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Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

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Category: Equity: Thematic-Others
Launch Date: 05-09-2021
Asset Class:
Benchmark: BSE 500
Expense Ratio: 2.4% As on (31-07-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 609.38 Cr As on (31-07-2024)
Turn over: 67
NAV as on 13-09-2024

16.7702

0.06 (0.3459%)

CAGR Since Inception

18.9%

BSE 500 15.22%

PERFORMANCE of Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 13-09-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth 45.2 - - - 18.9
BSE 500 35.91 16.91 21.34 13.71 15.22
Equity: Thematic-Others 44.23 20.26 25.17 15.38 24.27

Yearly Performance (%)

Nav Movement

Fund Managers

Jitendra Sriram, Miten Vora

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.

RETURNS CALCULATOR for Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

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

Key Performance and Risk Statistics of Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth 15.28 0.85 1.64 0.97 - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION of Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

Compare SIP Compare Lumpsum
Period
Data as on - 13-09-2024
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth 05-09-2021 45.2 28.46 0.0 0.0 0.0
HDFC Defence Fund - Growth Option 05-06-2023 86.35 0.0 0.0 0.0 0.0
Franklin India Opportunities Fund - Growth 05-02-2000 67.11 44.3 29.12 30.13 17.85
Quant Business Cycle Fund - Growth Option - Regular Plan 30-05-2023 59.8 0.0 0.0 0.0 0.0
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth 11-09-2023 57.16 0.0 0.0 0.0 0.0
ICICI Prudential Innovation Fund - Growth 05-04-2023 54.65 0.0 0.0 0.0 0.0
HSBC Business Cycles Fund - Regular Growth 20-08-2014 51.54 31.72 25.18 24.91 15.39
Nippon India Innovation Fund-Regular Plan-Growth Option 29-08-2023 46.32 0.0 0.0 0.0 0.0
HDFC Housing Opportunities Fund - Growth Option 06-12-2017 46.16 33.17 23.69 22.02 0.0
Samco Active Momentum Fund - Regular Plan - Growth Option 05-07-2023 45.38 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

Asset Allocation (%)