BARODA BNP PARIBAS SMALL CAP FUND

   BARODA BNP PARIBAS SMALL CAP FUND​ - NFO  (Apply Now link will be available soon)

 

Scheme Details

Launch Date : 6th October, 2023

Close Date : 20th October, 2023

Type : An open-ended equity scheme predominantly investing in Small Cap stocks.

Plans & Option: The Scheme offers following two plans:

• Baroda BNP Paribas Small Cap Fund - Regular Plan

• Baroda BNP Paribas Small Cap Fund - Direct Plan

Each Plan offers Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option

The IDCW option offers two options: Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option. 

Minimum application amount : Lumpsum investment: `5,000 and in multiples of `1 thereafter. SIP: (i) Daily, Weekly, Monthly SIP: `500/- and in multiples of `1/- thereafter; (ii) Quarterly SIP: `1500/- and in multiples of `1/- thereafter. There is no upper limit. The AMC reserves the right to change the minimum application amount from time to time.

Entry load : Not applicable

Exit load  : 

• If units of the scheme are redeemed or switched out up to 10% of the units within 1 year from the date of allotment - Nil

• If units of the scheme are redeemed or switched out in excess of the limit within 1 year from the date of allotment - 1% of the applicable NAV.

• If units of scheme are redeemed or switched out after 1 year from the date of allotment - Nil

Fund manager : Mr. Shiv Chanani (Senior Fund Manager - Equity) (Experience: 24 years)

Benchmark Index : Nifty Small Cap 250 TR Index

Why Invest Now?

An average bottom to top cycle lasts about 660 days.

Small caps grew 179% on average in absolute terms across the 4 cycles.

The current cycle has completed 182 days and small caps have gone up by 33% suggesting headroom for growth.

Baroda BNP Paribas Small Cap Fund

The fund will invest more than 65% of the net assets in small cap companies

The fund aims to build investors’ wealth by tapping into companies which have the potential to become the leading companies of the future.

The fund will follow a bottom-up stock picking approach with emphasis on selecting companies with strong fundamentals, quality business models and high-quality reputed management.

 

Who Should Invest?

Investors with predominant large and mid cap portfolio looking for diversification into small caps.

Long-term investors looking for comparatively higher returns with higher risks

Investors willing to invest for more than 5 years.

This product is suitable for investors who are seeking

Long term capital growth

Investment in equity & equity related securities predominantly in small cap stocks

     

                             

 

 

(Disclaimer: The content herein does not consider individual investor’s objectives, risk appetite or financial needs or circumstances or the suitability of the mutual fund products described herein. Hence, investors are advised to consult their professional investment adviser/ consultant/ tax advisor for investment advice. 

A mutual fund scheme is NOT a DEPOSIT product and is not an obligation of, guaranteed, or insured by the mutual fund or its AMC. Due to the nature of the underlying investments, the returns or the potential returns of a mutual fund product cannot be guaranteed. When presented, historical performance is purely for reference purposes and does not guarantee future results)

Mutual funds are solely Distributed by GoldenFundswala under AMFI ARN- 246349, BSE Star MF- 57315 

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.