Baroda Mutual Fund launches Baroda Business Cycle Fund

NFO period: 24^th August – 06^th September, 2021

Highlights of the NFO:

• Scheme type – An open-ended equity scheme following the Business Cycles theme


• Investment objective – The investment objective of the scheme is 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. However, there is no assurance that the investment objective of the scheme will be achieved.


• Product suitability – The product is suitable for investors who are seeking long term wealth creation by investing predominantly in equity & equity related securities, including equity derivatives in Indian markets with focus on riding business cycles through dynamic allocation between various sectors & stocks at different stages of business cycles in the economy.


• Minimum Application Amount – First investment is Rs. 5,000/- and in multiples of Rs. 1/- thereafter


• Plan/ Options available – Direct Plan and Regular Plan having Growth Option and Income Distribution Cum Capital Withdrawal Option (IDCW). It will have Pay-out of Income Distribution Cum Capital Withdrawal Option and Re-investment of Income Distribution Cum Capital Withdrawal Option (default sub-option in case no sub-option specified by investor).


• Fund Managers – Mr. Sanjay Chawla, Mr. Abul Fateh and Mr. Pratish Krishnan


• Benchmark – BSE 500 TRI