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

BARODA BNP PARIBAS BUSINESS CYCLE FUND - REGULAR PLAN - GROWTH

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Fund info
NAV (as on 2025-07-18)
15.68 -0.59%
AUM (Fund Size)
61
Expense Ratio
2.40%
Exit load
Redemption / switch out of units upto 10% of the units allotted before 1 Year from the date of allotment - NIL, If units are redeemed over and above the 10% limit, before 1 Year from the date of allotment - 1% of the applicable Net Asset Value (NAV), For redemption / switch out of units after 1 Year from the date of allotment - NIL.
Risk
Very High
AMC
Baroda BNP Paribas Mutual Fund
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,003.06
0.31 %
Two Week 2025-07-03 ₹1,000.00 ₹994.39
-0.56 %
One Month 2025-06-18 ₹1,000.00 ₹1,012.53
1.25 %
Three Months 2025-04-21 ₹3,000.00 ₹3,090.02
3.00 %
Six Months 2025-01-20 ₹6,000.00 ₹6,329.07
5.48 %
One Year 2024-07-18 ₹12,000.00 ₹12,161.07
1.34 %
Three Year 2022-07-19 ₹36,000.00 ₹45,732.58
27.03 %
Since Inception 2021-09-15 ₹47,000.00 ₹63,063.29
34.18 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 70%
Debt 4%
Others 0%

Sectors Holding in BARODA BNP PARIBAS BUSINESS CYCLE FUND - REGULAR PLAN - GROWTH

Banks
17%
Petroleum Products
5%
Electrical Equipment
5%
Construction
3%
IT - Software
7%
Pharmaceuticals & Biotechnology
5%
Retailing
2%
Telecom - Services
2%
Food Products
1%
Automobiles
4%
Auto Components
2%
Chemicals & Petrochemicals
1%
Cement & Cement Products
1%
Beverages
2%
Diversified FMCG
1%
Aerospace & Defense
1%
Financial Technology (Fintech)
1%
Power
1%
Finance
1%
Realty
1%
Consumer Durables
1%
Insurance
1%
Industrial Products
1%
Agricultural Food & Other Products
1%
Industrial Manufacturing
2%
Healthcare Services
0%
Transport Infrastructure
0%
Miscellaneous
1%
Other
1%

Companies Holding in BARODA BNP PARIBAS BUSINESS CYCLE FUND - REGULAR PLAN - GROWTH

HDFC Bank Limited
6.91%
ICICI Bank Limited
6.03%
Reliance Industries Limited
5.27%
Hitachi Energy India Limited
4.18%
Larsen & Toubro Limited
3.98%
Kotak Mahindra Bank Limited
3.85%
Tata Consultancy Services Limited
2.68%
Sun Pharmaceutical Industries Limited
2.59%
Divi's Laboratories Limited
2.55%
Trent Limited
2.18%
Bharti Airtel Limited
2.01%
Persistent Systems Limited
2.00%
Infosys Limited
1.93%
Nestle India Limited
1.67%
TVS Motor Company Limited
1.63%
Bosch Limited
1.54%
Linde India Limited
1.51%
State Bank Of India
1.51%
UltraTech Cement Limited
1.47%
Varun Beverages Limited
1.47%
ZF Commercial Vehicle Control Systems India Limited
1.45%
ITC Limited
1.42%
Bharat Electronics Limited
1.37%
PB Fintech Limited
1.33%
NTPC Limited
1.29%
Bajaj Finserv Limited
1.25%
Bharat Heavy Electricals Limited
1.24%
The Phoenix Mills Limited
1.24%
United Spirits Limited
1.17%
Maruti Suzuki India Limited
1.14%
VIP Industries Limited
1.12%
Tata Motors Limited
1.11%
Axis Bank Limited
1.11%
Oracle Financial Services Software Limited
1.10%
Concord Biotech Limited
1.08%
HDFC Life Insurance Company Limited
1.08%
Hexaware Technologies Limited
1.06%
Ingersoll Rand (India) Limited
1.03%
AWL Agri Business Limited
1.02%
Tega Industries Limited
1.02%
Honeywell Automation India Limited
1.01%
Hyundai Motor India Ltd
1.00%
Eternal Limited
0.99%
Fortis Healthcare Limited
0.98%
Torrent Pharmaceuticals Limited
0.98%
IDFC First Bank Limited
0.95%
Jtekt India Limited
0.94%
Hindustan Unilever Limited
0.91%
Cipla Limited
0.91%
Power Grid Corporation Of India Limited
0.90%
Natco Pharma Limited
0.89%
Tata Power Company Limited
0.79%
Dr. Reddy's Laboratories Limited
0.68%
Pfizer Limited
0.65%
Sundaram Clayton Limited
0.64%
GMR Airports Limited
0.25%
Schloss Bangalore Limited
1.45%
Eternal Limited June 2025 Future
-0.44%
364 Days Tbill (MD 18/12/2025)
1.00%
Clearing Corporation Of India Ltd
3.59%
Net Receivables / (Payables)
0.34%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

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.

Risk-O-Meter

Investors understand that their principal will be at
Very High

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
2.40
Expense Ratio Direct
0.93
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Mr. Jitendra Sriram
26 years Experience

Exit load

Redemption / switch out of units upto 10% of the units allotted before 1 Year from the date of allotment - NIL, If units are redeemed over and above the 10% limit, before 1 Year from the date of allotment - 1% of the applicable Net Asset Value (NAV), For redemption / switch out of units after 1 Year from the date of allotment - NIL.

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