Baroda BNP P Bank & Fin Srvs Reg Bns

Baroda BNP P Bank & Fin Srvs Reg Bns Fund Details and Key Information

Baroda BNP P Bank & Fin Srvs Reg Bns is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹396.53 Cr

• Expense Ratio: 2.40%

• Cash Holding: 7.18%

• Plan Type: Dividend

• Benchmark: Nifty Financial Services TR INR

• Launch Date: 2014-06-09

• Exit Load: 1.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

Baroda BNP P Bank & Fin Srvs Reg Bns Returns and Performance

Baroda BNP P Bank & Fin Srvs Reg Bns has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: -0.81%

• 3 Months: 0.10%

• 6 Months: -7.53%

• 1 Year: 2.66%

• 3 Years: 0.67%

• 5 Years: -

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

Baroda BNP P Bank & Fin Srvs Reg Bns Risk Level and Volatility

Understanding risk is important before investing. Baroda BNP P Bank & Fin Srvs Reg Bns falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Very High Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

Baroda BNP P Bank & Fin Srvs Reg Bns Portfolio Allocation

The asset allocation of Baroda BNP P Bank & Fin Srvs Reg Bns shows how investments are distributed across asset classes.

• Equity Allocation: 91.59%

• Cash Allocation: 7.18%

This allocation plays a key role in determining the fund’s risk and return profile.

Baroda BNP P Bank & Fin Srvs Reg Bns Sector Allocation

Baroda BNP P Bank & Fin Srvs Reg Bns diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Financial Services: 90.49%

• Technology: 1.11%

Sector allocation data helps investors understand which industries the fund is focusing on.

Baroda BNP P Bank & Fin Srvs Reg Bns Fund House

Baroda BNP P Bank & Fin Srvs Reg Bns is managed by:

AMC Name: Baroda BNP Paribas Asset Management India Pvt. Ltd.

A strong fund house with a proven track record can improve investor confidence.

Baroda BNP P Bank & Fin Srvs Reg Bns Minimum Investment

Investors can start investing in Baroda BNP P Bank & Fin Srvs Reg Bns with:

Minimum Investment: ₹5,000

This makes the fund accessible for both beginners and experienced investors.