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Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth

Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth

NAV as on 29-04-2025

₹ 30.56

-0.6%

1D

Inception Returns

14.7%

/yr

Historical NAV & Returns

Absolute

zero opening, trading, fund transfer fee
482 people have invested ₹ 17.4L in Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth in the last three months

About Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth

Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 7 April, 2017. The fund is managed by Gurvinder Wasan, Pratish Krishnan. This fund gives you the benefit of diversification.

Key Parameters

  1. Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth has ₹1150 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
  2. The fund has an expense ratio 0.6.

Returns

Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth has given a CAGR return of 14.73% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.74%, 15.70% and 20.63% respectively.

Holdings

Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth has allocated its funds majorly in Corporate, Government, Financial Services, Industrial, Cash Equivalent, Consumer Cyclical, Tech, Energy, Consumer Defensive, Basic Materials, Health, Communication, Utilities, Securitize.

Taxation

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
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
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

Investment objective of Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth

The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments. 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 and lockin period

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

Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth Overview

Expense ratio0.58%
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM₹1150 Cr
Inception Date7 April, 2017
Min Lumpsum/SIP₹5000/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
0.85%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

INDmoney Rank for Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth

Powered by IND quant engine
6
/18
46% Performance
46% Risk Management
70% Cost
6 out of 18 among aggressive allocation

Trailing Returns

as on (29-Apr-25)

Period
Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth
Aggressive Allocation Index
1M
1.4%
1.5%
3M
1.1%
2%
6M
-2.1%
-1.7%
1Y
6.7%
7.4%
3Y
15.7%
14.2%
5Y
20.6%
20.8%

Fund Distribution

as on (31-Mar-25)

  • Equity 68.9%

  • Debt & Cash 31.1%

Large cap
52%

Mid cap
13%

Small cap
3.1%

Sector Allocation

Mar'25

Feb'25

Jan'25

Dec'24

Nov'24

Oct'24

Sep'24

Financial Services
26.3%
Industrial
18.1%
Consumer Cyclical
12.8%
Tech
11.6%
Energy
10.3%
Consumer Defensive
7.8%
Basic Materials
5%
Health
3.1%
Communication
3%
Utilities
1.9%
All changes are between Oct'69 and Dec'69
Parameters
Mar'25
Feb'25
Jan'25
AUM
₹ 1.1K Cr
₹ 1.1K Cr
₹ 1.2K Cr
  • AUM of the fund stands at 1.1K Cr as of Mar'25
  • AUM has remained same between Mar'25 and Feb'25
Top Stocks bought last month
Rec Limited's allocation increased from 0.25% to 0.84%
Rec Limited's allocation increased from 0.25% to 0.84%
Muthoot Finance Limited's allocation increased from 0.55% to 0.85%
Muthoot Finance Limited's allocation increased from 0.55% to 0.85%
Indian Railway Finance Corporation Limited's allocation increased from 0.57% to 0.85%
Indian Railway Finance Corporation Limited's allocation increased from 0.57% to 0.85%
Top Stocks sold last month
Piramal Capital & Housing Finance Limited's allocation decreased from 5.26 % to 1.62 %
Piramal Capital & Housing Finance Limited's allocation decreased from 5.26 % to 1.62 %
Hindustan Petroleum Corporation Limited's allocation decreased from 5.26 % to 0.69 %
Hindustan Petroleum Corporation Limited's allocation decreased from 5.26 % to 0.69 %
National Bank For Agriculture And Rural Development's allocation decreased from 5.26 % to 0.64 %
National Bank For Agriculture And Rural Development's allocation decreased from 5.26 % to 0.64 %

Top 3 Sectors in March were Corporate, Government & Financial Services

Mar'25
Corporate
51%
Government
34%
Financial Services
26%
Feb'25
Corporate
54%
Government
30%
Financial Services
28%
  • Equity

  • Debt & Cash

Holdings
Weight%
1M Change
HDFC Bank Ltd
HDFC Bank Ltd
6.44%
0%
ICICI Bank Ltd
ICICI Bank Ltd
6.12%
0%
Reliance Industries Ltd
Reliance Industries Ltd
4.69%
0%
Larsen & Toubro Ltd
Larsen & Toubro Ltd
4.1%
0%
Tata Consultancy Services Ltd
Tata Consultancy Services Ltd
2.82%
0%
  • Returns %

