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Baroda BNP Paribas Business Cycle Fund-Reg(G)

very highequity
15.96 0.10(0.66%) NAV as on 07 May 2026
9.98 % 1 M
7.21 % 1 Y
16.08 % 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 31 Mar, 2026
age-icon Age :

4 yrs 7 m

Since 15 09 ,2021
exit_load Exit Load :

0%

aum AUM :

507.16 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 :

7.59

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 Mar 31 ,2026
Debt 0.97 %
Others 5.75 %
Equity 93.28 %

TOP HOLDINGS

Reliance Industries Ltd.5.49 %
ICICI Bank Ltd.5.35 %
Hitachi Energy India Ltd.5.25 %
HDFC Bank Ltd.4.93 %
Larsen & Toubro Ltd.4.04 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private16.11
Pharmaceuticals & Drugs8.32
IT - Software7.06
Electric Equipment6.51
Refineries5.49
See All Sectors

5-YEARS HISTORY

Financial Year2021-20222022-20232023-20242024-20252025-2026
NAV in Rs (as on 31-Mar-2026)9.939.8314.2114.5214.10
Net Assets(Rs Crores) (as on 31-Mar-2026) 1014.79 479.33 423.46 548.80 507.16
Scheme Returns(%)(Absolute)-0.70-1.6144.491.38-1.67
B'mark Returns(%)(Absolute)NANANANANA
Category Rank52/5731/6125/8258/11968/133

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 HighEquity15.960.10(0.66%)NAV As on 07 May, 202615-Sep-2021Inception Date507.16AUM In Cr.7.21%1Y16.08%3YNA%5Y10.60%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity68.970.44(0.64%)NAV As on 07 May, 202618-Nov-2009Inception Date1,334.55AUM In Cr.16.58%1Y28.88%3Y24.75%5Y12.43%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity254.982.33(0.92%)NAV As on 07 May, 202621-Feb-2000Inception Date7,577.93AUM In Cr.7.22%1Y26.65%3Y20.44%5Y13.14%Since Inception
UTI Transportation & Logistics Fund-Reg(G)Very HighEquity283.323.46(1.24%)NAV As on 07 May, 202616-Apr-2004Inception Date3,810.93AUM In Cr.14.71%1Y22.39%3Y19.80%5Y16.36%Since Inception