Baroda BNP Paribas Business Cycle Fund - Direct Plan - IDCW Option

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF955L01KL9

NAV · 06-Jul-2026

₹14.2611

+3.31%

-10.12%

1Y (CAGR)

-6.66%

3Y (CAGR)

+8.27%

5Y (CAGR)

—

Since inception (CAGR)

+7.55%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

16.10%

Downside dev (3y)

16.50%

Max drawdown (3y)

-29.6%

Sharpe (3y)

0.11

SIP XIRR (3y)

-2.03%

Calendar-year returns

2022 +3.1%2023 +32.6%2024 +22.1%2025 -6.7%

Fund facts

Fund managerJitendra Sriram · Kushant Arora

AUM₹5,566 Cr

Expense ratio0.83% · 2026-05-31

TER · AMFI officialDirect 1.05% · Regular 2.51% (2026-06-30)

Launch date24-Aug-2021

Plan typeOpen Ended · Equity

Min lumpsum₹5,000

Min SIP₹500

Lock-inNone

Volatility15.42

AMCBaroda BNP Paribas Asset Management India Private Limited

Objective · The investment objective of the Scheme is to generate long term capital appreciation for investors by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. However, there is no assurance that the investment objective of the Scheme will be achieved.

scheme documents ↗