Baroda BNP Paribas Business Cycle Fund · Regular · Growth
Baroda BNP Paribas Mutual Fund
NAV
₹15.7867
as of 17 Jun 2026
Expense Ratio
2.39%
AUM
₹559 Cr
Lumpsum returns (CAGR)
- 1Y
- +1.59%
- 3Y
- +13.93%
- 5Y
- —
- Since Inception
- +10.08%
SIP returns (XIRR)
- 1Y
- +3.37%
- 3Y
- +6.66%
- 5Y
- —
- Since Inception
- +10.69%
Returns calculated from 29 December 2021 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
This fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
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SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹28,500
Invested
₹35,152
Value today
9.0%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,514
Value today
9.2%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹9,61,551
Value today
+5.8%
vs lumpsum
STP beat direct lumpsum by 5.8% — reduced timing risk paid off
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.43
Sharpe Ratio
-0.05
Alpha
0.49
Beta
-0.41
Sortino
14.01%
Std Dev
-16.40%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Banks18.00%
- Electrical Equipment10.00%
- Pharmaceuticals & Biotechnology7.00%
- IT - Software7.00%
- Petroleum Products5.00%
- Automobiles5.00%
- Construction4.00%
- Auto Components4.00%
- Consumer Durables3.00%
- Retailing2.00%
- Finance2.00%
- Chemicals & Petrochemicals2.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Hitachi Energy India Limited6.24%
- 2Reliance Industries Limited5.28%
- 3Icici Bank Limited5.07%
- 4Hdfc Bank Limited4.71%
- 5Larsen & Toubro Limited4.19%
- 6Sun Pharmaceutical Industries Limited3.05%
- 7State Bank Of India2.49%
- 8Bharat Heavy Electricals Limited2.26%
- 9Kotak Mahindra Bank Limited2.15%
- 10Bharti Airtel Limited2.12%
Investment Objective
Baroda BNP Paribas Business Cycle Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Baroda BNP Paribas Business Cycle Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Baroda BNP Paribas Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹559 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.39%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations