BARODA BNP PARIBAS India Consumption Fund - Regular Plan - IDCW 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. |
22.8065
0.19 (0.8274%)
14.21%
Benchmark: 14.99%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY India Consumption 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
5 Years 2 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 Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
12.51%
Others
7.73%
Large Cap
61.61%
Mid Cap
21.58%
