Can I invest in SIP and Lumpsum in Baroda BNP Paribas Focused Fund (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Baroda BNP Paribas Focused Fund (G). Minimum lumpsum investment Baroda BNP Paribas Focused Fund (G) is ₹5,000 and minimum SIP amount is ₹500 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Baroda BNP Paribas Focused Fund (G) Direct Growth?

The latest NAV (Net Asset Value) of Baroda BNP Paribas Focused Fund (G) is Baroda BNP Paribas Focused Fund (G) is ₹21.98 as on 2025-01-01.

Which are the biggest stock holdings of Baroda BNP Paribas Focused Fund (G)?

The 5 biggest stock holdings of Baroda BNP Paribas Focused Fund (G) are: PB Fintech. (8.62%), HDFC Bank (6.52%), PNB Housing (5.71%), TVS Motor Co. (5.30%), NTPC (5.28%)

What are the top sectors Baroda BNP Paribas Focused Fund (G) invests in?

A majority of Baroda BNP Paribas Focused Fund (G) 's AUM worth ₹689.04 (Cr) is invested in these 3 top sectors: Banks : 19.89% Power : 15.85% Automobiles : 10.73%

Mutual Funds
Baroda BNP Paribas Focused Fund (G)

Baroda BNP Paribas Focused Fund (G)

Focused Fund

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NAV
21.98(0.59%)
Fund Size (CR)
₹689.04
Expense Ratio
2.26
Scheme Type
Active Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹500
Minimum Withdrawal
₹1,000
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
11.38%

Absolute Return: -7.38%

Annualized Return: 0%

Basic Details

Scheme Manager

Sanjay Chawla

Bench Mark

Nifty 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	23 December 2024	9938.99	-0.61%	-	-0.12%	101/114
1 Month	29 November 2024	9885.16	-1.15%	-	-1.03%	63/114
3 Month	30 September 2024	9239.54	-7.60%	-	-6.08%	76/114
6 Month	28 June 2024	9593.69	-4.06%	-	2.08%	110/114
1 Year	29 December 2023	11651.70	16.52%	16.52%	20.27%	79/110
3 Year	30 December 2021	15235.59	52.36%	15.07%	15.61%	65/102
5 Year	30 December 2019	21124.15	111.24%	16.13%	18.47%	68/82
Since Inception	6 October 2017	21812.80	118.13%	11.38%	17.74%	110/114

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 January 2024	1,30,000	133766.61	2.90%	2.90%
3 Year	3 January 2022	3,70,000	484981.38	31.08%	9.44%
5 Year	1 January 2020	6,10,000	965210.18	58.23%	9.61%
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

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Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

3.76%

Standard Deviation

0.90%

Beta

0.66%

Sharpe Ratio

0.08%

Treynor's Ratio

-0.27%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
PB Fintech.	8.62%	313570	59.39	Equity	IT - Software
HDFC Bank	6.52%	250000	44.90	Equity	Banks
PNB Housing	5.71%	440842	39.31	Equity	Finance
TVS Motor Co.	5.30%	150000	36.52	Equity	Automobile
NTPC	5.28%	1000000	36.37	Equity	Power Generation & Distribution
H P C L	5.28%	950000	36.39	Equity	Refineries
Power Grid Corpn	5.26%	1100000	36.23	Equity	Power Generation & Distribution
Havells India	4.99%	200000	34.36	Equity	Consumer Durables
Zomato Ltd	4.47%	1100000	30.77	Equity	E-Commerce/App based Aggregator
Tata Power Co.	4.21%	700000	28.99	Equity	Power Generation & Distribution

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Invesco India Focused Fund - Dir (IDCW)	3443.24	1.91%	0.36%	10.96%	45.16%	22.98%
Invesco India Focused Fund - Dir (G)	3443.24	1.89%	0.33%	10.94%	45.09%	22.98%
Bandhan Focused Equity Fund - Direct (G)	1792.58	1.70%	1.39%	13.13%	32.01%	19.61%
Bandhan Focused Equity Fund - Direct (IDCW)	1792.58	1.69%	1.37%	13.09%	31.93%	19.54%
ICICI Pru Focused Equity Fund - Direct (G)	9944.67	-1.15%	-7.55%	2.68%	27.86%	21.52%

News

Baroda BNP Paribas MF announces change in Fund Manager of the following schemes

Baroda BNP Paribas Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 01 January 2025

Change in Fund Managers of the Scheme:

