Sharpe ratio
-0.21Return earned for the risk taken.
Negative
Negative means the fund has not rewarded investors well for the risk taken recently.
+0.19%1Y Absolute Return
-0.85%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Baroda BNP Paribas Business Conglomerates Fund Direct Growth OptionFund 1Y annualised return · 5Y history unavailable | ₹7,35,895 | ₹7,32,612 | ₹3,283 | +0.19% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.02
₹1 Lakh since launch₹1.02 Lakh
Fund age1.1 yrs
Fund information
Scheme code153847
ISININF251K01VJ6
BenchmarkNifty Conglomerate 50 TRI
CategoryEquity Scheme - Sectoral/ Thematic
Expense ratio0.85%
Exit loadExit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Minimum SIP₹500 SIP
Return comparison
581st / 932 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +186.28% | — | — |
| 3M | -6.33% | — | — |
| 6M | +10.34% | — | — |
| 1Y | +0.19% | — | +4.16% |
| Since Launch | +2.30% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
-0.29Return earned while limiting downside risk.
Negative
Negative means downside losses have outweighed the returns.
Standard deviation
15.56%How much the fund’s returns fluctuate over time.
High volatility
Returns can swing significantly.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.16How well the fund rewarded investors relative to its biggest decline.
Low
Returns have been modest compared to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio101%
Equity96.69%
Debt4.42%
Hedged Equity0.31%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 47 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Larsen & Toubro Ltd | Industrials | Equity | 9.04% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 7.85% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 6.69% |
| Bajaj Finance Ltd | Financial | Equity | 4.79% |
| Titan Company Ltd | Consumer Discretionary | Equity | 3.6% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 2.96% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 2.89% |
| TATA CAPITAL LIMITED EQ | Financial | Equity | 2.69% |
| Hindustan Zinc Ltd | Materials | Equity | 2.69% |
| JSW Steel Ltd | Materials | Equity | 2.67% |
Fund management
KU
Kushant Arora
Since 2025 · Prior to Joining the Baroda BNP paribas asset management Ltd. He has worked with VLS Finance Ltd , Baroda asset management India Ltd, UTI asset management com Ltd and Axis sercurities.
CA, FRM
RO
Rohan Korde
Since 2026 · Prior to joining Baroda BNP Paribas Mutual Fund, he has worked with ITI Mutual Fund, BOB Capital Markets as Vice President
Mr. Korde is a Masters in Management Studies (Finance), Bachelor of Commerce
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - sectoral/ thematic fund. Losses and swings stayed contained — worst fall -14.7%, volatility 15.6%. Ranks 581 of 932 in its category over 1 year.
Strengths
- Losses and swings stayed contained — worst fall -14.7%, volatility 15.6%.
- Recovered from its worst fall in 4 months.
Weaknesses
- Ranks 581 of 932 in its category over 1 year.
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 15.6% volatility.
Risk drivers
- None