Baroda BNP Paribas Business Cycle Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹560.89 Cr
Expense Ratio
2.08%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
15 Sep 2021
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -3.41% | -- |
| 3 Months | +0.95% | -- |
| 6 Months | -5.08% | -- |
| 1 Year | -3.43% | -3.43% |
| 2 Years | -- | -0.13% |
| 3 Years | +44.69% | +13.1% |
| 5 Years | -- | 0% |
| Since Launch | +51.41% | +9.15% |
Holdings as on 14 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Hitachi Energy India | 35.03 | 6.24 |
| Clearing Corporation Of India Ltd | 32.61 | 5.81 |
| Reliance Industries | 29.62 | 5.28 |
| ICICI Bank | 28.43 | 5.07 |
| HDFC Bank | 26.40 | 4.71 |
| Larsen & Toubro Ltd | 23.49 | 4.19 |
| Sun Pharmaceutical Industries | 17.09 | 3.05 |
| State Bank of India | 13.95 | 2.49 |
| Bharat Heavy Electricals | 12.69 | 2.26 |
| Kotak Mahindra Bank | 12.08 | 2.15 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.53
Sharpe Ratio
16.11%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Baroda BNP Paribas Business Cycle Fund Regular Growth | -3.43% | +13.1% | -- |
| HDFC MNC Fund Regular Growth | -1.61% | +5.97% | -- |
| Samco Active Momentum Fund Regular Growth | -6.35% | -- | -- |
| WhiteOak Capital Quality Equity Fund Regular Growth | -8.62% | -- | -- |
| Union Business Cycle Fund Regular Growth | +0.18% | -- | -- |
Results are calculated on CAGR basis
About Fund
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 is no assurance that the investment objective of the Scheme will be achieved.
The Baroda BNP Paribas Business Cycle Fund Regular Growth has an AUM of 560.89 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.08%. The minimum investment in Baroda BNP Paribas Business Cycle 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 fund has a present cash holding of %. The top holdings of the fund include Hitachi Energy India, Clearing Corporation Of India Ltd, Reliance Industries, ICICI Bank.
The major sectors where the fund is invested are Regional Banks, Electronic Instr. & Controls, Software & Programming, Biotechnology & Drugs.
Some of the similar funds are Baroda BNP Paribas Business Cycle Fund Regular Growth, HDFC MNC Fund Regular Growth, Samco Active Momentum Fund Regular Growth, WhiteOak Capital Quality Equity Fund Regular Growth, Union Business Cycle Fund Regular Growth. Baroda BNP Paribas Business Cycle Fund Regular Growth has a sharpe ratio of 0.53 & a standard deviation of 16.11%.
FAQs
According to the morning star rating Baroda BNP Paribas Business Cycle Fund Regular Growth has a Medium risk & Exceptional return.
Baroda BNP Paribas Business Cycle Fund Regular Growth is managed by Jitendra Sriram,Kushant Arora.
The expense ratio of Baroda BNP Paribas Business Cycle Fund Regular Growth is 2.08%.
The 5 year annualized return on Baroda BNP Paribas Business Cycle Fund Regular Growth is 0.00% & it has generated -3.43% in the last 1 year.
The minimum investment in Baroda BNP Paribas Business Cycle Fund Regular Growth is 5000 Rs.
Baroda BNP Paribas Business Cycle Fund Regular Growth has an AUM of 560.89 crores.
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