Baroda BNP Paribas Business Conglomerates Fund

Baroda BNP Paribas Business Conglomerates Fund

Get the latest NAV of Baroda BNP Paribas Business Conglomerates Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹9.82

0.4%1D

NAV as on 20 May 2026

-1.8%/per year

Since Inception

Absolute Gain%

130 people have invested ₹ 2.4L in Baroda BNP Paribas Business Conglomerates Fund in the last three months

Baroda BNP Paribas Business Conglomerates Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (20-May-26)

The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-1.22%
-4.18%
-4.78%
--
--
--
Nifty 500
-1.26%
-3.49%
-5.83%
-0.03%
13.58%
12.13%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
1.01%
2.06%
4.98%
--
--
--
Worst in Equity - Other
1.01%
0.53%
1.96%
--
--
--

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Baroda BNP Paribas Business Conglomerates Fund
-
680Cr
0.69%
-
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund
1/48
36,083Cr
0.57%
2.77%
21.02%
7.12
0.82
1.10
1.76
1.35
Aditya Birla Sun Life Special Opportunities Fund Dir
2/48
1,030Cr
0.99%
11.93%
21.9%
6.58
0.98
0.98
1.64
2.24
ICICI Prudential Business Cycle Fund
3/48
15,813Cr
0.56%
1.79%
20.06%
6.03
0.90
0.98
1.55
1.39

Baroda BNP Paribas Business Conglomerates Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Total Investment

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Absolute Return

Baroda BNP Paribas Business Conglomerates Fund Asset Allocation

See fund asset allocation details as on (14-May-26)

Fund Distribution

as on (14-May-26)

Large cap
75.5%

Mid cap
9.3%

Small cap
8.3%

Mid Cap allocation has gone up from 9.2% to 9.3%
Mid Cap allocation has gone up from 9.2% to 9.3%
Large Cap allocation has gone up from 74.2% to 75.5%
Large Cap allocation has gone up from 74.2% to 75.5%
Small Cap allocation has gone down from 9.4% to 8.3%
Small Cap allocation has gone down from 9.4% to 8.3%
Debt allocation has gone down from 2.4% to 2.2%
Debt allocation has gone down from 2.4% to 2.2%
Cash allocation has gone up from 3.4% to 3.5%
Cash allocation has gone up from 3.4% to 3.5%

Baroda BNP Paribas Business Conglomerates Fund Sector Allocation

See fund sector allocation details as on (14-May-26)

Sector Allocation

Consumer Cyclical
19.1%
Financial Services
19%
Industrial
15.2%
Tech
12.5%
Basic Materials
12.3%
Energy
11.1%
Consumer Defensive
4.2%
Health
3.4%
Utilities
3.3%

Top 3 Sectors in April were Government, Consumer Cyclical & Financial Services

Apr'26

Government

31%

Consumer Cyclical

22%

Financial Services

17%

Mar'26

Government

36%

Consumer Cyclical

22%

Financial Services

16%

Baroda BNP Paribas Business Conglomerates Fund Holdings Details

as on (30-Apr-26)

Top Stocks bought last month
Tata Power Co Ltd's allocation increased from 2.19% to 3.24%
Tata Power Co Ltd's allocation increased from 2.19% to 3.24%
Larsen & Toubro Ltd's allocation increased from 8.11% to 8.5%
Larsen & Toubro Ltd's allocation increased from 8.11% to 8.5%
Adani Ports & Special Economic Zone Ltd's allocation increased from 2.28% to 2.63%
Adani Ports & Special Economic Zone Ltd's allocation increased from 2.28% to 2.63%
Top Stocks sold last month
Reliance Industries Ltd's allocation decreased from 8.75 % to 8.52 %
Reliance Industries Ltd's allocation decreased from 8.75 % to 8.52 %
Mahindra & Mahindra Ltd's allocation decreased from 7.27 % to 6.97 %
Mahindra & Mahindra Ltd's allocation decreased from 7.27 % to 6.97 %
Tata Consultancy Services Ltd's allocation decreased from 3.07 % to 2.95 %
Tata Consultancy Services Ltd's allocation decreased from 3.07 % to 2.95 %

Baroda BNP Paribas Business Conglomerates Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.69%
Benchmark
BSE Select Business Group TRI TR INR
AUM₹680 Cr
Inception Date22 September, 2025
Min Lumpsum/SIP₹1,000/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
0%
Risk
Risk meter
pointer
Very High Risk

About Baroda BNP Paribas Business Conglomerates Fund

Baroda BNP Paribas Business Conglomerates Fund is an equity fund. This fund was started on 22 September, 2025. The fund is managed by Jitendra Sriram, Kushant Arora. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Baroda BNP Paribas Business Conglomerates Fund has ₹680 Cr worth of assets under management (AUM) as on May 2026 and is more than category average.
  2. The fund has an expense ratio 0.7.

Returns

Baroda BNP Paribas Business Conglomerates Fund has given a CAGR return of -1.80% since inception.

Holdings

Baroda BNP Paribas Business Conglomerates Fund has allocated its funds majorly in Cash Equivalent, Government, Consumer Cyclical, Financial Services, Basic Materials, Industrial, Energy, Tech, Health, Utilities, Consumer Defensive. Its top holdings are Reliance Industries Ltd, Larsen & Toubro Ltd, Mahindra & Mahindra Ltd, Bajaj Finance Ltd, Titan Co Ltd

Taxation

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Baroda BNP Paribas Business Conglomerates Fund

The investment objective of the Scheme is to achieve long term capital appreciation by investing in equity and equity related securities of companies that are part of business conglomerates in India. The Scheme does not guarantee/indicate any returns. However, there can be no assurance that the investment objective of the Scheme will be realized.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. Baroda BNP Paribas Business Conglomerates Fund has no lock in period.

Fund Manager

Jitendra Sriram

Fund Manager of Baroda BNP Paribas Business Conglomerates Fund, since 22 September 2025

Kushant Arora

Fund Manager of Baroda BNP Paribas Business Conglomerates Fund, since 22 September 2025

Learn more about BNP Paribas Mutual Fund
Parameters
Apr'26
Mar'26
Feb'26
AUM
₹ 679.9 Cr
₹ 621.8 Cr
₹ 713.9 Cr
  • AUM of the fund stands at 679.9 Cr as of Apr'26
  • AUM increased by 58 Cr between Apr'26 and Mar'26

Frequently Asked Questions for Baroda BNP Paribas Business Conglomerates Fund

How do I invest in Baroda BNP Paribas Business Conglomerates Fund?

INDmoney makes it simple to invest in the Baroda BNP Paribas Business Conglomerates Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Baroda BNP Paribas Business Conglomerates Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Baroda BNP Paribas Business Conglomerates Fund?

The NAV of the fund today is ₹9.82. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

Who is the fund manager of Baroda BNP Paribas Business Conglomerates Fund?

The fund managers are Jitendra Sriram, Kushant Arora.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-1 Years. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.69%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹680 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Baroda BNP Paribas Business Conglomerates Fund?

The top 3 holdings of the fund are Reliance Industries Ltd(8.52%), Larsen & Toubro Ltd(8.5%), Mahindra & Mahindra Ltd(6.97%)