BARODA BNP PARIBAS Focused Fund - Regular Plan-Growth Option
Fund House: Baroda BNP Paribas Mutual Fund| Category: Equity: Focused |
| Launch Date: 06-10-2017 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.28% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 580.08 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 136% | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. |
19.8177
-0.25 (-1.2837%)
12.07%
Benchmark: 12.29%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
6 Years 5 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 long-term capital growth by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies across market capitalization.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.86 |
| Sharpe Ratio | 0.27 |
| Alpha | -2.58 |
| Beta | 0.97 |
| 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 Focused Fund - Regular Plan-Growth Option | 06-10-2017 | -1.54 | 17.78 | 10.62 | - | - |
| DSP Focus Fund - Regular Plan - Growth | 10-06-2010 | 13.97 | 26.64 | 15.53 | 24.34 | 10.93 |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 13.58 | 26.93 | 21.74 | 32.81 | 13.77 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 11.82 | 35.15 | 18.53 | - | - |
| SBI Focused Equity Fund - Regular Plan -Growth | 01-10-2004 | 11.41 | 22.36 | 11.77 | 22.16 | 13.57 |
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 9.44 | 24.13 | 13.15 | 22.97 | 10.75 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 9.27 | 27.34 | 18.52 | 30.15 | 13.28 |
| Old Bridge Focused Equity Fund - Regular Growth | 24-01-2024 | 8.88 | - | - | - | - |
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 8.58 | 21.88 | 14.62 | - | - |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 6.45 | 21.15 | 12.33 | 23.97 | 11.51 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
12.68%
Others
5.71%
Large Cap
60.65%
Mid Cap
20.96%
