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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.54 | — | 0.92 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.11 | 4.21 | 1.17 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
— |
FoFs (Overseas) invest in mutual funds operating in the foreign countries. They offer the opportunity to yield higher returns through the best performing funds and bonds of different countries.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Baroda BNP Paribas Aqua FoF(IDCW) | 15.17% | 5.13% | 7.84% |
Franklin India Feeder - Franklin U.S. Opportunities Fund(IDCW) | 37.46% | 8.50% | 18.12% |
SBI International Access-US Equity FoF(IDCW-Payout) | 35.07% | 13.12% | 16.61% |
DSP Global Innovation FoF(IDCW Reinvst) | 33.40% | — | 16.46% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Others
Holdings
99.02 %
Holdings
1.52 %
Holdings
-0.54 %
BNP Paribas Asset Management is a leading, global asset management enterprise that offers a comprehensive range of active, passive and quantitative investment solutions. Bank of Baroda, one of India's leading public sector banks, has partnered with BNP Paribas Asset Management to form Baroda BNP Paribas Mutual Fund
No.of Schemes
39
Total AUM
₹ 46,486.26 Cr.
Swapna Shelar
AUM: ₹45.42 Cr.
|
Exp: 14yrs
MBA (Finance), CFA - Level II
Ms. Swapna Shelar has overall experience of 14 years in financial markets. In the past, she was associated with Ohm stockbroker Pct. Ltd. as Manager in the derivative department for close to 1 year. Prior to that, she has also worked with companies like Union Asset Management Company Ltd., IDFC Asset Management Company Ltd. & WNS global Services.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%