Baroda BNP Paribas Business Conglomerates Fund
The Scheme seeks to achieve long term capital appreciation by investing in equity and equity related securities of companies that are part of business conglomerates in India. The Scheme does not guarantee/indicate any returns.
Growthvine rating: 1/5 — ranked #155 of 186 in category.
Fund basics
| Category | Equity: Thematic |
|---|
| NAV | ₹9.19 (as of 2026-10-23) |
|---|
| AUM | ₹579 Cr |
|---|
| Expense ratio | 2.05% |
|---|
| Riskometer | Very High |
|---|
| Fund manager | Kushant Arora |
|---|
| Exit load | For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year |
|---|
Performance & risk
| Standard deviation | 0.00% |
|---|
| Max drawdown | −15.04% |
|---|
| Alpha | 0 |
|---|
| Beta | 0 |
|---|
Over 5 years, captured 91.6% of Nifty 500's upside and — of its downside.
Market cap allocation
| Large cap | 78.7% |
|---|
| Mid cap | 11.8% |
|---|
| Small cap | 9.6% |
|---|
Concentration
| Top 5 holdings | 29.3% |
|---|
| Top 10 holdings | 45.4% |
|---|
| Total holdings | 43 |
|---|
Top holdings
- Larsen & Toubro Limited — 7.8%
- Mahindra & Mahindra Ltd. — 7.3%
- Bajaj Finance Limited — 5.2%
- Reliance Industries Ltd — 4.7%
- Titan Company Limited — 4.3%
- UltraTech Cement Ltd — 3.7%
- Bajaj Auto Limited — 3.4%
- JSW Steel Limited — 3.1%
- Hindustan Zinc Ltd. — 2.9%
- Tata Consultancy Services Ltd. — 2.9%
Top sectors
- Automobile — 12.9%
- Construction — 12.5%
- Finance & Investments — 11.7%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −11.3% | Q4 (Bottom) | #135 of 167 |