Baroda BNP Paribas Flexi Cap Fund

Current Fund Size :

N.A.

₹15.73

NAV

16.05% p.a.

Overall Return

-1.35%

1-Day Change

0.96%

Expense Ratio

₹ 1,246 Cr

AUM (Fund Size)

3+ yrs

Fund Age

Investment Policy

Benchmark

NIFTY 500 TRI

Risk Level

High Risk

Min. Investment

SIP: ₹500 & Lumpsum: ₹5000

Exit Load

1.0%

Lock-in Period

Nil

Capital Gains Tax Rules (Equity)

STCG (Before 1 Year)

Returns taxed at 20% if you redeem before 1 year

LTCG (After 1 Year)

After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Age of Fund

3 yrs 2 m since Jul 25, 2022

Current Value (Example)

N.A.

Returns Ratio

N/A

Holdings Lists

# Company Name Sector Instrument % of Assets
1 HDFC Bank Ltd. Financial Equity 7.25%
2 ICICI Bank Ltd. Financial Equity 6.17%
3 Bharti Airtel Ltd. Communication Equity 3.64%
4 Hitachi Energy India Ltd. Capital Goods Equity 3.37%
5 Reliance Industries Ltd. Energy Equity 3.27%
6 Kotak Mahindra Bank Ltd. Financial Equity 3.15%
7 The Federal Bank Ltd. Financial Equity 3.08%
8 Infosys Ltd. Technology Equity 2.95%
9 Shriram Finance Ltd Financial Equity 2.79%
10 Hindustan Petroleum Corporation Ltd. Energy Equity 2.71%
11 Larsen & Toubro Ltd. Construction Equity 2.60%
12 Bosch Ltd. Automobile Equity 2.57%
13 Sun Pharmaceutical Industries Ltd. Healthcare Equity 2.56%
14 Max Healthcare Institute Ltd. Healthcare Equity 2.50%
15 Page Industries Ltd. Textiles Equity 2.31%
16 GE Vernova T&D India Ltd. Capital Goods Equity 2.23%
17 Kaynes Technology India Ltd. Capital Goods Equity 2.21%
18 ICICI Lombard General Insurance Company Ltd. Insurance Equity 2.21%
19 Divi's Laboratories Ltd. Healthcare Equity 1.97%
20 Radico Khaitan Ltd. Consumer Staples Equity 1.95%
21 Tech Mahindra Ltd. Technology Equity 1.90%
22 Linde India Ltd. Chemicals Equity 1.84%
23 Interglobe Aviation Ltd. Services Equity 1.81%
24 Ajanta Pharma Ltd. Healthcare Equity 1.69%
25 FSN E-Commerce Ventures Ltd. Services Equity 1.66%
26 Mrs. Bectors Food Specialities Ltd. Consumer Staples Equity 1.66%
27 Solar Industries India Ltd. Chemicals Equity 1.66%
28 Eternal Ltd. Services Equity 1.64%
29 PB Fintech Ltd. Services Equity 1.60%
30 Schaeffler India Ltd. Capital Goods Equity 1.55%
31 Vishal Mega Mart Ltd. Services Equity 1.54%
32 Blue Star Ltd. Consumer Discretionary Equity 1.51%
33 Karur Vysya Bank Ltd. Financial Equity 1.44%
34 Metropolis Healthcare Ltd. Healthcare Equity 1.39%
35 ZF Commercial Vehicle Control Systems India Ltd. Automobile Equity 1.36%
36 Persistent Systems Ltd. Technology Equity 1.28%
37 Indus Towers Ltd. Communication Equity 1.28%
38 One97 Communications Ltd. Services Equity 1.21%
39 Avenue Supermarts Ltd. Services Equity 1.20%
40 Century Plyboards (India) Ltd. Consumer Staples Equity 1.02%
41 Tata Consultancy Services Ltd. Technology Equity 0.99%
42 Indian Bank Financial Equity 0.92%
43 Hexaware Technologies Ltd. Technology Equity 0.85%
44 Info Edge (India) Ltd. Services Equity 0.31%
45 PNB Housing Finance Ltd. Financial Equity 0.30%

Peer Comparison: Returns & Risk Ratios

# Fund Name Annualized Returns Risk Ratios Other Details
1 Year 3 Year 5 Year Std. Deviation Beta Sharpe Ratio Sortino Ratio AUM Fund Age Expense Ratio
1 Baroda BNP Paribas Flexi Cap Fund -7.69% 17.91% N.A. 13.69 0.98 0.72 1.02 1,246 Cr 3 yrs 2 m 0.96%
2 HDFC Flexi Cap Fund 3.62% 24.83% 29.91% 11.23 0.81 1.31 2.45 81,936 Cr 12 yrs 8 m 0.7%
3 Parag Parikh Flexi Cap Fund 4.51% 23.03% 23.07% 8.90 0.59 1.50 2.20 1,15,040 Cr 12 yrs 4 m 0.63%
4 JM Flexicap Fund -10.14% 25.0% 27.39% 15.00 1.02 1.02 1.47 5,943 Cr 12 yrs 8 m 0.55%
5 Edelweiss Flexi Cap Fund -5.25% 20.76% 23.6% 13.57 0.98 0.88 1.34 2,777 Cr 10 yrs 8 m 0.42%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month -0.41% 1.1%
2 3 Months -4.55% -2.35%
3 6 Months 6.2% 8.4%
4 1 Year -7.69% -3.88%
5 2 Years 16.08% 17.31%
6 3 Years 17.91% 18.58%

Related Funds

# Fund Name AUM Return 1y Return 5y url
1 Baroda BNP Paribas Midcap Fund 2,157 Cr -5.48% 25.66% View Detail
2 Baroda BNP Paribas Multi Cap Fund 2,923 Cr -5.25% 24.96% View Detail
3 Baroda BNP Paribas Large & Mid Cap Fund 1,600 Cr -7.52% 22.87% View Detail
4 Baroda BNP Paribas India Consumption Fund 1,512 Cr -6.86% 22.01% View Detail
5 Baroda BNP Paribas Large Cap Fund 2,646 Cr -7.08% 19.85% View Detail
6 Baroda BNP Paribas ELSS Tax Saver Fund 897 Cr -3.82% 19.82% View Detail

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