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 Aqua FoF - Regular Plan
|
Very High
|
Please wait... |
1.60 |
|||
Very High
|
Please wait... |
0.58 |
||||
Very High
|
Please wait... |
1.53 |
||||
Very High
|
Please wait... |
0.67 |
||||
Very High
|
Please wait... |
2.19 |
₹53 Cr
1.00 (365)
5,000
1,000
500
6
Investment Strategy
The scheme seeks to capital appreciation by investing predominantly in units of BNP Paribas Funds Aqua (Lux).
Suitability
"This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
1 min read•By News Desk
Baroda BNP Paribas Aqua FoF - Regular Plan invests mainly in the shares of foreign companies listed outside India. Being a fund of funds, it invests its assets in a set of mutual fund schemes instead of the underlying securities directly.
Mutual funds can be bought directly from the website of the fund house. For instance, Baroda BNP Paribas Aqua FoF - Regular 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 Aqua FoF - Regular Plan is ₹12.1676 as of 14-Aug-2024.
The AUM of Baroda BNP Paribas Aqua FoF - Regular Plan Fund is ₹53 Cr as of 31-Jul-2024
The riskometer level of Baroda BNP Paribas Aqua FoF - Regular Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
BNP Paribas Funds Aqua U18 USD Capitalisation Forgn.MF- |
99.05
|
As of 31-Jul-2024, Baroda BNP Paribas Aqua FoF - Regular Plan had invested 99.05% in Equity, 1.7% in Debt and -0.75% in Cash & Cash Eq. See More
Baroda BNP Paribas Aqua FoF - Regular Plan is 3 years 3 months old. It has delivered 6.18% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
12.14%
|
3.61%
|
--
|
--
|
--
|
6.18%
|
No, There is no lock in period in Baroda BNP Paribas Aqua FoF - Regular Plan.
The expense ratio of Baroda BNP Paribas Aqua FoF - Regular Plan is 1.60.