Baroda BNP Paribas Small Cap Fund Direct Growth

Baroda BNP Paribas Small Cap Fund Direct Growth is an equity fund. This fund was started on 30 October, 2023. The fund is managed by Shiv Chanani, Himanshu Singh. The fund could potentially beat inflation in the long-run.

1. Baroda BNP Paribas Small Cap Fund Direct Growth has ₹1286 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
2. The fund has an expense ratio 0.9.
   

Baroda BNP Paribas Small Cap Fund Direct Growth has given a CAGR return of 15.87% since inception. Over the last 1 year the fund has given a CAGR return of -4.60%.

Baroda BNP Paribas Small Cap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Government, Financial Services, Basic Materials, Health, Consumer Cyclical, Consumer Defensive, Utilities, Tech, Communication, Real Estate. Its top holdings are GE Vernova T&D India Ltd, Hitachi Energy India Ltd Ordinary Shares, KSB Ltd, Mahanagar Gas Ltd, Karur Vysya Bank Ltd

As it is a small-cap 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.

The Scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities of small cap companies. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. Baroda BNP Paribas Small Cap Fund Direct Growth has no lock in period.