Baroda BNP Paribas Banking and Financial Services Fund Regular Growth

• Alpha -0.53%
• Beta 0.89
• Sharpe Ratio0.70
• Std Deviation 20.95%
• 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 89.51 crores & has delivered CAGR of 12.66% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.49%. 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 & High respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Axis Bank & Bajaj Finance.

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

Some of the similar funds are LIC MF Banking & Financial Services Fund Regular Growth, Taurus Banking & Financial Services Fund Growth Option, Baroda BNP Paribas Banking and Financial Services Fund Regular Growth, ITI Banking and Financial Services Fund Regular Growth, Quant BFSI Regular Growth. Baroda BNP Paribas Banking and Financial Services Fund Regular Growth has a sharpe ratio of 0.70 & a standard deviation of 20.95%.