Skip to main content

BNP Paribas Equity Fund

 
 

Invest BNP Paribas Equity Fund 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 83%, Mid Cap is 17% and Small Cap is nil.
 
Ø  The Investment is spread across 17 sectors out of which top 3 sectors contributing 50.03% 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 30thApril 2016

 

 

 

Performance Comparison:

 

Report as on May 22, 2016

 

Absolute % (Point to Point)

Compounded Annualized  % (Point to Point)

Scheme Name

1 Month

2 Months

3 Months

6 Month

1 Year

2 Years

3 Year

5 Years

Axis Equity Fund(G)

2.0430

6.9899

11.7128

1.7149

0.4725

9.5403

13.1713

12.5337

Birla SL Frontline Equity Fund(G)

1.5880

6.1199

12.3732

2.6466

0.1609

12.7746

15.8234

13.4492

BNP Paribas Equity Fund(G)

1.8769

7.9029

12.0095

2.7304

0.0450

16.0969

17.6946

14.7694

Franklin India Bluechip Fund(G)

0.9052

5.7483

12.2094

2.2849

1.0272

12.5978

13.3857

10.8333

HDFC Equity Fund(G)

0.8588

6.4690

14.7030

-4.2385

-7.0763

6.1811

12.9078

9.1737

ICICI Pru Focused BlueChip Eq Fund(G)

1.2126

6.1331

12.0411

0.2827

-1.5482

10.1696

14.1966

12.1446

Mirae Asset India Opportunities Fund-Reg(G)

1.6508

6.6952

13.6719

2.0834

1.3892

16.1434

19.2423

14.7676

Reliance Top 200 Fund(G)

-0.8037

4.1140

9.7549

-4.1508

-5.5477

12.6254

15.0510

11.9587

SBI BlueChip Fund-Reg(G)

1.7237

7.4643

11.9515

4.1748

4.6361

19.3001

18.6949

15.4288

UTI Opportunities Fund(G)

1.2535

5.4644

11.7801

-0.9856

-7.2271

7.6597

10.9760

10.8070

NIFTY 50

0.5133

5.0342

11.0052

0.6788

-4.4617

4.6522

8.4360

7.7173

 

 

-----------------------------------------------
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 Saver 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

Invest in Best Performing 2016 Tax Saver Mutual Funds Online

Invest Online

Download Application Forms

For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

---------------------------------------------

Leave your comment with mail ID and we will answer them

OR

You can write to us at

PrajnaCapital [at] Gmail [dot] Com

OR

Leave a missed Call on 94 8300 8300

-----------------------------------------------

Popular posts from this blog

Mutual Fund Review: Taurus Tax Shield

    Taurus Tax Shield has seen a turnaround in performance since 2007, but still remains a volatile offering… The fund has seen a turnaround in its performance since 2007 and has delivered impressively during market rallies since then. The portfolio is also more diversified. It contained its downfall to an average level in 2008 but is still one of the most volatile offerings in this category. Bold investors can look at this fund.   Strategy The fund manager invests across the market capitalisation and sectors. The selection of stocks is made on the basis of long-term business prospects and value creation. Fund Insight Launched in March 1996, the fund was a laggard with just two annual outperformances. Concentrated stock bets and high exposure to mid and small caps led to it being hit harder during market downturns. The number of stocks in the portfolio never exceeded 20 and it was not rare to see the top 5 holdings account for around 60 per cent of the portfolio. After b...
Read more

AXIS Long Term Equity Fund - The Best Tax Saver Fund for 2016

  AXIS Long Term Equity Fund - Invest Online   History:   The open ended mutual fund was launched on December 21 in the year 2009. It is benchmarked against BSE 200 and managed by the fund manager JINESH GOPANI. Initially the scheme was called as Axis tax saver fund but later it was renamed as Axis long term equity fund with effect from September 2, 2011. Nature of investment: As far as asset allocation is concerned, 97.52% of the stocks are equity and 0.02% is debt based. The primary focus of the fund is to invest in diversified equity stocks that have higher growth potential. Total asset size of the fund is in the tune of 4,996 CRORE as of June 30, 2015. Performance: The performance of the fund for one year, 3 years and 5 years are 23.6%, 29.9% and 19.1 respectively which are far greater than 6.4%, 14% and 5.6% benchmark figures. It has also preformed fairly well against SBI magnum Tax Gain (G) and HDFC tax saver (G). The growth comparison is enumerated below;                        ...
Read more

Health insurance guide - Part I

Insurance, by definition, is morbid. What if I die suddenly? What if my home caught fire? What if I had to undergo expensive medical treatment? What if something that I thought happened only to others befell me? Insurers, who work with large samples, calculate the probability of such an event and, hence, the possibility of them having to pay out a sum of money to mitigate, to the extent possible, the effects of that disaster. However, the possibility of you undergoing some kind of expensive medical treatment during your lifetime is far more likely than you dying suddenly or your house burning down. Given that costs at private healthcare facilities, where you are most likely to land up, is high, and, doubling every four years 10 months or so, the rest of your money life could easily go out of whack if you had to incur such expenses. Just 12 per cent of India's population is covered with some sort of health insurance. Pared to the bone, for a comparatively small price, health insu...
Read more

IDFC Classic Equity Fund

Invest In Tax Saving Mutual Funds Online Download Tax Saving Mutual Fund Application Forms Buy Gold Mutual Funds Call 0 94 8300 8300 (India)   IDFC Classic Equity Fund IDFC Classic Equity is a large-cap equity fund which currently has assets under management worth Rs. 158.52 crore. It was launched in August 2005. The fund is benchmarked against the BSE-200 Index. Performance YTD 1-Year 3-Year 5-Year Since Inception IDFC Classic Equity 0.93 26.61 6.30 1.01 11.65 BSE 200 1.52 17.31 6.00 1.99 12.98 All figures in % as on January 31, 2013; Returns above one-year in CAGR terms ...
Read more

10 year NSC launched, all set to give 8.7 per cent

Invest in Mutual Funds Online Download Mutual Fund Application Forms THE government introduced a 10-year National Savings Certificate ( NSC ), which will earn an interest rate of 8.7 per cent per annum. The notification for the launch of the new savings instrument, 10-year National Savings Certificate (IX-Issue), 2011, has been issued, an official statement said. The scheme will come into effect from December 1, it added. Investments in NSC will earn interest at the rate of 8.7 per cent compounded semi-annually, it said, adding that on an investment of Rs 100, the depositor will get Rs 234.35 on maturity of the NSC. There is no upper limit for investment in the certificate, it added. The new scheme will give better returns along with tax benefit to savers. At present, the maturity period of NSC is six years and it qualifies for tax relief for investment up to Rs 1,00,000 under Section 80C. The decision to raise the maturity period of NSC has been taken on the b...
Read more
Related Posts Plugin for WordPress, Blogger...
Invest in Tax Saving Mutual Funds Download Any Applications
Transact Mutual Funds Online Invest Online
Buy Gold Mutual Funds Invest Now