Client Management | Digital KYC | Transactions | Investor App | AUM & Brokerage Reports | Lead Management | Automated Follow-Ups | MF Research | Multi-Asset Tracking
Login
Get Started
Home Mf Research Baroda Bnp Paribas Energy Opportunities Fund Regular Plan Growth
Baroda BNP Paribas Mutual Fund

Mutual Fund Research

Baroda Bnp Paribas Energy Opportunities Fund - Regular Plan - Growth

Baroda BNP Paribas Mutual Fund Equity Equity Sectoral Thematic

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 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 ₹1,030.26 +3.03%
Two Week 2026-10-19 ₹1,000.00 ₹1,015.62 +1.56%
One Month 2026-10-05 ₹1,000.00 ₹995.50 -0.45%
Three Months 2026-08-05 ₹3,000.00 ₹2,883.01 -3.90%
Six Months 2026-05-07 ₹6,000.00 ₹5,619.18 -6.35%
One Year 2025-11-03 ₹12,000.00 ₹11,347.26 -5.44%
Since Inception 2025-02-10 ₹22,000.00 ₹21,482.09 -2.35%

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

Power 26.31%
Electrical Equipment 17.36%
Petroleum Products 17.33%
Oil 9.04%
Industrial Products 7.48%
Gas 7.10%
Consumable Fuels 5.10%
Construction 4.29%
Chemicals & Petrochemicals 2.24%
Sovereign 1.65%
Other 1.14%
Cement & Cement Products 0.96%

Top Holdings

Company-wise portfolio exposure

Reliance Industries Limited 8.53%
NTPC Limited 7.09%
Hitachi Energy India Limited 5.18%
Coal India Limited 5.10%
Oil & Natural Gas Corporation Limited 5.06%
Power Grid Corporation of India Limited 4.84%
Bharat Heavy Electricals Limited 4.79%
Larsen & Toubro Limited 4.29%
NHPC Limited 4.06%
Cummins India Limited 4.02%
Oil India Limited 3.98%
Tata Power Company Limited 3.64%
GAIL (India) Limited 3.17%
NLC India Limited 3.10%
Hindustan Petroleum Corporation Limited 3.02%
ABB India Limited 2.29%
Petronet LNG Limited 2.28%
Linde India Limited 2.24%
Clean Max Enviro Energy Solutions Limited 2.13%
GE Vernova T&D India Limited 2.13%
Bharat Petroleum Corporation Limited 2.05%
KEI Industries Limited 2.01%
Siemens Limited 1.89%
KSB Limited 1.45%
Indian Oil Corporation Limited 1.37%
Indraprastha Gas Limited 1.11%
Siemens Energy India Limited 1.08%
Adani Power Limited 1.03%
Chennai Petroleum Corporation Limited 0.97%
The India Cements Limited 0.96%
Mangalore Refinery and Petrochemicals Limited 0.72%
Gulf Oil Lubricants India Limited 0.67%
Mahanagar Gas Limited 0.54%
JSW Energy Limited 0.42%
182 Days Tbill (MD 18/02/2027) 1.65%
Clearing Corporation of India Ltd 0.76%
Net Receivables / (Payables) 0.38%

Risk Ratios & Analysis

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

σ
Standard Deviation
17.61%
Return volatility
β
Beta
0.83
Benchmark sensitivity
S
Sharpe Ratio
-0.39
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 20.30% 18.34% 15.87%
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 14.62% 15.51% 8.54%
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 capital appreciation and growth. Investing in predominantly in equity and equity related securities of energy companies

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)
2.62%
Expense Ratio (Direct)
1.57%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty Energy TRI

Exit Load

Charges that may apply when you redeem units

For redemption/switch out of units more than 10% of units, within 1 year from the date of allotment- 1% of applicable NAV. • For redemption/switch out of units in any other case NiL.
Top AMC/Fund Houses
360 ONE Mutual Fund AMC logo
360 ONE Mutual Fund
AUM
₹13,053 Cr
Age
15+ Years
Aditya Birla Sun Life Mutual Fund AMC logo
Aditya Birla Sun Life Mutual Fund
AUM
₹4.36 Lakh Cr
Age
31+ Years
Helios Mutual Fund AMC logo
Helios Mutual Fund
AUM
₹9,401 Cr
Age
1–2 Years
Bandhan Mutual Fund AMC logo
Bandhan Mutual Fund
AUM
₹1.78+ Lakh Cr
Age
4 Years
view all

FAQs

Is a Mutual Fund with a Lower NAV Better?

What Are the Charges in Mutual Fund Investments?

What Are the Tax Benefits of Mutual Funds?

Is It a Good Time to Invest in Mutual Funds?

What Is the Difference Between Dividend and Growth Plans?

Should I Invest in Infrastructure Funds?

What Are Sector-Specific Funds/Schemes?

What Happens If I Miss an SIP Payment?

How Can I Compare Different Mutual Funds?