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Business News/Market/Market Stats/    Baroda BNP Paribas Equity Savings Fund Regular Growth

Baroda BNP Paribas Equity Savings Fund Regular Growth

+
  • Hybrid
  • Equity Savings
  • Rating 3
  • Plan
15.92 -0.04 (-0.23%) NAV as on 06 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)706.63
  • CAGR 9.47%
  • Exit Load1.00%
  • Expense ratio2.49%
  • CategoryHybrid
  • Min Investment5000
  • Min SIP500
  • Launch Date2019-07-25

Morning Star Rating 3

Low
Risk
Good
Return

Asset Allocation

Holdings As On - 07 February 2025

  • Name
  • Value (Cr)
  • Holding %
  • 7.32% Govt Stock 2030
  • 15.38
  • 6.12%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.57
  • Std Deviation 4.80%
  • Tracking Error 0.00%

About Fund

The primary objective of the Scheme is to generate capital appreciation and income by using arbitrage opportunities, investment in equity / equity related instruments and debt/ money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be realized.

 

The Baroda BNP Paribas Equity Savings Fund Regular Growth has an AUM of 706.63 crores & has delivered CAGR of 8.83% 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 Equity Savings Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Low & Good respectively.

 

The top holdings of the fund include 7.32% Govt Stock 2030, HDFC Bank, Tata Power & Reliance Industries.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Electric Utilities & Auto & Truck Manufacturers.

 

Some of the similar funds are UTI Equity Savings Fund Regular Growth, Baroda BNP Paribas Equity Savings Fund Regular Growth, Axis Equity Savings Fund Regular Plan Growth, Nippon India Equity Savings Growth, Franklin India Equity Savings Fund Regular Growth. Baroda BNP Paribas Equity Savings Fund Regular Growth has a sharpe ratio of 0.57 & a standard deviation of 4.80%.

FAQs about Baroda BNP Paribas Equity Savings Fund Regular Growth

According to the morning star rating Baroda BNP Paribas Equity Savings Fund Regular Growth has a Low risk & Good return.
Baroda BNP Paribas Equity Savings Fund Regular Growth is managed by Gurvinder Wasan,Pratish Krishnan,Neeraj Saxena,Ankeet Pandya.
The expense ratio of Baroda BNP Paribas Equity Savings Fund Regular Growth is 2.49%.
The 5 year annualized return on Baroda BNP Paribas Equity Savings Fund Regular Growth is 8.83% & it has generated 9.47% in the last 1 year.
The minimum investment in Baroda BNP Paribas Equity Savings Fund Regular Growth is 5000 Rs.
Baroda BNP Paribas Equity Savings Fund Regular Growth has an AUM of 706.63 crores.
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