Baroda BNP Paribas Energy Opportunities Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is RELIANCE INDUSTRIES LTD with a portfolio weight of 8.62% .
The fund currently owns more than 35 stocks.
The top 10 holdings account for 53.76% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 6.60% | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 1.06% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Energy |
8.62%
|
|
| 2 | Energy |
6.77%
|
|
| 3 | Materials |
6.58%
|
|
| 4 | Utilities |
6.46%
|
|
| 5 | Utilities |
4.85%
|
|
| 6 | Industrials |
4.31%
|
|
| 7 | Industrials |
4.28%
|
|
| 8 | Industrials |
4.12%
|
|
| 9 | Utilities |
4.03%
|
|
| 10 | Electric Equipment - Switchgear/Circuit Breaker |
3.74%
|
|
| 11 | Energy |
3.73%
|
|
| 12 | Utilities |
3.54%
|
AMC: BARODABNPPARIBAS
Category: Equity • Sectoral/Thematic
Launch Date: 21 Jan 2025
Fund Manager: Mr. Kirtan Mehta
Minimum Purchase: ₹1,000
Exit Load: For redemption/switch out of units more than 10% of units, within 1 year from the date of allotment - 1% of applicable NAV. For redemption/ switch out of units in any other case NiL.
Lock-in: 1
Risk: Moderate Risk
Baroda BNP Paribas Energy Opportunities Fund - Direct Plan is managed by BARODABNPPARIBAS and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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