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.

₹16.72

▼-0.6%1D

NAV as on 05 Feb 2026

12.42%/per year

Since Inception

Absolute Gain%

▲▼

46 people have invested ₹ 4.4L 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 (05-Feb-26)

The fund has outperformed the benchmark (Nifty 500) over 3Y, but underperformed over 1Y, 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-3.27%
-0.44%
2.54%
5.55%
17.54%
--
Nifty 500
-2.69%
-1.11%
2.69%
7.47%
16.09%
13.78%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
5.08%
11.22%
22.37%
33.23%
34.26%
29.96%
Worst in Equity - Other
-7.16%
-11.23%
-10.69%
-12.03%
8.16%
8.45%
Category Rank
25/45
24/40
21/39
12/32
--
--

Baroda BNP Paribas Business Cycle Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

27
/46
26% Performance
65% Risk Management
55% Cost

Ranked 27 out of 46 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
27/46
585Cr
0.92%
5.55%
17.54%
--
--
0.80
1.27
--
ICICI Prudential India Opportunities Fund
1/46
34,779Cr
0.66%
13.16%
24.81%
7.84
0.83
1.42
2.75
1.69
Nippon India Quant Fund
2/46
110Cr
0.53%
11.95%
21.05%
4.15
1.00
1.05
1.87
1.40
ICICI Prudential Business Cycle Fund
3/46
15,958Cr
0.75%
16.81%
23.91%
6.85
0.85
1.32
2.60
1.51
See all
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-Jan-26)

Fund Distribution

as on (14-Jan-26)

Large cap
62.3%
Mid cap
21.9%
Small cap
12.8%
Mid Cap allocation has gone up from 20.6% to 21.9%
Mid Cap allocation has gone up from 20.6% to 21.9%
Large Cap allocation has gone up from 59.9% to 62.3%
Large Cap allocation has gone up from 59.9% to 62.3%
Small Cap allocation has gone up from 10.8% to 12.8%
Small Cap allocation has gone up from 10.8% to 12.8%
Cash allocation has gone down from 3.6% to 1%
Cash allocation has gone down from 3.6% to 1%
Debt allocation has gone up from 0% to 0.8%
Debt allocation has gone up from 0% to 0.8%

Baroda BNP Paribas Business Cycle Fund Sector Allocation

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

Sector Allocation

Financial Services
28.1%
Consumer Cyclical
15.3%
Industrial
15%
Health
11%
Tech
9%
Consumer Defensive
7.2%
Energy
5.7%
Basic Materials
2.8%
Utilities
2.4%
Communication
2.2%
Real Estate
1.3%

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

Dec'25

Financial Services

29%

Government

27%

Consumer Cyclical

16%

Nov'25

Financial Services

30%

Consumer Cyclical

15%

Industrial

14%

Baroda BNP Paribas Business Cycle Fund Holdings Details

as on (31-Jan-26)

Top Stocks bought last month
Hindustan Zinc Ltd's allocation increased from 1.11% to 1.41%
Hindustan Zinc Ltd's allocation increased from 1.11% to 1.41%
ZF Commercial Vehicle Control Systems India Ltd's allocation increased from 1.41% to 1.6%
ZF Commercial Vehicle Control Systems India Ltd's allocation increased from 1.41% to 1.6%
Tata Motors Ltd's allocation increased from 1.17% to 1.34%
Tata Motors Ltd's allocation increased from 1.17% to 1.34%
Top Stocks sold last month
HDFC Bank Ltd's allocation decreased from 6.91 % to 6.72 %
HDFC Bank Ltd's allocation decreased from 6.91 % to 6.72 %
ICICI Bank Ltd's allocation decreased from 5.64 % to 5.51 %
ICICI Bank Ltd's allocation decreased from 5.64 % to 5.51 %
Hitachi Energy India Ltd Ordinary Shares's allocation decreased from 4.2 % to 3.52 %
Hitachi Energy India Ltd Ordinary Shares's allocation decreased from 4.2 % to 3.52 %

Baroda BNP Paribas Business Cycle Fund Overview

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

Expense ratio0.92%
Benchmark
BSE 500 PR INR
AUM₹585 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 ₹585 Cr worth of assets under management (AUM) as on Jan 2026 and is more than category average.
  2. The fund has an expense ratio 0.9.

Returns

Baroda BNP Paribas Business Cycle Fund has given a CAGR return of 12.42% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 5.55% and 17.54% respectively.

Holdings

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

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
Dec'25
Nov'25
Oct'25
AUM
₹ 584.5 Cr
₹ 590.5 Cr
₹ 580.9 Cr
  • AUM of the fund stands at 584.5 Cr as of Dec'25
  • AUM decreased by 5.9 Cr between Dec'25 and Nov'25

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 ₹16.72. 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 5.55% in 1 year, 17.54% 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 0.92%. 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 ₹585 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 HDFC Bank Ltd(6.72%), Reliance Industries Ltd(5.56%), ICICI Bank Ltd(5.51%)