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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.43 | 39.05 | 1.28 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 45.47 | 1.57 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Baroda BNP Paribas Focused Fund | 28.47% | 18.13% | 14.00% |
SBI Focused Equity Fund | 24.16% | 11.08% | 16.43% |
HDFC Focused 30 Fund | 31.56% | 26.29% | 16.52% |
Axis Focused Fund | 24.96% | 6.75% | 15.23% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
8.62 %
Holdings
6.52 %
Holdings
5.71 %
BNP Paribas Asset Management is a leading, global asset management enterprise that offers a comprehensive range of active, passive and quantitative investment solutions. Bank of Baroda, one of India's leading public sector banks, has partnered with BNP Paribas Asset Management to form Baroda BNP Paribas Mutual Fund
No.of Schemes
39
Total AUM
₹ 46,947.26 Cr.
Sanjay Chawla
AUM: ₹11,441.26 Cr.
|
Exp: 22yrs
MMS
Mr.Sanjay Chawla has overall experience of 22 years with over 15 years experience in Equity Research. Prior to this, worked with SBI Capital Markets.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%