Baroda BNP Paribas Business Conglomerates Fund Regular Growth Option
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Downside capture of 109% indicates larger drops during broader market downturns.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +10.61% | +6.32% | +4.29% |
| 3 Months | -1.59% | -0.20% | -1.39% |
| 6 Months | +3.50% | +5.98% | -2.48% |
| 1 Year | +0.15% | +3.90% | -3.75% |
| Since Inception | +1.46% | - | - |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | -1.74% | +4.03% | -5.77% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -10.09% | -6.50% | -7.47% | +0.15% | 3.2% | 0.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2026-01-02 | 2026-03-31 | -15.0% | 3 months | Not yet recovered |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and equity related instruments of companies that are part of business conglomerates in India- 80-100%Equity and equity related instruments of companies other than above- 0-20%Money Market and other liquid instruments*, Gold and Silver instruments (through ETFs - 0-20%Units of Mutual Fund( domestic schemes)- 0-10% Units of Mutual Funds as permitted by SEBI$ - 0-10% | Per Scheme Mandate |
Investment Objective & Strategy
The investment objective of the Scheme is to achieve long term capital appreciation by investing in equity and equity related securities of companies that are part of business conglomerates in India. The Scheme does not guarantee/indicate any returns. However, there can be no assurance that the investment objective of the Scheme will be realized.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 593 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Sectoral / Thematic schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Sundaram Business Cycle Fund | 3.3 | - | 2.51% | 124.6% | Rs 1,691 cr | Compare → |
| SBI Energy Opportunities Fund | 4.9 | - | 1.89% | 89.3% | Rs 8,049 cr | Compare → |
| Aditya Birla Sun Life Conglomerate Fund | 4.0 | - | 2.30% | 115.7% | Rs 1,543 cr | Compare → |
| Bandhan Business Cycle Fund | 3.6 | - | 2.44% | 109.1% | Rs 1,057 cr | Compare → |
| Bank of India Consumption Fund | 3.3 | - | 2.73% | 113.4% | Rs 364 cr | Compare → |
Frequently Asked Questions about Baroda BNP Paribas Business Conglomerates Fund
What is the expense ratio of Baroda BNP Paribas Business Conglomerates Fund?
Baroda BNP Paribas Business Conglomerates Fund has a total expense ratio (TER) of 2.56% with a base expense ratio of 2.07%, compared to the Sectoral / Thematic category median of 2.52%.
Who manages Baroda BNP Paribas Business Conglomerates Fund?
Baroda BNP Paribas Business Conglomerates Fund is managed by Rohan Korde (tenure: 0.4 years since 2026-07-01).
What are the historical returns of Baroda BNP Paribas Business Conglomerates Fund?
Baroda BNP Paribas Business Conglomerates Fund has a 1-year return of +0.15%.
How large is Baroda BNP Paribas Business Conglomerates Fund?
Baroda BNP Paribas Business Conglomerates Fund manages assets of Rs 593 cr, placing it in the 'comfortable' size band relative to Sectoral / Thematic peers.
How is Baroda BNP Paribas Business Conglomerates Fund scored on MFIQ?
Baroda BNP Paribas Business Conglomerates Fund holds an MFIQ Score of 3.8/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Baroda BNP Paribas Business Conglomerates Fund?
Baroda BNP Paribas Business Conglomerates Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 15.59% with a maximum historical drawdown of -15.04%.