BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option

Fund House: Baroda BNP Paribas Mutual Fund
Category: Equity: Thematic-Consumption
Launch Date: 07-09-2018
Asset Class:
Benchmark: NIFTY India Consumption TRI
TER: 2.06% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,446.79 Cr As on 31-10-2024(Source:AMFI)
Turn over: 54% | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

30.8497

19.91%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY India Consumption TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 1 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks to generate capital appreciation and provide long-term growth opportunities by investing in companies expected to benefit by providing products and services to the growing consumption needs of Indian consumers, which in turn is getting fuelled by high disposable income. The Scheme also seeks to generate income by investing in debt and money market securities.

Current Asset Allocation (%)

Indicators

Standard Deviation 11.38
Sharpe Ratio 1.04
Alpha -0.44
Beta 0.72
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 25.7 23.17 14.99 19.68 -
HSBC Consumption Fund - Regular Growth 31-08-2023 33.82 - - - -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 28.74 26.99 17.16 20.2 -
SBI Consumption Opportunities Fund - Regular - Growth 14-07-1999 26.32 24.28 19.18 21.68 16.12
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 26.01 21.96 18.12 22.91 13.56
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 25.91 - - - -
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 25.67 21.58 15.24 19.95 16.1
Mahindra Manulife Consumption Fund- Regular Plan - Growth 13-11-2018 25.43 22.01 16.57 16.96 -
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 25.27 19.32 10.96 15.78 10.98
ICICI Prudential Bharat Consumption Fund - Growth Option 09-04-2019 24.66 24.01 17.88 18.62 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

12.51%

Others

7.73%

Large Cap

61.61%

Mid Cap

21.58%

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