Launched on 2024-05-08T00:00:00, the Baroda BNP Paribas Retirement Fund - Regular Plan - Growth Option has 372.35 Cr in AUM (Assets Under Management) as on 17-05-25 08:31:896 IST. This fund is a/an hybrid aggressive hybrid with a CRISIL rating of  stars. As on , this mutual fund has an NAV (Net Asset Value) of 10.97. Furthermore, the portfolio turnover ratio is 6 as on 17-05-25 08:31:896 IST. The fund holds CRISIL Hybrid 35+65 Aggressive Index  as its benchmark index. The minimum amount that one can invest in the fund is 500.0. The fund has an  .The risk rating of this fund is VHG.View More ViewLess

Baroda BNP Paribas Retirement Fund - Regular Plan - Growth Option

hybrid

aggressive hybrid

by Value Research

AUM : ₹ 372.35 Cr

Investment Returns Calculator

SIP
Lumpsum
I Want To Save

₹ 500 ₹ 100000
Tenure
Years
1 Y 5 Y
I Want To Save

₹ 1000 ₹ 50000
Tenure
Years
1 Y 5 Y
Your Investment Would Have Become

₹ NaN

0.00% Estimated Growth

Total Investment:

₹ 6,000

Estimated Returns:

₹ NaN

Future Value

₹ NaN

Disclaimer: The content provided is solely for information & awareness purposes and under no circumstances the information provided is intended to be source of advice or recommending any financial investment advice or endorsement of any sort. All the information is provided in good faith; however, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information. Any information contained herein is not to be treated as investment advisory and the same is provided only for general understanding of investors. Any reliance you place on such material is therefore strictly at your own risk.

Returns

Tenure Fund Return Category Average Rank Within Category
1 Year 0.00% 28.34% 0/20
3 Years 0.00% 18.55% 0/20
5 Years 0.00% 16.04% 0/20
10 Years 0.00% 15.44% 0/20

Top Scheme Holding

Sectors
Companies
Financial
21.13 %
Others
18.54 %
Capital Goods
7.66 %
Consumer Staples
7.15 %
Services
5.67 %
Energy
5.5 %
Technology
5.27 %
7.34% GOI 22/04/2064
17.34 %
HDFC Bank
5.69 %
ICICI Bank
4.48 %
Reliance Industries
3.43 %
Anzen India Energy Yield Plus Trust
2.91 %
6.79% GOI 07/10/2034
2.77 %
7.90% Jamnagar Utilities and Power 10/08/2028
2.74 %
Infosys
2.28 %
Others
2.27 %
Bharti Airtel
2.19 %
Divi's Laboratories
2.16 %
6.75% Piramal Finance 26/09/2031
1.15 %

Fund Managment

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Fund Managment

Mutual funds are handled by professional fund managers, who strategise, analyse, and plan investment activities, to determine ideal securities to invest in as per an individual’s investment objectives.

PK
Pratish Krishnan Managing Since: 2024
GW
Gurvinder Singh Wasan Managing Since: 2024
AP
Ankeet Pandya Managing Since: 2025

About this Fund

Scheme Details
Launch Date : 08 May, 2024
Fund Type : hybrid
Category : aggressive hybrid
AUM : ₹ 372.35 Cr
Riskometer
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Riskometer

A riskometer can calculate the risk rate of a mutual funds investment. It is presented in a graph to help understand the risk that comes with a potential investment.

Moderately High High Low To Moderate Moderate Very High Low
Investors understands that their principal will be at Very High.

Frequently Asked Questions About Mutual Funds

What category of mutual funds does the Baroda BNP Paribas Retirement Fund - Regular Plan - Growth Option fall under?

The Baroda BNP Paribas Retirement Fund - Regular Plan - Growth Option is a aggressive hybrid.

Who is this fund suitable for?

What is the CRISIL ranking for this fund?

What is the benchmark for Baroda BNP Paribas Retirement Fund - Regular Plan - Growth Option?

What is the risk rating of this fund?

What is the current tax rate for long term capital gains of this fund if you withdraw after one year?

What is the current tax rate for short term capital gains of the Baroda BNP Paribas Retirement Fund - Regular Plan - Growth Option if you withdraw before the completion of a year?

Disclaimer

Investment Advisory

 

Bajaj Finserv Direct Ltd. (“BFDL”) is a licensed registered investment adviser (SEBI Registration no. INA000016083 & BASL Registration no.1022). recognized by Security Exchange Board of India (“SEBI”), having its Corporate Address: 4th Floor, B2 Building, Cerebrum IT Park, Kumar City, Kalyani Nagar, Pune – 411014. The Services offered on the Site by BFDL does not constitute investment advice in any manner whatsoever. Investment in securities market are subject to market risks. Users are requested to read all the related documents carefully before investing. Registration granted by SEBI (INA000016083), membership of BASL (1022) and certificate obtained from NISM,  in no way guarantees performance of the intermediary or provide any assurance of returns to investors.

 

Mutual funds

 

Bajaj Finserv Direct Ltd. (“BFDL”) has entered into a referral arrangement with Bajaj Finance Limited (“BFL”) which is registered with Association of Mutual Funds in India ("AMFI") as a distributor of mutual funds with ARN No:90319 which enables BFDL to facilitate Indian residents, to invest in Regular Mutual Funds plan. The Users using the Site, shall be redirected to the platform of BFL and the User shall be bound by the terms and conditions of BFL as applicable to such User.

 

The Services offered on the Site does not constitute investment advice in any manner whatsoever. Please read the scheme information and other related documents carefully before investing and obtain expert professional advice with regards to specific legal, tax, and consequences of investments and risk factors.

Minimum investment Amount

Min. SIP Amount

₹500

Min. Lumpsum Amount

₹1000

Min. Additional Amount

₹1000

Expense Ratio/Exit Load/Taxation

Expense Ratio

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Expense Ratio

This ratio refers to the fee charged by the AMC for managing your mutual fund.

2.3 %

Exit Load

i

NA

Taxation

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Taxation

STCG Taxation:    15% + surcharge at 10% or 15% with 4% health and education cess  Individual: 17.94%; HUF: 17.16%  LTCG Taxation:  10% without indexation or benefit for foreign currency conversion  Surcharge: 10% or 14% with 4% health and education cess  Individual: 11.96% ; HUF: 11.44%

Hybrid STCG: Income Tax Slab Rate of Investor%Up to 36 months

Hybrid TCG: Investor’s income tax slab rate%More than 36 months

Investment Objective

Baroda BNP Paribas Retirement Fund - Regular Plan - Growth Option

The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments with a view to provide a retirement solution to investors.

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