Baroda BNP Paribas Business Cycle Fund

Baroda BNP Paribas Business Cycle Fund

Equity

BNP Paribas Mutual Fund

Equity - Other

Get the latest NAV of Baroda BNP Paribas Business Cycle 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.

₹16.63

▲0.6%1D

NAV as on 20 May 2026

11.5%/per year

Since Inception

Absolute Gain%

▲▼

49 people have invested ₹ 2.6L in Baroda BNP Paribas Business Cycle Fund in the last three months

Baroda BNP Paribas Business Cycle 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, 3Y, but underperformed over 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-0.11%
-1.56%
-2.7%
3.86%
16.65%
--
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%
--
--
--

Baroda BNP Paribas Business Cycle Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

24
/48
28% Performance
64% Risk Management
82% Cost

Ranked 24 out of 48 mutual funds in the equity - other category as per INDmoney.

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 Cycle Fund
24/48
561Cr
0.83%
3.86%
16.65%
--
--
0.66
1.00
--
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
See all
Positive: Lower volatility within category
Lower volatility within category
Positive: Protects capital during bear phase
Protects capital during bear phase
Negative: No bad points found for this fund.
No bad points found for this fund.

Baroda BNP Paribas Business Cycle Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Baroda BNP Paribas Business Cycle Fund Asset Allocation

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

Fund Distribution

as on (14-May-26)

Large cap
60.2%
Mid cap
21.9%
Small cap
11.2%
Large Cap allocation has gone down from 63.7% to 60.2%
Large Cap allocation has gone down from 63.7% to 60.2%
Small Cap allocation has gone up from 10.4% to 11.2%
Small Cap allocation has gone up from 10.4% to 11.2%
Mid Cap allocation has gone up from 21.5% to 21.9%
Mid Cap allocation has gone up from 21.5% to 21.9%
Cash allocation has gone up from 4.4% to 5.1%
Cash allocation has gone up from 4.4% to 5.1%

Baroda BNP Paribas Business Cycle Fund Sector Allocation

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

Sector Allocation

Financial Services
31.1%
Consumer Cyclical
15.6%
Industrial
14.4%
Health
10.6%
Tech
8.4%
Energy
5.8%
Consumer Defensive
4.8%
Basic Materials
4%
Communication
2.5%
Real Estate
1.4%
Utilities
1.4%

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

Apr'26

Financial Services

24%

Industrial

18%

Consumer Cyclical

15%

Mar'26

Financial Services

24%

Consumer Cyclical

16%

Industrial

15%

Baroda BNP Paribas Business Cycle Fund Holdings Details

as on (30-Apr-26)

Top Stocks bought last month
Hitachi Energy India Ltd Ordinary Shares's allocation increased from 5.25% to 6.24%
Hitachi Energy India Ltd Ordinary Shares's allocation increased from 5.25% to 6.24%
Bharat Heavy Electricals Ltd's allocation increased from 1.74% to 2.26%
Bharat Heavy Electricals Ltd's allocation increased from 1.74% to 2.26%
Oracle Financial Services Software Ltd's allocation increased from 1.02% to 1.3%
Oracle Financial Services Software Ltd's allocation increased from 1.02% to 1.3%
Top Stocks sold last month
Reliance Industries Ltd's allocation decreased from 5.49 % to 5.28 %
Reliance Industries Ltd's allocation decreased from 5.49 % to 5.28 %
ICICI Bank Ltd's allocation decreased from 5.35 % to 5.07 %
ICICI Bank Ltd's allocation decreased from 5.35 % to 5.07 %
HDFC Bank Ltd's allocation decreased from 4.93 % to 4.71 %
HDFC Bank Ltd's allocation decreased from 4.93 % to 4.71 %

Baroda BNP Paribas Business Cycle Fund Overview

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

Expense ratio0.83%
Benchmark
BSE 500 PR INR
AUM₹561 Cr
Inception Date15 September, 2021
Min Lumpsum/SIP₹5,000/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
63.17%
Risk
Risk meter
pointer
Very High Risk

About Baroda BNP Paribas Business Cycle Fund

Baroda BNP Paribas Business Cycle Fund is an equity fund. This fund was started on 15 September, 2021. The fund is managed by Kushant Arora, Jitendra Sriram. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Baroda BNP Paribas Business Cycle Fund has ₹561 Cr worth of assets under management (AUM) as on May 2026 and is more than category average.
  2. The fund has an expense ratio 0.8.

Returns

Baroda BNP Paribas Business Cycle Fund has given a CAGR return of 11.50% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 3.86% and 16.65% respectively.

Holdings

Baroda BNP Paribas Business Cycle Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Tech, Health, Consumer Defensive, Energy, Basic Materials, Utilities, Communication, Real Estate. Its top holdings are Hitachi Energy India Ltd Ordinary Shares, Reliance Industries Ltd, ICICI Bank Ltd, HDFC Bank Ltd, Larsen & Toubro 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 Cycle Fund

The investment objective of the Scheme is to generate long term capital appreciation for investors by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. However, there is no assurance that the investment objective of the Scheme will be achieved.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. Baroda BNP Paribas Business Cycle Fund has no lock in period.

Fund Manager

Kushant Arora

Fund Manager of Baroda BNP Paribas Business Cycle Fund, since 21 October 2024

Jitendra Sriram

Fund Manager of Baroda BNP Paribas Business Cycle Fund, since 1 November 2023

Learn more about BNP Paribas Mutual Fund
Parameters
Apr'26
Mar'26
Feb'26
AUM
₹ 560.9 Cr
₹ 507.2 Cr
₹ 567.6 Cr
  • AUM of the fund stands at 560.9 Cr as of Apr'26
  • AUM increased by 53.7 Cr between Apr'26 and Mar'26

Compare Baroda BNP Paribas Business Cycle Fund

Baroda BNP Paribas Business Cycle Fund

VS

ICICI Prudential India Opportunities Fund

Frequently Asked Questions for Baroda BNP Paribas Business Cycle Fund

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

INDmoney makes it simple to invest in the Baroda BNP Paribas Business Cycle Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Baroda BNP Paribas Business Cycle 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 Cycle Fund?

The NAV of the fund today is ₹16.63. 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.

What is the return on the fund?

Baroda BNP Paribas Business Cycle Fund fund has generated a return of 3.86% in 1 year, 16.65% in 3 years

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

The fund managers are Kushant Arora, Jitendra Sriram.

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 0.83%. 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 ₹561 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 Cycle Fund?

The top 3 holdings of the fund are Hitachi Energy India Ltd Ordinary Shares(6.24%), Reliance Industries Ltd(5.28%), ICICI Bank Ltd(5.07%)