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NAV: 05 Dec 2025
₹26.01
Rating
3
Min. SIP amount
₹500
Fund size
₹339.31Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (30)
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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 Sectoral
Annualised returns
Absolute returns
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 17.5% | 16.6% | 14.3% | 12.6% |
| Category average | 14.8% | 17.4% | 13.6% | NA |
| Rank with in category | 8 | 9 | 8 | NA |
Understand terms
Expense ratio, exit load and tax
Expense ratio: 0.84%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 30 days.
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
Sanjay ChawlaNov 2025 - PresentView details
Sanjay Chawla
Nov 2025 - Present
View details
Education
Mr. Sanjay Chawla holds a Masters degree in Management Studies from BITS Pilani.
Experience
Prior to joining Baroda BNP Paribas Mutual Fund, he worked as Senior Fund Manager with BSL AMC. Before joining Birla, he worked as Head of Research with SBI Capital Markets and has worked in various capacities in equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities.
Also manages these schemes
Yash MehtaNov 2025 - PresentView details
Yash Mehta
Nov 2025 - Present
View details
Education
CA, B.com
Experience
Prior to joining the Baroda BNP Paribas MF, he was associated with stematix Shares and Stocks (India) Ltd.
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
E-mail
[email protected]Website
www.barodapioneer.in
Baroda 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,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Equity Sectoral
Pros
Lower expense ratio: 0.84%
3Y and 10Y annualised returns higher than category average
Higher alpha: 5.81
The fund has generated returns higher than benchmark - NIFTY Financial Services Total Return Index - in the last 3Y
Cons
1Y and 5Y annualised returns lower than category average
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