Hybrid
●
Equity Savings
Current NAV
₹16.64
Expense Ratio
2.48%
Min SIP
₹500
Fund Size
₹269Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 30D, Nil after 30D
Alpha
0.15%
Beta
0.76
Sharpe Ratio
0.186105
Risk
9.41%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(4.33)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Pratish Krishnan
Baroda BNP Paribas Equity Savings FundTotal assets under management
₹46.79L Crores
Date of incorporation
4 Nov 2003
Ans.
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Ans. The Baroda BNP Paribas Equity Savings Fund has an AUM of ₹268.52 Cr as on 9/10/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 9.58%. The risk is Moderately High against the category average of 31.6.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year.
If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.
Ans. There is no lock-in period applicable on Baroda BNP Paribas Equity Savings Fund.
Ans. The expense ratio of Baroda BNP Paribas Equity Savings Fund is 2.48%.