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Home Mf Research Baroda Bnp Paribas Business Cycle Fund Regular Plan Growth
Baroda BNP Paribas Mutual Fund

BARODA BNP PARIBAS BUSINESS CYCLE FUND - REGULAR PLAN - GROWTH

Equity Equity Sectoral Thematic
Fund House : Baroda BNP Paribas Mutual Fund
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • SI
NAV (as on 2025-06-12)
15.51 -1.05%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
2.40%
Expense Ratio (Direct)
1.15%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-06-05 ₹1,000.00 ₹1,001.98
0.20 %
Two Week 2025-05-28 ₹1,000.00 ₹1,006.73
0.67 %
One Month 2025-05-13 ₹1,000.00 ₹1,027.55
2.76 %
Three Months 2025-03-17 ₹3,000.00 ₹3,199.37
6.65 %
Six Months 2024-12-16 ₹6,000.00 ₹6,265.01
4.42 %
One Year 2024-06-12 ₹12,000.00 ₹12,036.33
0.30 %
Three Year 2022-06-13 ₹36,000.00 ₹46,096.23
28.05 %
Since Inception 2021-09-15 ₹46,000.00 ₹61,426.51
33.54 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
HDFC Bank Limited Banks Equity 6.91
ICICI Bank Limited Banks Equity 6.03
Reliance Industries Limited Petroleum Products Equity 5.27
Hitachi Energy India Limited Electrical Equipment Equity 4.18
Larsen & Toubro Limited Construction Equity 3.98
Kotak Mahindra Bank Limited Banks Equity 3.85
Tata Consultancy Services Limited IT - Software Equity 2.68
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology Equity 2.59
Divi's Laboratories Limited Pharmaceuticals & Biotechnology Equity 2.55
Trent Limited Retailing Equity 2.18
Bharti Airtel Limited Telecom - Services Equity 2.01
Persistent Systems Limited IT - Software Equity 2.00
Infosys Limited IT - Software Equity 1.93
Nestle India Limited Food Products Equity 1.67
TVS Motor Company Limited Automobiles Equity 1.63
Bosch Limited Auto Components Equity 1.54
Linde India Limited Chemicals & Petrochemicals Equity 1.51
State Bank of India Banks Equity 1.51
UltraTech Cement Limited Cement & Cement Products Equity 1.47
Varun Beverages Limited Beverages Equity 1.47
ZF Commercial Vehicle Control Systems India Limited Auto Components Equity 1.45
ITC Limited Diversified FMCG Equity 1.42
Bharat Electronics Limited Aerospace & Defense Equity 1.37
PB Fintech Limited Financial Technology (Fintech) Equity 1.33
NTPC Limited Power Equity 1.29
Bajaj Finserv Limited Finance Equity 1.25
Bharat Heavy Electricals Limited Electrical Equipment Equity 1.24
The Phoenix Mills Limited Realty Equity 1.24
United Spirits Limited Beverages Equity 1.17
Maruti Suzuki India Limited Automobiles Equity 1.14
VIP Industries Limited Consumer Durables Equity 1.12
Tata Motors Limited Automobiles Equity 1.11
Axis Bank Limited Banks Equity 1.11
Oracle Financial Services Software Limited IT - Software Equity 1.10
Concord Biotech Limited Pharmaceuticals & Biotechnology Equity 1.08
HDFC Life Insurance Company Limited Insurance Equity 1.08
Hexaware Technologies Limited IT - Software Equity 1.06
Ingersoll Rand (India) Limited Industrial Products Equity 1.03
AWL Agri Business Limited Agricultural Food & other Products Equity 1.02
Tega Industries Limited Industrial Manufacturing Equity 1.02
Honeywell Automation India Limited Industrial Manufacturing Equity 1.01
Hyundai Motor India Ltd Automobiles Equity 1.00
Eternal Limited Retailing Equity 0.99
Fortis Healthcare Limited Healthcare Services Equity 0.98
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology Equity 0.98
IDFC First Bank Limited Banks Equity 0.95
Jtekt India Limited Auto Components Equity 0.94
Hindustan Unilever Limited Diversified FMCG Equity 0.91
Cipla Limited Pharmaceuticals & Biotechnology Equity 0.91
Power Grid Corporation of India Limited Power Equity 0.90
Natco Pharma Limited Pharmaceuticals & Biotechnology Equity 0.89
Tata Power Company Limited Power Equity 0.79
Dr. Reddy's Laboratories Limited Pharmaceuticals & Biotechnology Equity 0.68
Pfizer Limited Pharmaceuticals & Biotechnology Equity 0.65
Sundaram Clayton Limited Auto Components Equity 0.64
GMR Airports Limited Transport Infrastructure Equity 0.25
Schloss Bangalore Limited Miscellaneous Equity 1.45
Eternal Limited June 2025 Future Debt -0.44
364 Days Tbill (MD 18/12/2025) - Debt 1.00
Clearing Corporation of India Ltd Debt 3.59
Net Receivables / (Payables) - - 0.34
SIP Calculator
Risk Ratios
Standard Deviation
-
Beta
-
Sharpe Ratio
-
Lock In Period
-
Residual Maturity
-
Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : Mr. Jitendra Sriram (26 years),
  • Expense ration regular : 2.40
  • Expense ration direct : 1.15
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹-
  • Type : equity
Exit load
Upto 1 year: Nil for up to 10% redeemed; 1% for more than 10% redeemed. After 1 year: Nil

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