BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option
Category: Equity: Thematic-Consumption
Launch Date: 07-09-2018
Asset Class:
Benchmark: NIFTY India Consumption TRI
Expense Ratio: 2.1% As on ( 31-03-2025)
Status: Open Ended Schemes
Minimum Topup: 1000.0
Total Assets: 1,369.29 Cr As on ( 31-03-2025)
Turn over: 54
NAV as on 30-04-2025
30.5641
-0.03 ( -0.0926% )
CAGR Since Inception
18.3%
NIFTY India Consumption TRI 14.71%
Performance of BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option
Fund Managers

Shiv Chanani, Miten Vora

Investment Objective

The Scheme seeks to generate capital appreciation and provide long-term growth opportunities by investing in companies expected to benefit by providing products and services to the growing consumption needs of Indian consumers, which in turn is getting fuelled by high disposable income. The Scheme also seeks to generate income by investing in debt and money market securities.

Returns Calculator for BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 11.38 0.57 -0.9 0.9 - -
Equity: Thematic-Consumption - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
BARODA BNP PARIBAS India Consumption Fund Reg Gr 07-09-2018 9.58 22.5 16.83 21.21 0.0
Kotak Consumption Fund Reg Gr 16-11-2023 13.21 0.0 0.0 0.0 0.0
Sundaram Consumption Reg Gr 12-05-2006 12.42 23.46 18.22 21.6 14.32
Tata India Consumer Reg Gr 05-12-2015 9.69 24.24 17.22 21.94 0.0
ABSL India GenNext Fund Gr 05-08-2005 9.23 21.1 16.03 22.18 14.99
Nippon India Consumption Gr Gr 30-09-2004 8.55 23.78 19.31 26.73 14.74
HDFC Non-Cyclical Consumer Fund Gr 05-07-2023 8.42 0.0 0.0 0.0 0.0
HSBC Consumption Fund Reg Gr 31-08-2023 7.37 0.0 0.0 0.0 0.0
Mirae Asset Great Consumer Reg Gr 29-03-2011 6.82 21.4 17.5 23.54 14.83
Canara Robeco Consumer Trends Fund Reg Gr 14-09-2009 6.31 21.94 17.51 22.9 15.53

Asset Allocation (%)

PORTFOLIO ANALYSIS of BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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