Baroda BNP Paribas Aqua Fund of Fund Direct Reinvestment Income Dist cum Cap Wdrl

Baroda BNP Paribas Aqua Fund of Fund Direct Reinvestment Income Dist cum Cap Wdrl is an equity fund. This fund was started on 7 May, 2021. The fund is managed by . The fund could potentially beat inflation in the long-run.

1. Baroda BNP Paribas Aqua Fund of Fund Direct Reinvestment Income Dist cum Cap Wdrl has ₹40 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
2. The fund has an expense ratio 0.5.
   

Baroda BNP Paribas Aqua Fund of Fund Direct Reinvestment Income Dist cum Cap Wdrl has given a CAGR return of 7.85% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 8.46% and 12.31% respectively.

Baroda BNP Paribas Aqua Fund of Fund Direct Reinvestment Income Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Industrial, Utilities, Basic Materials, Health, Tech. Its top holdings are BNP Paribas Aqua UI8 USD C

As it is a global - 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.

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BNP Paribas Funds Aqua (Lux). 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 Aqua Fund of Fund Direct Reinvestment Income Dist cum Cap Wdrl has no lock in period.