The primary investment objective of the scheme is to generate income and capital appreciation by investing in a combination of diversified portfolio of equity and equity related instruments, including use of equity derivatives strategies and arbitrage opportunities with exposure in debt and fixed income instruments. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
The Baroda BNP Paribas Arbitrage Regular Growth has an AUM of 1369.99 crores & has delivered CAGR of 5.72% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 1.11%. The minimum investment in Baroda BNP Paribas Arbitrage Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Low & Moderate respectively.
The top holdings of the fund include HDFC Bank, Vodafone Idea, RBL Bank & ICICI Bank.
The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Electric Utilities & Misc. Capital Goods.
Some of the similar funds are HSBC Arbitrage Fund Regular Growth, Baroda BNP Paribas Arbitrage Regular Growth, Parag Parikh Arbitrage Fund Regular Growth, Bajaj Finserv Arbitrage Fund Regular Growth, WhiteOak Capital Arbitrage Fund Regular Growth. Baroda BNP Paribas Arbitrage Regular Growth has a sharpe ratio of 0.74 & a standard deviation of 0.38%.
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