Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Baroda BNP Paribas India Consumption Fund - Direct Plan
|
Very High
|
Please wait... |
0.68 |
|||
Very High
|
Please wait... |
0.41 |
||||
Very High
|
Please wait... |
0.94 |
||||
Very High
|
Please wait... |
1.16 |
||||
Very High
|
Please wait... |
1.00 |
₹1,458 Cr
1.00 (365)
5,000
1,000
500
6
Investment Strategy
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.
Suitability
This is a fund that invests mainly in the shares of consumer-facing companies.
We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other consumption-themed fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
Baroda BNP Paribas India Consumption Fund - Direct Plan is mandated to invest at least 80 per cent of its assets in the shares of consumer-facing companies.
Mutual funds can be bought directly from the website of the fund house. For instance, Baroda BNP Paribas India Consumption Fund - Direct Plan fund can be purchased from the website of Baroda BNP Paribas Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Baroda BNP Paribas India Consumption Fund - Direct Plan is ₹35.2070 as of 14-Aug-2024.
The AUM of Baroda BNP Paribas India Consumption Fund - Direct Plan Fund is ₹1,458 Cr as of 31-Jul-2024
The riskometer level of Baroda BNP Paribas India Consumption Fund - Direct Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
7.01
|
|
6.80
|
|
5.57
|
|
5.52
|
|
5.35
|
As of 31-Jul-2024, Baroda BNP Paribas India Consumption Fund - Direct Plan had invested 97.57% in Equity, 2.55% in Debt and -0.12% in Cash & Cash Eq. See More
Baroda BNP Paribas India Consumption Fund - Direct Plan is 5 years 11 months old. It has delivered 23.62% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
42.32%
|
22.48%
|
25.22%
|
--
|
--
|
23.62%
|
No, There is no lock in period in Baroda BNP Paribas India Consumption Fund - Direct Plan.
The expense ratio of Baroda BNP Paribas India Consumption Fund - Direct Plan is 0.68.