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Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth
Category: Equity: Thematic-Business-Cycle
Launch Date: 15-09-2021
Riskometer: Very High
Asset Class
Status
Open Ended Schemes
Fund Managers
Mr. Jitendra Sriram, Mr. Kushant Arora
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 can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
Benchmark
BSE 500 TRI
Expense Ratio
2.38% As on (31-08-2025)
Minimum Investment | Top up
5000.0 | 1000.0
Total Assets
567.86 Cr As on (29-08-2025)
Nav Movement
RETURNS CALCULATOR for Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
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 | 0.69 | 0.21 | 1.02 | - | - |
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Financial Services | 27.54 |
| Healthcare | 10.71 |
| Automobile and Auto Components | 10.48 |
| Capital Goods | 9.82 |
| Information Technology | 7.09 |
| Oil, Gas & Consumable Fuels | 5.16 |
| Fast Moving Consumer Goods | 5.04 |
| Consumer Services | 4.12 |
| Construction | 4.0 |
| Telecommunication | 2.1 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.94 |
| Clearing Corporation of India Ltd | 6.24 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.2 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.16 |
| HITACHI ENERGY INDIA LIMITED EQ | 4.09 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 4.0 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 3.73 |
| INFOSYS LIMITED EQ FV RS 5 | 2.1 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.1 |
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 2.02 |