X

We are upgrading our transaction portal and will be back soon.

Baroda-BNP-Paribas-Mutual-Fund-Logo-Banner

Together for more

Menu

Baroda BNP Paribas Business Cycle Fund

Download our Latest Product Note

  • Baroda BNP Paribas Business Cycle Fund

    Download

Funds Performance

Performance of Baroda BNP Paribas Business Cycle Fund

  1 Year
CAGR
3 Years
CAGR
5 Years
CAGR
Since Inception
This Scheme -1.28% N.A.* N.A.* -1.70%
S&P BSE 500 TRI**# 0.14% N.A.* N.A.* 0.31%
Nifty Midcap 150 - TRI*** -1.64% N.A.* N.A.* -1.04%
Value of ` 10,000 Invested in 1 Year 3 Years 5 Years Since Inception
This Scheme `9,872.46 N.A.* N.A.* `9,823.10
S&P BSE 500 TRI**# `10,013.65 N.A.* N.A.* `10,032.53
Nifty Midcap 150 - TRI*** `9,836.14 N.A.* N.A.* `9,891.55

Above returns are as on October 31, 2022

Past performance may or may not be sustained in future and should not be used as a basis of comparison with other investments. Returns do not take into account the load, if any. Returns are for growth option. Different plans shall have a different expense structure.The performance details provided above are for regular/distributor plan.

Please refer below for fund manager details and performance of other funds managed by the Fund Manager(s)

**Benchmark & ***Additional Benchmark

#Total Return Index
The total return index is a type of equity index that tracks both the capital gains of a group of stocks over time, and assumes that any cash distributions, such as dividends, are reinvested back into the index. Looking at an index's total return displays a more accurate representation of the index's performance. By assuming dividends are reinvested, you effectively account for stocks in an index that do not issue dividends and instead, reinvest their earnings within the underlying company.
For example, an investment may show an annual yield of 4% along with an increase in share price of 6%. While the yield is only a partial reflection of the growth experienced, the total return includes both yields and the increased value of the shares to show a growth of 10%. Difference between total return index & price index: A total return index (TRI) is different from a price index. A price index only considers price movements (capital gains or losses) of the securities that make up the index, while a total return index includes dividends, interest, rights offerings and other distributions realized over a given period of time.

NAVs for Baroda BNP Paribas Business Cycle Fund

Scheme Plan NAV per unit (`)
Baroda BNP Paribas Business Cycle Fund - Regular - IDCW 10.3511
Baroda BNP Paribas Business Cycle Fund - Regular - Growth 10.3511
Baroda BNP Paribas Business Cycle Fund - Direct - Growth 10.5664
Baroda BNP Paribas Business Cycle Fund - Direct - IDCW 10.5664

#Income Distribution cum Capital Withdrawal option

*Amounts can be distributed out of investors capital (equalization reserve), which is part of sale price that represents realized gains. However, investors are requested to note that amount (dividend) distribution under IDCW option is not guaranteed and subject to availability of distributable surplus.

^Pursuant to SEBI circular SEBI/HO/IMD/DF3/CIR/P/2020/194 dated October 05, 2020, 'Dividend option' under schemes of Baroda BNP Paribas Mutual Fund have been renamed to 'Income Distribution cum Capital Withdrawal option (IDCW)' effective April 01, 2021.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Past performance may or may not be sustained in future and should not be used as a basis of comparison with other investments. Returns do not take into account the load, if any. Returns are for growth option. Different plans shall have a different expense structure.

Fund Details

  • Investment Objective

    The investment objective of the Scheme is to generate long term capital appreciation for investors by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors

  • Load Structure

    Exit Load: • Redemption/ switch out of units up to 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 one year from the date of allotment: 10% of applicable

  • Systematic Investment Plan (SIP)

    Rs 1000/month - 6 Installments RS 1500/quarter - 4 Installments SIP Frequency - Daily/Weekly/Monthly/Quarterly

  • Systematic Transfer Plan (STP)

    Rs 1000/month - 6 Installments RS 1500/quarter - 4 Installments SIP Frequency - Daily/Weekly/Fortnightly/Monthly/Quarterly

  • Systematic Withdrawal Plan (SWP)

    Rs 1000/month - 6 Installments RS 1500/quarter - 4 Installments SIP Frequency - Weekly/Monthly/Quarterly

  • Redemption

    As per the SEBI (MF) Regulations, the Mutual Fund shall despatch redemption proceeds within 10 Business Days of receiving the valid redemption / repurchase request at any of the Official Points of Acceptance of Transactions (OPAT). A penal interest of 15%

Fund Manager




Invest Now

Come closer to your investment goals.

The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Baroda BNP Paribas Mutual Fund to any person in the United States of America/Canada.

Shiv Chanani

Senior Fund Manager – Equity

Shiv Chanani

Mr. Shiv Chanani has an overall work experience of 22+ years. His previous job stint was at Elara Securities (India) Pvt. Ltd. In his Previous assignment, he has worked with well-known organizations such as E Fund Management (HK) Co. Ltd, Sundaram Mutual Fund, Reliance Mutual Fund & ICICI Securities.

Academically, Shiv has completed his PGDM from Indian Institute of Management Bangalore & CFA Charterholder from CFA Institute, USA.

Close

Scheme Riskometer**


**basis portfolio of the Scheme as on Oct 31, 2022

Riskometer


*Investors should consult their financial advisers if in doubt about whether the product is suitable for them

g

Benchmark Riskometer**


**Basis constituents of the scheme as on Oct 31, 2022

Benchmark

Benchmark

*The PRC matrix denotes the maximum risk that the respective Scheme can take i.e. maximum interest rate risk (measured by MD of the Scheme) and maximum credit risk (measured by CRV of the Scheme)

Are you new to Mutual Fund?

Before going in deep, Let us understand you little bit better. And we will provide proper guidince accordingly.

Yes, Let's start from basic No, I want to continue