Holdings (34)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 8.99% |
| HDFC Bank Ltd. | Financial | Equity | 7.48% |
| Reliance Industries Ltd. | Energy | Equity | 7.14% |
| Infosys Ltd. | Technology | Equity | 6.92% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.29% |
| HCL Technologies Ltd. | Technology | Equity | 3.98% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 3.41% |
| Axis Bank Ltd. | Financial | Equity | 3.15% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.93% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 2.85% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | 6.97% | 14.64% | 11.35% | 11.77% |
| Category Average | 7.21% | 12.87% | 21.91% | NA% |
| Rank Within Category | 61.00% | 41.00% | 41.00% | NA% |
Expense ratio, exit load and tax
Expense ratio: 1.66%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 1 year.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Fund management
Education
Mr. Sanjay Chawla holds a Masters degree in Management Studies from BITS Pilani.
Experience
Prior to joining Baroda BNP Paribas Mutual Fund, he worked as Senior Fund Manager with BSL AMC. Before joining Birla, he worked as Head of Research with SBI Capital Markets and has worked in various capacities in equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities.
Managed Schemes
Baroda Hybrid Equity Fund Direct Plan Growth
Baroda BNP Paribas Banking and Financial Services Direct Growth
Baroda BNP Paribas Multi Cap Fund Direct Growth
Baroda Large Cap Direct Fund Growth
Baroda Conservative Hybrid Fund Direct Growth
Baroda Midcap Direct Fund Growth
Baroda Equity Linked Saving Scheme 96 Direct Growth
Baroda BNP Paribas Balanced Advantage Fund Direct Growth
Baroda BNP Paribas Large & Mid Cap Fund Direct Growth
Baroda BNP Paribas Business Cycle Fund Direct Growth
Baroda BNP Paribas ELSS Tax Saver Fund Direct Growth
Baroda BNP Paribas Focused Fund Direct Growth
Education
Mr. Krishnan has done MMS in Finance
Experience
Prior to joining Baroda BNP Paribas Mutual Fund he has worked with Antique Stock Broking as Sr Analyst- IT, Telecom & Media, DSP Merrill Lynch as Vice President- Research, SBI Capital Markets as Sr. research Analyst, Cholamandalam DBS Finance LTD as Research Analyst.
Managed Schemes
Baroda Hybrid Equity Fund Direct Plan Growth
Baroda BNP Paribas Banking and Financial Services Direct Growth
Baroda Dynamic Bond Direct Growth
Baroda BNP Paribas Gilt Fund Direct Growth
Baroda Large Cap Direct Fund Growth
Baroda Conservative Hybrid Fund Direct Growth
Baroda Midcap Direct Fund Growth
Baroda BNP Paribas Short Duration Fund Direct Fund Growth
Baroda Treasury Advantage Direct Fund Growth
Baroda BNP Paribas Credit Risk Fund Direct Growth
Baroda BNP Paribas Ultra Short Duration Fund Direct Growth
Baroda BNP Paribas Balanced Advantage Fund Direct Growth
Baroda BNP Paribas Equity Savings Fund Direct Growth
Baroda BNP Paribas Large & Mid Cap Fund Direct Growth
Baroda BNP Paribas Banking & PSU Bond Fund Direct Growth
Baroda BNP Paribas Business Cycle Fund Direct Growth
Baroda BNP Paribas ELSS Tax Saver Fund Direct Growth
Baroda BNP Paribas Conservative Hybrid Fund Direct Growth
Baroda BNP Paribas Aggressive Hybrid Fund Direct Growth
Baroda BNP Paribas Multi Asset Fund Direct Growth
Baroda BNP Paribas Innovation Fund Direct Growth