Baroda BNP P Equity SvngsRegIDCW-R
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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 Deviation7.9%
Sharpe Ratio-0.31
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%
Regulatory & Tax Information
INF955L01IK5
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)