Baroda BNP Paribas Focused Regular Growth

• Alpha -0.40%
• Beta 0.88
• Sharpe Ratio0.51
• Std Deviation 14.88%
• Tracking Error 5.71%

The Scheme seeks to generate long-term capital growth by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies across market capitalization. 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 Focused Regular Growth has an AUM of 707.50 crores & has delivered CAGR of 13.94% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.28%. The minimum investment in Baroda BNP Paribas Focused 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, Hindustan Petroleum Corp, ICICI Bank & Bharti Airtel.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Software & Programming & Oil & Gas Operations.

Some of the similar funds are Quant Focused fund Growth, Baroda BNP Paribas Focused Regular Growth, Union Focused Fund Regular Growth, Edelweiss Focused Fund Regular Growth, ITI Focused Fund Regular Growth. Baroda BNP Paribas Focused Regular Growth has a sharpe ratio of 0.51 & a standard deviation of 14.88%.