April 30, 2025
mayank
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 7.8151
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to provide investment returns closely corresponding to the total returns of the securities as represented by the Nifty200 Momentum 30 Total Returns Index before expenses, subject to tracking errors, fees, and expenses.
Fund Manager:
1) Neeraj Saxena
Education: He is PGDBA finance and Masters in Organic Chemistry
Experience: Prior to joining Baroda BNP Paribas AMC, he has worked with Stratcap Securities, Karvy Stock Broking and Iden Investment Advisors
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0.2% for redemption within 7 days |
Basic Details of Baroda BNP Paribas Nifty200 Momentum 30 Index Fund
| Fund House | Baroda BNP Paribas Mutual Fund |
| Launch Date | 15-Oct-24 |
| Return Since Launch | -21.85% |
| Benchmark | Nifty 200 Momentum 30 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 23 Cr |
| (As on 31-Mar-2025) | |
| Expense | 0.61% |
| (As on 31-Mar-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 132.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Baroda BNP Paribas Nifty200 Momentum 30 Index Dir | -10.63 | 0.76 | 4.14 | -0.25 | -15.92 | — | — | — | — | — |
| BSE Large Mid Cap TRI | 0.34 | 0.02 | 3.61 | 4.69 | -2.07 | — | — | — | — | — |
| Equity: Large & MidCap | -4.65 | 0.21 | 3.67 | 2.57 | -5.73 | — | — | — | — | — |
| Rank within category | 50 | 9 | 18 | 55 | 51 | — | — | — | — | — |
| Number of funds in category | 54 | 58 | 57 | 55 | 51 | 43 | 32 | 25 | 19 | 18 |
Peer Comparison
| 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 Nifty200 Momentum 30 Index Dir | Unrated | — | — | — | 0.61 | 23 | -21.85 | 0.20 (7) | 6M | 132.00 |
| UTI Nifty200 Momentum 30 Index Dir | 1 star | -8.03 | 15.66 | — | 0.43 | 7,353 | 18.71 | — | 4Y 1M | 117.00 |
| Nippon India Nifty Alpha Low Volatility 30 Index Dir | Unrated | -1.21 | — | — | 0.35 | 1,240 | 18.27 | — | 2Y 8M | 74.00 |
| Motilal Oswal Nifty 200 Momentum 30 Index Dir | 1 star | -8.31 | 15.40 | — | 0.31 | 837 | 12.76 | 1.00 (15) | 3Y 2M | — |
| Zerodha Nifty Large Midcap 250 Index Dir | Unrated | 7.20 | — | — | 0.29 | 825 | 20.24 | — | 1Y 5M | 13.00 |
Portfolio Analysis of Baroda BNP Paribas Nifty200 Momentum 30 Index Fund
| No. of Stocks | 30 |
| Top 10 Stocks | 49.75% |
| Top 5 Stocks | 26.98% |
| Top 3 Sectors | 62.97% |
| Portfolio P/B Ratio | 6.91 |
| Portfolio P/E Ratio | 35.30 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,68,523 | 1,56,765 |
| Giant (%) | 52.07 | 45.01 |
| Large (%) | 36.21 | 30.19 |
| Mid (%) | 11.71 | 23.56 |
| Small (%) | — | 4.47 |
| Tiny (%) | — | 0.06 |
Chanakya’s Mutual Fund Guidance For Baroda BNP Paribas Nifty200 Momentum 30 Index Fund
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