| Launch date | 05 May 2024 |
| Allotment date | 29 May 2024 |
| End date | 22 May 2024 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 1.16%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (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.
Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
Gurvinder Singh WasanOct 2024 - PresentView details
Pratish KrishnanMay 2024 - PresentView details
Ankeet PandyaJan 2025 - PresentView details
Fund house & investment objective
| Rank (total assets) | #25 in India |
|---|---|
| Total AUM | ₹47,480.68Cr |
| Date of Incorporation | 15 Apr 2004 |
|---|
Baroda BNP Paribas Retirement Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Baroda BNP Paribas Mutual Fund. This scheme was made available to investors on 15 Apr 2004. Vikram Pamnani is the Current Fund Manager of Baroda BNP Paribas Retirement Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹47,481 Cr and the Latest NAV as of 13 Jun 2025 is ₹11.18. The Baroda BNP Paribas Retirement Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. ;
Investment Objective
The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments with a view to provide a retirement solution to investors. ;
| Fund benchmark | CRISIL Hybrid 35+65 Aggressive Index |
|---|
Peer Comparison
| Hybrid, Aggressive Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | 5 | 0.6% | 26.4% | 822.48 |
Edelweiss Aggressive Hybrid Fund Direct Growth | 5 | 10.3% | 22.4% | 2,749.35 |
ICICI Prudential Equity & Debt Fund Direct Growth | 5 | 9.7% | 22.2% | 43,159.31 |
Franklin India Equity Hybrid Fund Direct Growth | 4 | 8.3% | 19.7% | 2,187.18 |
Nippon India Equity Hybrid Fund Direct Growth | 4 | 7.0% | 19.7% | 3,897.03 |