Baroda BNP Paribas Energy Opportunities Fund Direct Growth
Get the latest NAV of Baroda BNP Paribas Energy Opportunities Fund Direct Growth. 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.
₹11.59
1D
NAV as on 30 Jun 2025
15.88%/per year
Since Inception
▲▼
309 people have invested ₹ 21.9L in Baroda BNP Paribas Energy Opportunities Fund Direct Growth in the last three months
Baroda BNP Paribas Energy Opportunities Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (30-Jun-25)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Baroda BNP Paribas Energy Opportunities Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Baroda BNP Paribas Energy Opportunities Fund Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 95.7%
Debt & Cash 4.3%
Baroda BNP Paribas Energy Opportunities Fund Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 95.7%
Debt & Cash 4.3%
Baroda BNP Paribas Energy Opportunities Fund Holdings Details
as on (31-May-25)
Equity
Debt & Cash
Baroda BNP Paribas Energy Opportunities Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.7% |
Benchmark | Nifty Energy TR INR |
| AUM | ₹757 Cr |
| Inception Date | 10 February, 2025 |
| Min Lumpsum/SIP | ₹1000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Energy Opportunities Fund Direct Growth is an equity fund. This fund was started on 10 February, 2025. The fund is managed by Sanjay Chawla. The fund could potentially beat inflation in the long-run.
Key Parameters
- Baroda BNP Paribas Energy Opportunities Fund Direct Growth has ₹757 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- The fund has an expense ratio 0.7.
Returns
Baroda BNP Paribas Energy Opportunities Fund Direct Growth has given a CAGR return of 15.88% since inception.
Holdings
Baroda BNP Paribas Energy Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Government, Energy, Utilities, Industrial, Basic Materials. Its top holdings are Reliance Industries Ltd, NTPC Ltd, Coal India Ltd, Hindustan Petroleum Corp Ltd, Oil & Natural Gas Corp Ltd
Taxation
As it is a sector - energy 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 benefitDividends 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 Energy Opportunities Fund Direct Growth
The investment objective of the Scheme is to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies engaging in activities such as exploration, production, distribution, transportation and processing of traditional & new energy including but not limited to industries/sectors such as oil & gas, utilities and power.
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 Energy Opportunities Fund Direct Growth has no lock in period.
Fund Manager
Sanjay Chawla
Fund Manager of Baroda BNP Paribas Energy Opportunities Fund Direct Growth, since 10 February 2025
More funds from BNP Paribas
3Y CAGR
▲ 25.88
5Y CAGR
▲ 28.03
Frequently Asked Questions for Baroda BNP Paribas Energy Opportunities Fund Direct Growth
How do I invest in Baroda BNP Paribas Energy Opportunities Fund?
- Download the INDmoney app.
- Search for ‘Baroda BNP Paribas Energy Opportunities 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.