Comprehensive analysis of Baroda BNP Paribas Equity Savings Fund - Direct (IDCW) (40663) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Baroda BNP Paribas Asset Management India Ltd
The primary objective of the Scheme is to generate capital appreciation and income by using arbitrage opportunities, investment in equity / equity related instruments and debt/ money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be realized.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Moderate Returns
High Risk
Moderate Expenses
Diversified
Seasoned Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Recent performance momentum
Market exposure level
Fund manager experience
Risk-adjusted returns
Historical performance consistency
Fund management costs
Assets under management
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| Net CA & Others | Debt Others | 29.71% |
| GSEC2033 | Govt. Securities | 6.41% |
| HDFC Bank Ltd | Banks | 6.16% |
| Reliance Industries Ltd | Refineries | 4.69% |
| GSEC2030 | Govt. Securities | 4.04% |
| Power Finance Corporation Ltd | Finance - Term-Lending Institutions | 3.90% |
| Bharti Airtel Ltd | Telecomm-Service | 3.90% |
| Brookfield India Real Estate Trust | Infra/ Real Estate Investment Trust | 3.40% |
| Tata Power Company Ltd | Power Generation & Distribution | 3.21% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 2.62% |
Compare against Equity Savings category average
This comparison shows how the fund performs relative to the Equity Savings category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Equity Savings category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Sundaram Equity Savings Fund - Direct (G) | ₹81.85 | 7.77% | 5.29% | 12.69% |
| HDFC Equity Savings Fund - Direct (G) | ₹73.87 | 7.52% | 3.90% | 11.10% |
| Sundaram Equity Savings Fund (G) | ₹70.37 | 6.96% | 3.69% | 10.86% |
| HDFC Equity Savings Fund (G) | ₹65.91 | 7.00% | 2.89% | 10.06% |
| Tata Equity Saving Fund-Dir (App) | ₹62.32 | 5.81% | 5.81% | 10.50% |
| PGIM India Equity Savings Fund-Dir (G) | ₹56.09 | 5.18% | 5.74% | 7.92% |
| Tata Equity Saving Fund - (App) | ₹55.25 | 5.48% | 5.15% | 9.71% |
| PGIM India Equity Savings Fund (G) | ₹49.47 | 4.78% | 4.92% | 7.07% |
| HSBC Equity Savings Fund - Direct (G) | ₹37.92 | 12.40% | 6.36% | 14.50% |
| Bandhan Equity Savings Fund - Direct (G) | ₹34.91 | 4.68% | 6.20% | 8.65% |
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