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Baroda BNP Paribas Business Cycle Fund-Reg(G)

very highequity
15.18 0.15(1.03%) NAV as on 10 Mar 2026
-5.11 % 1 M
10.08 % 1 Y
15.52 % 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • max

FUND OBJECTIVE

The investment objective of the Scheme is 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.

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

2.39

As on 31 Jan, 2026
age-icon Age :

4 yrs 5 m

Since 15 09 ,2021
exit_load Exit Load :

0%

aum AUM :

567.58 Crs

lock_in Lock-in :

Nil upto 10% of units and 1% for remaining units on or beofre 1Y, Nil after 1Y

investing_style Investing Style :

Large Growth

Portfolio_book_value Portfolio Price To Book Value :

8.17

Min_Investment Min. Investment :

SIP 500 & Lumpsum 5000

Scheme_benchmark Scheme Benchmark :

NA

Fund_manager Fund Manager :

Jitendra Sriram,Kushant Arora

LATEST ASSET & PORTFOLIO ALLOCATION

as on Feb 28 ,2026
Debt 0.87 %
Others 4.64 %
Equity 94.50 %

TOP HOLDINGS

ICICI Bank Ltd.5.47 %
HDFC Bank Ltd.5.35 %
Reliance Industries Ltd.5.08 %
Hitachi Energy India Ltd.4.95 %
Larsen & Toubro Ltd.4.75 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private18.01
Pharmaceuticals & Drugs7.63
Electric Equipment6.10
IT - Software6.00
Refineries5.08
See All Sectors

5-YEARS HISTORY

Financial Year2021-20222022-20232023-20242024-20252025-2026
NAV in Rs (as on 10-Mar-2026)9.939.8314.2114.5215.18
Net Assets(Rs Crores) (as on 10-Mar-2026) 1014.79 479.33 423.46 548.80 567.58
Scheme Returns(%)(Absolute)-0.70-1.6144.491.385.91
B'mark Returns(%)(Absolute)NANANANANA
Category Rank52/5731/6125/8258/11963/132

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Baroda BNP Paribas Business Cycle Fund-Reg(G)Very HighEquity15.180.15(1.03%)NAV As on 10 Mar, 202615-Sep-2021Inception Date567.58AUM In Cr.10.08%1Y15.52%3YNA%5Y9.76%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity66.350.92(1.41%)NAV As on 10 Mar, 202618-Nov-2009Inception Date1,510.76AUM In Cr.26.36%1Y29.73%3Y24.40%5Y12.30%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity35.870.45(1.27%)NAV As on 10 Mar, 202630-Dec-2019Inception Date6,085.65AUM In Cr.26.04%1Y28.48%3Y25.16%5Y22.89%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity243.294.03(1.68%)NAV As on 10 Mar, 202621-Feb-2000Inception Date8,428.48AUM In Cr.11.96%1Y26.21%3Y18.50%5Y13.03%Since Inception
360 ONE Quant Fund-Reg(G)Very HighEquity18.930.21(1.15%)NAV As on 10 Mar, 202629-Nov-2021Inception Date924.72AUM In Cr.14.84%1Y23.64%3YNA%5Y16.08%Since Inception
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