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Business News/Market/Market Stats/    Baroda BNP Paribas India Consumption Regular Growth

Baroda BNP Paribas India Consumption Regular Growth

+
  • Equity
  • Equity - Consumption
  • Rating N.A.
  • Plan
29.37 -0.14 (-0.48%) NAV as on 26 Mar, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1289.67
  • CAGR 9.65%
  • Exit Load1.00%
  • Expense ratio2.10%
  • CategoryEquity
  • Min Investment5000
  • Min SIP300
  • Launch Date2018-09-07

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 28 March 2025

  • Name
  • Value (Cr)
  • Holding %
  • Clearing Corporation Of India Ltd
  • 96.82
  • 7.51%
  • Itc
  • 53.33
  • 4.13%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.58
  • Std Deviation 14.66%
  • Tracking Error 0.00%

About Fund

The primary investment objective of the Scheme is to seek to generate capital appreciation and provide long-term growth opportunities by investing in companies expected to benefit by providing products and services to the growing consumption needs of Indian consumers, which in turn is getting fuelled by high disposable income. The Scheme also seeks to generate income by investing in debt and money market securities. 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 India Consumption Regular Growth has an AUM of 1289.67 crores & has delivered CAGR of 22.45% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.10%. The minimum investment in Baroda BNP Paribas India Consumption Regular Growth is Rs 5000 and the minimum SIP is Rs 300.

 

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

 

The top holdings of the fund include Clearing Corporation Of India Ltd, Bharti Airtel, Mahindra And Mahindra & Itc.

 

The major sectors where the fund is invested are Personal & Household Prods., Food Processing, Recreational Products & Communications Services.

 

Some of the similar funds are Sundaram Consumption Fund Growth, Baroda BNP Paribas India Consumption Regular Growth, HSBC Consumption Fund Regular Growth, Kotak Consumption Fund Regular Growth, HDFC Non-Cyclical Consumer Fund Regular Growth. Baroda BNP Paribas India Consumption Regular Growth has a sharpe ratio of 0.58 & a standard deviation of 14.66%.

FAQs about Baroda BNP Paribas India Consumption Regular Growth

According to the morning star rating Baroda BNP Paribas India Consumption Regular Growth has a Medium risk & Exceptional return.
Baroda BNP Paribas India Consumption Regular Growth is managed by Shiv Chanani,Himanshu Singh.
The expense ratio of Baroda BNP Paribas India Consumption Regular Growth is 2.10%.
The 5 year annualized return on Baroda BNP Paribas India Consumption Regular Growth is 22.45% & it has generated 9.65% in the last 1 year.
The minimum investment in Baroda BNP Paribas India Consumption Regular Growth is 5000 Rs.
Baroda BNP Paribas India Consumption Regular Growth has an AUM of 1289.67 crores.
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