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Baroda BNP Paribas Business Cycle Fund-Reg(G)

very highequity
14.43 -0.27(-1.85%) NAV as on 27 Mar 2026
-8.33 % 1 M
-1.08 % 1 Y
14.47 % 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • max

FUND 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 and stocks at different stages of business cycles in the economy.

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

2.39

As on 28 Feb, 2026
age-icon Age :

4 yrs 6 m

Since 15 09 ,2021
exit_load Exit Load :

0%

aum AUM :

567.58 Crs

lock_in Lock-in :

Nil upto 10% of units and 1% for remaining units on or beofre 1Y, Nil after 1Y

investing_style Investing Style :

Large Growth

Portfolio_book_value Portfolio Price To Book Value :

8.17

Min_Investment Min. Investment :

SIP 500 & Lumpsum 5000

Scheme_benchmark Scheme Benchmark :

BSE 500 - TRI

Fund_manager Fund Manager :

Jitendra Sriram,Kushant Arora

LATEST ASSET & PORTFOLIO ALLOCATION

as on Feb 28 ,2026
Debt 0.87 %
Others 4.64 %
Equity 94.50 %

TOP HOLDINGS

ICICI Bank Ltd.5.47 %
HDFC Bank Ltd.5.35 %
Reliance Industries Ltd.5.08 %
Hitachi Energy India Ltd.4.95 %
Larsen & Toubro Ltd.4.75 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private18.01
Pharmaceuticals & Drugs7.63
Electric Equipment6.10
IT - Software6.00
Refineries5.08
See All Sectors

5-YEARS HISTORY

Financial Year2021-20222022-20232023-20242024-20252025-2026
NAV in Rs (as on 25-Mar-2026)9.939.8314.2114.5214.70
Net Assets(Rs Crores) (as on 25-Mar-2026) 1014.79 479.33 423.46 548.80 567.58
Scheme Returns(%)(Absolute)-0.70-1.6144.491.382.53
B'mark Returns(%)(Absolute)NANANANANA
Category Rank52/5731/6125/8258/11966/133

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Baroda BNP Paribas Business Cycle Fund-Reg(G)Very HighEquity14.43-0.27(-1.85%)NAV As on 27 Mar, 202615-Sep-2021Inception Date567.58AUM In Cr.-1.08%1Y14.47%3YNA%5Y8.42%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity34.310.47(1.39%)NAV As on 27 Mar, 202630-Dec-2019Inception Date6,085.65AUM In Cr.11.36%1Y28.47%3Y25.92%5Y21.85%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity61.42-1.32(-2.10%)NAV As on 27 Mar, 202618-Nov-2009Inception Date1,510.76AUM In Cr.6.61%1Y28.13%3Y23.75%5Y11.73%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity233.175.01(2.19%)NAV As on 27 Mar, 202621-Feb-2000Inception Date8,428.48AUM In Cr.2.15%1Y25.41%3Y19.06%5Y12.82%Since Inception
UTI Transportation & Logistics Fund-Reg(G)Very HighEquity255.90-6.59(-2.51%)NAV As on 27 Mar, 202616-Apr-2004Inception Date4,046.80AUM In Cr.10.01%1Y22.41%3Y17.49%5Y15.91%Since Inception
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