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Monday, January 11, 2016

BNP Paribas Equity Fund

BNP Paribas Equity Fund - Invest Online
 

Investment Objective:
 
The investment objective of the Scheme is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large & medium market capitalization companies.
 
Key Highlights:
 
Ø  The scheme's exposure to Large Cap is 84%, Mid Cap is 16% and Small Cap is nil.
 
Ø  The Investment is spread across 19 sectors out of which top 3 sectors contributing 45.16% of net assets.
 
Ø  The Portfolio Construct has allocation to off benchmark stocks to generate alpha.
 
Ø  We have increased exposure to private sector banks, cements, Telecom, pharmaceuticals, while reducing exposure to software sectors,

       metal/mining sectors & capital goods.
 
Ø  Investments in equity tends to give better risk adjusted returns over a long term horizon & investors should not worry of short term fluctuations in prices.


Top 10 holdings as on 31thOct 2015

 

 

 

Performance Comparison:

 

Report as on November 12, 2015

 

Absolute % (Point to Point)

Compounded Annualized  % (Point to Point)

Scheme Name

6 Month

9 Month

YTD

1 Year

2 Years

3 Year

5 Years

Birla SL Frontline Equity Fund(G)

-1.4498

-4.7893

-0.8788

1.3148

21.9291

18.5980

9.7463

BNP Paribas Equity Fund(G)

-2.1238

-3.5386

1.2806

2.8746

23.1373

20.0467

11.3035

Franklin India Bluechip Fund(G)

-0.1147

-2.0383

1.5622

2.2044

19.5704

15.4040

8.1965

HDFC Equity Fund(G)

-2.0419

-4.9137

-5.5437

-5.6187

24.2727

17.0508

7.0049

ICICI Pru Focused BlueChip Eq Fund-Reg(G)

-1.0919

-4.9103

-1.9211

-0.7423

18.9707

16.8332

9.5280

Reliance Top 200 Fund(G)

-0.2185

-3.6973

-0.6198

2.5027

28.0427

18.8957

10.1723

SBI BlueChip Fund-Reg(G)

1.2402

0.7920

4.9295

7.0691

26.6973

20.6248

10.6493

 
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Invest Rs 1,50,000 and Save Tax under Section 80C. Get Great Returns by Investing in Best Performing ELSS Mutual Funds

Top 10 Tax Saving Mutual Funds to invest in India for 2016

Best 10 ELSS Mutual Funds in india for 2016

1. BNP Paribas Long Term Equity Fund

2. Axis Tax Saver Fund

3. Franklin India TaxShield

4. ICICI Prudential Long Term Equity Fund

5. IDFC Tax Advantage (ELSS) Fund

6. Birla Sun Life Tax Relief 96

7. DSP BlackRock Tax Saver Fund

8. Reliance Tax Saver (ELSS) Fund

9. Religare Tax Plan

10. Birla Sun Life Tax Plan

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