Baroda BNP P Equity Svngs
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4–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation7.5%
Maximum Drawdown-5.2% | Dec 2025
Sharpe Ratio-0.25
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Net Receivables / (Payables)Utilities27.86%
State Bank of IndiaFinancial Services3.83%
7.32% Govt Stock 2030Utilities3.56%
Bharti Airtel LtdServices3.33%
7.18% Govt Stock 2033Utilities3.18%
Reliance Industries LtdEnergy & Infra3.07%
ICICI Bank LtdFinancial Services2.99%
Clearing Corporation Of India LtdUtilities2.85%
Larsen & Toubro LtdCapital Goods2.77%
Shriram Finance LimitedUtilities2.45%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.47%
Exit Load1%
Regulatory & Tax Information
INF955L01II9
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)