Baroda BNP Paribas Business Cycle Fund Direct Growth

Baroda BNP Paribas Business Cycle Fund Direct Growth

+16.22%
3Y annualised
-0.67% 1D
1M
6M
1Y
3Y
All
NAV: 15 Apr '26
₹16.43
Min. for SIP
₹500
Fund size (AUM)
₹507.16 Cr
Expense ratio
0.93%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,456
-3.63%
6 months₹30,000₹28,060
-6.47%
1 year₹60,000₹56,550
-5.75%
3 years₹1,80,000₹1,89,107
+5.06%

Holdings (59)

NameSectorInstrumentsAssets
Reliance Industries Ltd.EnergyEquity5.49%
ICICI Bank Ltd.FinancialEquity5.35%
Hitachi Energy India Ltd.Capital GoodsEquity5.25%
HDFC Bank Ltd.FinancialEquity4.93%
Larsen & Toubro Ltd.ConstructionEquity4.04%
Sun Pharmaceutical Industries Ltd.HealthcareEquity3.27%
State Bank of IndiaFinancialEquity2.52%
Infosys Ltd.TechnologyEquity2.22%
Bharti Airtel Ltd.CommunicationEquity2.21%
Kotak Mahindra Bank Ltd.FinancialEquity2.19%
Divi's Laboratories Ltd.HealthcareEquity2.11%
TVS Motor Company Ltd.AutomobileEquity2.09%
Persistent Systems Ltd.TechnologyEquity1.99%
Nestle India Ltd.Consumer StaplesEquity1.88%
Eicher Motors Ltd.AutomobileEquity1.75%
Bharat Heavy Electricals Ltd.Capital GoodsEquity1.74%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity1.71%
Eternal Ltd.ServicesEquity1.71%
Linde India Ltd.ChemicalsEquity1.70%
Tata Motors Ltd.AutomobileEquity1.47%
Pine Labs Ltd.FinancialEquity1.39%
The Phoenix Mills Ltd.ConstructionEquity1.39%
The Federal Bank Ltd.FinancialEquity1.38%
Hindustan Zinc Ltd.Metals & MiningEquity1.34%
Multi Commodity Exchange Of India Ltd.ServicesFutures1.33%
Maruti Suzuki India Ltd.AutomobileEquity1.31%
ITC Ltd.Consumer StaplesEquity1.28%
The India Cements Ltd.ConstructionEquity1.28%
ABB India Ltd.Capital GoodsEquity1.27%
Tata Consultancy Services Ltd.TechnologyEquity1.26%
Axis Bank Ltd.FinancialEquity1.24%
Bharat Electronics Ltd.Capital GoodsEquity1.21%
NHPC Ltd.EnergyEquity1.20%
LG Electronics India Ltd.Consumer DiscretionaryEquity1.18%
Fortis Healthcare Ltd.HealthcareEquity1.13%
Torrent Pharmaceuticals Ltd.HealthcareEquity1.12%
Dr. Reddy's Laboratories Ltd.HealthcareEquity1.11%
Bajaj Finserv Ltd.FinancialEquity1.10%
360 One Wam Ltd.FinancialEquity1.10%
Leela Palaces Hotels & Resorts Ltd.ServicesEquity1.09%
Varun Beverages Ltd.Consumer StaplesEquity1.09%
Tata Capital Ltd.FinancialEquity1.08%
Akzo Nobel India Ltd.ChemicalsEquity1.07%
Sagility Ltd.ServicesEquity1.06%
Titan Company Ltd.Consumer DiscretionaryEquity1.05%
Oracle Financial Services Software Ltd.TechnologyEquity1.02%
JTEKT India Ltd.AutomobileEquity1.02%
Yes Bank Ltd.FinancialEquity1.01%
Power Grid Corporation Of India Ltd.EnergyFutures1.00%
Reserve Bank of IndiaFinancialT-Bills0.97%
Hyundai Motor India Ltd.AutomobileEquity0.95%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity0.95%
HDFC Life Insurance Co Ltd.InsuranceEquity0.94%
Bosch Ltd.AutomobileEquity0.92%
Pfizer Ltd.HealthcareEquity0.70%
Sundaram - Clayton Dcd Ltd.FinancialEquity0.56%
Tata Elxsi Ltd.TechnologyEquity0.49%
GMR Airports Ltd.ConstructionEquity0.29%
Fractal Analytics Ltd.TechnologyEquity0.09%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns-2.3%+8.9%+16.2%+11.1%
Category average (Equity Thematic)-1.0%-0.6%+16.8%--
Rank (Equity Thematic)--85--

Exit load, stamp duty and tax

Exit load

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

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Fund management

JS
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.

KA
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.

About Baroda BNP Paribas Business Cycle Fund Direct Growth

Baroda BNP Paribas Business Cycle Fund Direct Growth is a Equity Mutual Fund Scheme launched by Baroda Mutual Fund. This scheme was made available to investors on 24 Nov 1994. Jitendra Sriram is the Current Fund Manager of Baroda BNP Paribas Business Cycle Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹13,075 Cr and the Latest NAV as of 15 Apr 2026 is ₹16.43. The Baroda BNP Paribas Business Cycle Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. ;

Investment Objective

The scheme seeks 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.
Fund benchmarkBSE 500 Total Return Index

Fund house

Rank (total assets)#22 in India
Total AUM₹13,074.50 Cr
Date of Incorporation24 Nov 1994
Phone+91 22-3074 1000
Launch Date24 Nov 1994
Address501, Raheja Titanium,Western Express Highway,Goregoan, (E) Mumbai 400063
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,