Baroda BNP Paribas Business Cycle Fund Direct Growth

Equity
Thematic
Very High Risk
22.07%
3Y annualised
+0.08% 1D
1M
6M
1Y
3Y
All
NAV: 16 Jul 2025₹16.67
Min. SIP amount₹500
RatingNA
Fund size₹595.46Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (61)

NameSectorInstrumentAssets
FinancialEquity6.96%
FinancialEquity5.90%
EnergyEquity5.44%
Capital GoodsEquity4.08%
FinancialEquity3.92%
ConstructionEquity3.88%
ServicesEquity2.35%
TechnologyEquity2.18%
CommunicationEquity2.13%
TechnologyEquity2.10%
TechnologyEquity2.09%
HealthcareEquity2.06%
HealthcareEquity2.03%
AutomobileEquity1.68%
Consumer StaplesEquity1.68%
AutomobileEquity1.56%
KPIT Technologies Ltd.
TechnologyFutures1.52%
FinancialEquity1.49%
AutomobileEquity1.42%
Consumer StaplesEquity1.38%
Consumer StaplesEquity1.38%
ServicesEquity1.35%
ServicesEquity1.32%
ChemicalsEquity1.31%
ConstructionEquity1.30%
Capital GoodsEquity1.27%
Consumer DiscretionaryEquity1.27%
EnergyEquity1.27%
Capital GoodsEquity1.25%
FinancialEquity1.24%
ConstructionEquity1.23%
AutomobileEquity1.14%
TechnologyEquity1.14%
AutomobileEquity1.12%
HealthcareEquity1.11%
AutomobileEquity1.11%
InsuranceEquity1.11%
FinancialEquity1.09%
FinancialEquity1.08%
HealthcareEquity1.08%
Consumer StaplesEquity1.04%
TechnologyEquity1.03%
ServicesEquity1.01%
Capital GoodsEquity1.01%
Capital GoodsEquity1.00%
FinancialEquity0.99%
EnergyEquity0.98%
Reserve Bank of India
FinancialT-Bills0.98%
HealthcareEquity0.97%
AutomobileEquity0.97%
Metals & MiningEquity0.94%
Consumer StaplesEquity0.94%
HealthcareEquity0.91%
HealthcareEquity0.91%
HealthcareEquity0.77%
HealthcareEquity0.64%
ServicesEquity0.60%
FinancialEquity0.54%
FinancialEquity0.53%
Consumer StaplesEquity0.37%
ConstructionEquity0.25%
See All

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Returns and rankings

Category: Equity Thematic
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-1.4%22.1%14.2%
Category averageNA-2.0%22.4%NA
Rank with in categoryNA4116NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.91%

Inclusive of GST

Exit load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Jitendra Sriram
Nov 2023 - Present
View details

Education
Mr. Sriram is a B.E (Electrical) and holds a post graduate diploma in Business Management.
Experience
Prior to joining Baroda BNP Paribas Mutual Fund, he has worked with HSBC AMC, Deutsche Equities Pvt. Ltd., HSBC Securities, Capital Markets Pvt. Ltd. and ITC Classic Share & Stock Broking.
Also manages these schemes

Kushant Arora
Oct 2024 - Present
View details

Education
CA, FRM
Experience
Prior to Joining the Baroda BNP paribas asset management Ltd. He has worked with VLS Finance Ltd , Baroda asset management India Ltd, UTI asset management com Ltd and Axis sercurities.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
501, Raheja Titanium,Western Express Highway,Goregoan, (E) Mumbai 400063
Phone
+91 22-3074 1000
Launch Date
24 Nov 1994
Baroda BNP Paribas Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Pros and cons

Category: Equity Thematic

Pros

Lower expense ratio: 0.91%
1Y annualised returns higher than category average by 0.55%
Higher alpha: 1.88 The fund has generated returns higher than benchmark - BSE 500 Total Return Index - in the last 3Y

Cons

3Y annualised returns lower than category average by 0.33%

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