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

Mutual Fund Research

Baroda Bnp Paribas Business Cycle Fund - Regular Plan - Growth

Baroda BNP Paribas Mutual Fund Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,031.13 +3.11%
Two Week 2026-10-19 ₹1,000.00 ₹1,018.30 +1.83%
One Month 2026-10-05 ₹1,000.00 ₹1,010.18 +1.02%
Three Months 2026-08-05 ₹3,000.00 ₹2,937.70 -2.08%
Six Months 2026-05-07 ₹6,000.00 ₹5,930.64 -1.16%
One Year 2025-11-03 ₹12,000.00 ₹12,000.28 0.00%
Three Year 2023-11-06 ₹36,000.00 ₹37,286.78 +3.57%
Five Year 2021-11-08 ₹60,000.00 ₹74,927.76 +24.88%
Since Inception 2021-09-15 ₹63,000.00 ₹78,941.76 +25.30%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 19.40%
Electrical Equipment 7.96%
Pharmaceuticals & Biotechnology 7.96%
IT - Software 7.34%
Petroleum Products 4.93%
Other 4.75%
Automobiles 4.23%
Construction 4.11%
Auto Components 4.04%
Consumer Durables 3.70%
Aerospace & Defense 2.93%
Retailing 2.26%
Finance 2.21%
Telecom - Services 2.07%
Food Products 1.98%
Leisure Services 1.98%
Power 1.96%
Realty 1.69%
Chemicals & Petrochemicals 1.49%
Non - Ferrous Metals 1.48%
Agricultural, Commercial & Construction Vehicles 1.44%
Industrial Products 1.40%
Capital Markets 1.13%
Diversified FMCG 1.11%
Healthcare Services 1.07%
Beverages 1.05%
Cement & Cement Products 0.94%
Telecom - Equipment & Accessories 0.94%
Sovereign 0.93%
Insurance 0.88%
Financial Technology (Fintech) 0.64%

Top Holdings

Company-wise portfolio exposure

ICICI Bank Limited 5.93%
Hitachi Energy India Limited 5.16%
Reliance Industries Limited 4.93%
HDFC Bank Limited 4.53%
Larsen & Toubro Limited 4.11%
Sun Pharmaceutical Industries Limited 3.21%
Divi's Laboratories Limited 3.13%
Bharat Heavy Electricals Limited 2.80%
Kotak Mahindra Bank Limited 2.46%
TVS Motor Company Limited 2.42%
State Bank of India 2.34%
Eternal Limited 2.26%
Bharti Airtel Limited 2.07%
Persistent Systems Limited 2.04%
Nestle India Limited 1.98%
Infosys Limited 1.86%
Eicher Motors Limited 1.81%
Aequs Limited 1.75%
The Phoenix Mills Limited 1.69%
ZF Commercial Vehicle Control Systems India Limited 1.65%
Linde India Limited 1.49%
Hindustan Zinc Limited 1.48%
LG Electronics India Ltd 1.45%
Ashok Leyland Limited 1.44%
Bosch Limited 1.43%
SKF India (Industrial) Ltd 1.40%
Oracle Financial Services Software Limited 1.40%
Leela Palaces Hotels & Resorts Limited 1.29%
Axis Bank Limited 1.24%
Bharat Electronics Limited 1.18%
Titan Company Limited 1.16%
NHPC Limited 1.13%
360 One WAM Limited 1.13%
Bajaj Finserv Limited 1.11%
ITC Limited 1.11%
Tata Capital Limited 1.10%
JSW Dulux Limited 1.09%
Yes Bank Limited 1.09%
Torrent Pharmaceuticals Limited 1.08%
Fortis Healthcare Limited 1.07%
City Union Bank Limited 1.06%
Varun Beverages Limited 1.05%
Tata Consultancy Services Limited 1.04%
Tech Mahindra Limited 1.00%
Jtekt India Limited 0.96%
The India Cements Limited 0.94%
Sterlite Technologies Limited 0.94%
HDFC Life Insurance Company Limited 0.88%
Power Grid Corporation of India Limited 0.83%
RBL Bank Limited 0.75%
Waterways Leisure Tourism Limited 0.69%
Pine Labs Limited 0.64%
Pfizer Limited 0.54%
364 Days Tbill (MD 10/12/2026) 0.93%
Clearing Corporation of India Ltd 5.80%
Net Receivables / (Payables) -1.05%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
16.29%
Return volatility
β
Beta
1.02
Benchmark sensitivity
S
Sharpe Ratio
0.33
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 59.11% 48.18% 22.89%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.21% 29.08% 28.07%
Kotak Healthcare Fund - Regular Plan - Growth 21.83% 0.00% 19.25%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.17% 18.45% 15.90%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.72% 0.00% 10.86%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.38% 22.11% 20.05%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.07% 0.00% 20.11%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 16.66% 0.00% 8.50%
SBI Healthcare Opportunities Fund - Regular Plan - Growth 16.50% 23.22% 15.44%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from Baroda BNP Paribas Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Baroda Bnp Paribas Aqua Fund Of Fund - Regular Plan - Growth 14.37% 15.77% 8.67%
Baroda Bnp Paribas Gold ETF - Regular Plan - Growth 13.10% 0.00% 30.67%
Baroda Bnp Paribas Gold ETF Fund Of Fund - Regular Plan - Growth 12.11% 0.00% 29.27%
Baroda Bnp Paribas Health And Wellness Fund - Regular Plan - Growth 8.85% 0.00% 4.50%
Baroda Bnp Paribas Liquid Fund - Regular Plan - Growth 6.33% 6.74% 38.52%
Baroda Bnp Paribas Liquid Fund - Regular Plan - Growth 6.33% 6.74% 28.34%
Baroda Bnp Paribas Ultra Short Term Fund - Regular Plan - Growth 6.23% 6.95% 6.30%
Baroda Bnp Paribas Money Market Fund - Regular Plan - Growth 6.10% 6.97% 5.62%
Baroda Bnp Paribas Innovation Fund - Regular Plan - Growth 5.76% 0.00% 11.67%
Baroda Bnp Paribas Arbitrage Fund - Regular Plan - Growth 5.68% 6.39% 5.71%

Returns are historical and do not guarantee future performance.

View All Baroda BNP Paribas Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

Long term wealth creation. Investment predominantly in equity & equity related securities, including equity derivatives in Indian markets with focus on riding business cycles through dynamic allocation between various sectors & stocks at different stages of business cycles in the economy.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.49%
Expense Ratio (Direct)
1.04%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
BSE 500 TRI

Exit Load

Charges that may apply when you redeem units

• 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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