Cap

16.05%

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