Baroda BNP Paribas Banking and Financial Services Fund Regular Growth

• Alpha -0.53%
• Beta 0.89
• Sharpe Ratio0.71
• Std Deviation 12.68%
• Tracking Error 5.40%

The investment objective is to generate long-term capital appreciation for unit holders from a portfolio invested predominantly in equity and equity related securities of companies engaged in the Banking & Financial Services Sector.

The Baroda BNP Paribas Banking and Financial Services Fund Regular Growth has an AUM of 373.24 crores & has delivered CAGR of 13.18% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.41%. The minimum investment in Baroda BNP Paribas Banking and Financial Services Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, State Bank of India & Kotak Mahindra Bank Ltd.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Insurance (Life) & Investment Services.

Some of the similar funds are Baroda BNP Paribas Banking and Financial Services Fund Regular Growth, LIC MF Banking & Financial Services Fund Regular Growth, ITI Banking and Financial Services Fund Regular Growth, Quant BFSI Regular Growth, WhiteOak Capital Banking & Financial Services Fund Regular Growth. Baroda BNP Paribas Banking and Financial Services Fund Regular Growth has a sharpe ratio of 0.71 & a standard deviation of 12.68%.