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Baroda BNP Paribas

Baroda BNP Paribas Business Conglomerates Fund Direct

Sectoral / ThematicEquityVery High risk

NAV · Direct-Growth

₹10.39-0.04-0.36%

As of 18 Aug 2026 · AMFI

NAV growth+3.9%
20252026
Arthkar verdictA balanced read

Cost

Average

0.60% vs NaN% peers

1Y return

3Y CAGR

5Y CAGR

AUM

₹621.82 Cr

fund size

Expense

0.60%

direct plan

Volatility 3Y

3Y std dev

In plain English

Baroda BNP Paribas Business Conglomerates Fund Direct is a Sectoral / Thematic scheme from Baroda BNP Paribas. The portfolio is ~94% in equities. Worst historical drawdown: -15% in Mar 2026, recovered in 4 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF251K01VJ6

NAV (Direct-Growth)

₹10.3910

Last 1Y

+3.91%

Sept 25Min ₹8.99 · Max ₹10.54 · 223 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2026

-14.7%

Peak ₹10.54 on 2 Jan 2026 → trough ₹8.99 on 30 Mar 2026 (3 months down).

Recovered in 4 months· 5 Aug 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

5

Honesty score

5 / 5

Solid scheme on the dimensions we check. No red flags.

  • Expense ratio

    0.60% — well below typical 1% for equity.

  • AUM size

    ₹622 Cr.

  • Sector concentration

    Top 3 sectors = 49.2% — diversified across sectors.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W-1.00%-0.40%230/ 286
1M+3.07%+2.47%124/ 286
3M+6.58%+8.01%168/ 286
6M+0.30%+6.33%200/ 278
YTD-0.17%+6.03%196/ 273

Portfolio composition

Asset allocation

  • Equity94.21%
  • Debt2.37%
  • Cash3.41%

By market cap

  • Large cap74.24%
  • Mid cap9.24%
  • Small cap5.62%
  • Others10.90%

Concentration

Holdings

46

Avg market cap

₹2.12 L Cr

Top 10 stocks

45.23%

Top 5 stocks

31.63%

Top 3 sectors

49.22%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight
  • 1

    Reliance Industries Ltd

    8.75%
  • 2

    Larsen & Toubro Ltd

    8.11%
  • 3

    Mahindra & Mahindra Ltd

    7.27%
  • 5

    Bajaj Finance Ltd

    4.06%
  • 6

    Titan Co Ltd

    3.43%
  • 7

    Tata Consultancy Services Ltd

    3.07%
  • 8

    State Bank of India

    2.69%
  • 9

    Hindustan Zinc Ltd

    2.69%
  • 10

    JSW Steel Ltd

    2.60%
  • 11

    Bajaj Auto Ltd

    2.54%
  • 12

    Torrent Pharmaceuticals Ltd

    2.44%
  • 13

    Tata Capital Ltd

    2.38%
  • 14

    6.79% Govt Stock 2034

    2.37%
  • 15

    Adani Ports & Special Economic Zone Ltd

    2.28%
  • 16

    Tata Power Co Ltd

    2.19%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff
  • P/E ratio22.5025.73-3.23
  • P/B ratio3.633.85-0.22
  • Price / Sales2.402.77-0.37
  • Price / Cash Flow15.7817.41-1.63
  • Dividend yield1.20%1.35%-0.15
  • Return on equity (ROE)0.00%

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.