  • Fund Ratios

  • Overview

Funds
1Y Returns
3Y Returns
5Y Returns
Since Inception
Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth
Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth
6.74%
15.7%
20.63%
14.73%
DSP Aggressive Hybrid Fund Direct Plan Growth
DSP Aggressive Hybrid Fund Direct Plan Growth
20.07%
17.38%
21.34%
14.76%
SBI Equity Hybrid Fund Direct Growth
SBI Equity Hybrid Fund Direct Growth
14.78%
13.4%
19.09%
15.08%
Axis Aggresive Hybrid Fund Direct Growth
Axis Aggresive Hybrid Fund Direct Growth
13.59%
11.08%
17.68%
12.34%
Fund
Mar'25
Feb'25
Jan'25
No of Holdings
83
88
83
Top 5 Company Concentration
24.2%
23.6%
23.5%
Company having highest exposure
HDFC Bank Ltd (6.4%)
HDFC Bank Ltd (6.4%)
HDFC Bank Ltd (6%)
No of Sectors
13
13
13
Top 5 Sectors Concentration
142.3%
142.3%
141.5%
Sector having highest exposure
Corporate (50.6%)
Corporate (54.1%)
Corporate (55.7%)
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Gurvinder Wasan
Gurvinder Wasan
Fund Manager of Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth, since 21 October 2024
Pratish Krishnan
Pratish Krishnan
Fund Manager of Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth, since 14 March 2022
Fund House
Baroda BNP Paribas Asset Management India Pvt. Ltd.
Total AUM
₹43.47K Cr
as on 31-Mar-2025
Address
Baroda BNP Paribas Mutual Fund,Crescenzo, 7th Floor, G-Block,,Bandra Kurla Complex
Phone
+912269209600
Website
service@barodabnpparibasmf.in

Mutual Fund Insights

Insights icon
In the last 3 years, JM Aggressive Hybrid Fund (Direct) - Growth Option has given 22.46% return, outperforming this fund by 6.76% per annum.
Insights icon
This fund has one of the lowest expense ratio in the category (aggressive allocation). Its expense ratio is 0.58% which is lower than the category average expense ratio of 1.25%.
Insights icon
Over the last 1 month, this fund has experienced a 5.4% growth in AUM moving from 1.09K Cr to 1.14K Cr.
Insights icon
In the last 1 year, DSP Aggressive Hybrid Fund Direct Plan Growth has given 18.19% return, outperforming this fund by 11.45%.
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Over the last 6 months, this fund has increased expense ratio by 20.8% moving from 0.48 to 0.58.
Insights icon
In the last 5 years, JM Aggressive Hybrid Fund (Direct) - Growth Option has given 29.33% return, outperforming this fund by 8.7% per annum.

Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 14.73% since inception which is more than its category average return of 12.79%
Fund Allocations

Fund Allocations

This fund has an allocation of 68.88% in Equity, 27.45% in Debt and 3.67% in Cash related instruments
AUM size ₹1150 Cr

AUM size ₹1150 Cr

This fund has AUM of ₹1150 Cr which is less than its category average of ₹ 6337 Cr
Expense Ratio 0.58%

Expense Ratio 0.58%

This fund has an expense ratio of 0.58% which is less than its category average expense ratio of 1.46%

Frequently Asked Questions for Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth

The current NAV of Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth is ₹30.56 as on 29-Apr-2025.
Existing (Absolute + CAGR) as on 29-Apr-2025.
Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
1.43%
1.43%
6 Month Returns
-2.08%
-2.08%
1 Year Returns
6.74%
6.74%
3 Years Returns
54.88%
15.7%
With INDmoney, the process of investing is very simple and involves zero commission.
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  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
0.58% as on March 2025
₹1150 Cr as on March 2025
HDFC Bank Ltd(6.44%), ICICI Bank Ltd(6.12%), Reliance Industries Ltd(4.69%), Larsen & Toubro Ltd(4.1%), 6.79% Govt Stock 2034(2.87%) as on March 2025
Financial Services(18.11%), Corporate(15.76%), Industrial(12.46%) as on March 2025
AAA
72.38
AA
27.62
Gurvinder Wasan, Pratish Krishnan are the fund managers of Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth
The Exit load of Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth is 1%