Baroda BNP Paribas Equity Savings Fund - Direct Plan has delivered 53.20% absolute return over the last 5 years.
The average return for Equity Savings funds is 44.96% .
This fund ranks #5 in its category based on 5-year returns.
The largest portfolio holding is NET RECEIVABLES PAYABLES with a portfolio weight of 24.58% .
The fund currently owns more than 95 stocks.
The top 10 holdings account for 54.19% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.99% | 0.69% |
| 2 Year Return | 30.34% | 9.26% |
| 3 Year Return | 44.43% | 20.16% |
| 4 Year Return | 62.59% | 33.12% |
| 5 Year Return | N/A | 44.96% |
| 6 Year Return | N/A | 64.25% |
| 7 Year Return | N/A | 77.49% |
| Expense Ratio | 1.13% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
24.58%
|
||
| 2 | Financials |
3.75%
|
|
| 3 | Communication Services |
3.67%
|
|
| 4 |
3.62%
|
||
| 5 |
3.50%
|
||
| 6 | Financials |
3.45%
|
|
| 7 |
3.24%
|
||
| 8 | Energy |
3.17%
|
|
| 9 | Industrials |
2.73%
|
|
| 10 |
2.48%
|
||
| 11 |
2.43%
|
||
| 12 | Health Care |
2.40%
|
AMC: BARODABNPPARIBAS
Category: Hybrid • Equity Savings
Launch Date: 04 Jul 2019
Fund Manager: Mr. Jitendra Sriram
Minimum Purchase: ₹5,000
Exit Load: If units of the scheme are redeemed or switched out within 30 days of the date of allotment - 1% of the applicable NAV. If units of scheme are redeemed or switched out after 30 days of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
Baroda BNP Paribas Equity Savings Fund - Direct Plan is managed by BARODABNPPARIBAS and belongs to the Hybrid 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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