Scheme Name	Existing Fund Manager(s)	New Fund Manager(s)
Baroda BNP Paribas Focused Fund	Mr. Sanjay Chawla	Mr. Sanjay Chawla and Mr. Kirtan Mehta
Baroda BNP Paribas Flexi Cap Fund	Mr. Sanjay Chawla	Mr. Sanjay Chawla and Mr. Kirtan Mehta
Baroda BNP Paribas Large & Mid Cap Fund	Mr. Sanjay Chawla	Mr. Sanjay Chawla and Mr. Kirtan Mehta
Baroda BNP Paribas Innovation Fund	Mr. Pratish Krishnan	Mr. Pratish Krishnan and Mr. Ankeet Pandya
Baroda BNP Paribas Conservative Hybrid Fund	Mr. Pratish Krishnan (Equity Portfolio) & Mr.Gurvinder singh Wasan and Mr. Prashant Pimple (Fixed Income Portfolio)	Mr. Pratish Krishnan and Mr. Ankeet Pandya (Equity Portfolio) & Mr.Gurvinder Singh Wasan and Mr. Prashant Pimple (Fixed Income Portfolio)
Baroda BNP Paribas Children's Fund	Mr. Pratish Krishnan	Mr. Pratish Krishnan and Mr. Ankeet Pandya
Baroda BNP Paribas Retirement Fund	Mr. Pratish Krishnan (Equity Portfolio) & Mr.Gurvinder Singh Wasan and (Fixed Income Portfolio)	Mr. Pratish Krishnan and Mr. Ankeet Pandya (Equity Portfolio) & Mr.Gurvinder Singh Wasan and (Fixed Income Portfolio)
Baroda BNP Paribas Equity Savings Fund	Mr. Pratish Krishnan and Neeraj Saxena (Equity Portfolio) & Mr.Gurvinder Singh Wasan (Fixed Income Portfolio)	Mr. Pratish Krishnan and Neeraj Saxena and Mr. Ankeet Pandya(Equity Portfolio) & Mr.Gurvinder Singh Wasan (Fixed Income Portfolio)
Baroda BNP Paribas Gold ETF	Mr.Gurvinder Singh Wasan and Mr. Vikram Panmani	Mr.Gurvinder Singh Wasan and Mr. Madhav Vyas

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Baroda BNP Paribas Arbitrage Fund announces Income Distribution cum Capital Withdrawal (IDCW)
Baroda BNP Paribas Mutual Fund has announced 09 December 2024 as the record date for declaration of Income Distribution cum capital withdrawal (IDCW) under the monthly IDCW option of Baroda BNP Paribas Arbitrage Fund. The amount of IDCW on the face value of Rs 10 per unit will be:
Regular Plan ' Monthly IDCW Option: Rs 0.06
Direct Plan ' Monthly IDCW Option: Rs 0.06
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Baroda BNP Paribas Mutual Fund announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its schemes
Baroda BNP Paribas Mutual Fund has announced 27 November 2024 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) in the following schemes. The proposed IDCW on the face value of Rs 10 per unit will be:
Baroda BNP Paribas Aggressive Hybrid Fund ' Regular Plan ' IDCW Option: Rs 0.13 per unit.
Baroda BNP Paribas Aggressive Hybrid Fund ' Direct Plan ' IDCW Option: Rs 0.15 per unit
Baroda BNP Paribas Multi Cap Fund ' Regular Plan ' IDCW Option: Rs 0.43 per unit.
Baroda BNP Paribas Multi Cap Fund ' Direct Plan ' IDCW Option: Rs 0.45 per unit.
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Fund House Details & Investment Objective

Date of Incorporation

15 September 2017

Total AUM (Cr)

₹689.04

Baroda BNP Paribas Focused Fund (G) is an Focused Fund-oriented fund from the renowned AMC, Baroda BNP Paribas Mutual Fund. Launched in 15 September 2017, this fund is managed by Sanjay Chawla. With assets under management (AUM) worth ₹689.04 (Cr), as of 1 January 2025, Baroda BNP Paribas Focused Fund (G) is categorized as a Focused Fund within its segment. The fund has generated a return of 11.38% since its launch.
The current NAV of Baroda BNP Paribas Focused Fund (G) is ₹21.98, as on 1 January 2025. The fund's benchmark index is Nifty 500 TRI. You can invest in Baroda BNP Paribas Focused Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
If units of the scheme are redeemed or switched out up to 10% of the units (the limit) within 12 months from the date of allotment - Nil 1.00% - If units of the scheme are redeemed or switched out in excess of the limit within 12 months from the date of allotment. Nil - If units of the scheme are redeemed or switched out after 12 months from the date of allotment. The fund has generated 15.07% and 16.13% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 94.40% in Equity, 6.03% in Debt and -0.43% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 19.89% in Banks, 15.85% in Power, 10.73% in Automobiles, 7.91% in Financial Technology (Fin, 6.72% in Electrical Equipments

FAQs

How to Invest in Baroda BNP Paribas Focused Fund (G) Direct Growth?

Baroda BNP Paribas Focused Fund (G) is a popular fund in the Focused Fund segment. The fund has generated a return of 11.38% since inception. Looking to invest in Baroda BNP Paribas Focused Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Baroda BNP Paribas Focused Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Baroda BNP Paribas Focused Fund (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Baroda BNP Paribas Focused Fund (G) today and reap the benefits of this Focused Fund fund!

How much returns has Baroda BNP Paribas Focused Fund (G) Direct Growth generated?

In the short term, i.e., 1 year, Baroda BNP Paribas Focused Fund (G) has generated annualised return of 16.52%. In the long-term, the fund has generated 15.07% and 16.13% in 3 and 5 years respectively. Since its inception, the fund has generated 11.38% returns.

What is the expense ratio of Baroda BNP Paribas Focused Fund (G) Direct Growth?

The expense ratio of Baroda BNP Paribas Focused Fund (G) Direct Growth is 2.26%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Baroda BNP Paribas Focused Fund (G) Fund Direct Growth?

The Assets Under Management (AUM) of Baroda BNP Paribas Focused Fund (G) is ₹689.04 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Baroda BNP Paribas Focused Fund (G) Direct Growth?

Redeeming or selling units of Baroda BNP Paribas Focused Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Baroda BNP Paribas Focused Fund (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Baroda BNP Paribas Focused Fund (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).