April 29, 2025
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Baroda BNP Paribas Business Cycle Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 15.7573
NAV IDCW: Rs 14.3768
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
• They have a narrow investment focus
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
•• Invest only through SIP
•• Have a 7+ year investment horizon
•• Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
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 Manager:
1) Jitendra Sriram
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.
2) Kushant Arora
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.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Baroda BNP Paribas Business Cycle Fund
| Fund House | Baroda BNP Paribas Mutual Fund |
| Launch Date | 15-Sep-21 |
| Return Since Launch | 13.39% |
| Benchmark | BSE 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 549 Cr |
| (As on 31-Mar-2025) | |
| Expense | 0.82% |
| (As on 31-Mar-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 62.00% |
Trailing Returns (%) of Baroda BNP Paribas Business Cycle Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Baroda BNP Paribas Business Cycle Dir | -5.88 | 1.16 | 3.04 | 3.94 | -5.27 | 4.48 | 17.22 | — | — | — |
| BSE 500 TRI | -1.00 | 1.19 | 3.55 | 5.77 | -2.26 | 6.90 | 14.94 | — | — | — |
Peer Comparison of Baroda BNP Paribas Business Cycle Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Baroda BNP Paribas Business Cycle Dir | Unrated | 4.48 | 17.22 | — | 0.82 | 549 | 13.39 | 1.00 (365) | 3Y 7M | 62.00 |
| ICICI Pru India Opportunities Dir | Unrated | 15.18 | 24.55 | 36.19 | 0.74 | 25,696 | 23.33 | 1.00 (365) | 6Y 3M | 67.00 |
| ICICI Pru Business Cycle Dir | Unrated | 10.44 | 22.32 | — | 0.82 | 11,894 | 23.07 | 1.00 (30) | 4Y 3M | 25.00 |
| HDFC Manufacturing Dir | Unrated | — | — | — | 0.54 | 11,597 | 0.22 | 1.00 (30) | 11M | — |
| SBI Innovative Opportunities Dir | Unrated | — | — | — | 0.62 | 6,951 | -11.54 | 1.00 (365) | 8M | 38.00 |
Portfolio Analysis of Baroda BNP Paribas Business Cycle Fund
| No. of Stocks | 62 |
| Top 10 Stocks | 40.07% |
| Top 5 Stocks | 26.17% |
| Top 3 Sectors | 40.91% |
| Portfolio P/B Ratio | 4.57 |
| Portfolio P/E Ratio | 29.21 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,04,155 | 1,19,802 |
| Giant (%) | 60.93 | 41.92 |
| Large (%) | 16.67 | 22.52 |
| Mid (%) | 16.95 | 28.45 |
| Small (%) | 5.45 | 12.17 |
| Tiny (%) | — | 0.60 |
Chanakya’s Mutual Fund Guidance For Baroda BNP Paribas Business Cycle Fund
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