Baroda BNP Paribas Business Cycle Fund - Regular Plan - IDCW Option
Expense Ratio: 2.38
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: BSE 500 TRI
Inception: 24-08-2021
Exit Load: Nil
Fund Size:₹588.15 Cr
Performance
1Y
Fund-7.33%
Cat. Avg.N/A
2Y
Fund-9.35%
Cat. Avg.N/A
3Y
Fund6.06%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund6.13%
Cat. Avg.N/A
Fund Facts
Beta
1.02
Std Dev
13.76%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Hitachi Energy India Limited | 32.06 | 5.72% |
| 2 | ICICI Bank Limited | 30.94 | 5.52% |
| 3 | HDFC Bank Limited | 27.29 | 4.87% |
| 4 | Clearing Corporation of India Ltd | 26.94 | 4.81% |
| 5 | Reliance Industries Limited | 26.78 | 4.78% |
| 6 | Larsen & Toubro Limited | 24.24 | 4.32% |
| 7 | Sun Pharmaceutical Industries Limited | 17.60 | 3.14% |
| 8 | Bharat Heavy Electricals Limited | 14.91 | 2.66% |
| 9 | State Bank of India | 13.40 | 2.39% |
| 10 | Kotak Mahindra Bank Limited | 12.36 | 2.20% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 58215 | -3.0% | -6.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.12 L. | -6.9% | -7.1% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.73 L. | -4.1% | -2.8% |
| SI | 07 Oct, 21 | 2.90 L. | 3.21 L. | +10.7% | +4.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 92672 | -7.3% | -7.3% |
| 2Y | 18 Jul, 24 | 1 L. | 82396 | -17.6% | -9.2% |
| 3Y | 17 Jul, 23 | 1 L. | 1.19 L. | +19.3% | +6.1% |
| SI | 21 Sep, 21 | 1 L. | 1.33 L. | +33.2% | +6.1% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.