Baroda BNP Paribas Retirement Gr
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4–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation14.6%
Sharpe Ratio-0.17
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
6.9% Govt Stock 2065Utilities18.30%
7.34% Govt Stock 2064Utilities3.98%
Clearing Corporation Of India LtdUtilities3.46%
ICICI Bank LtdFinancial Services2.73%
Larsen & Toubro LtdCapital Goods2.67%
Divi's Laboratories LtdServices2.64%
State Bank of IndiaFinancial Services2.23%
HDFC Bank LtdFinancial Services2.20%
Titan Co LtdConsumers2.01%
Bharat Heavy Electricals LtdCapital Goods1.95%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.46%
Regulatory & Tax Information
INF251K01TH4
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)