Baroda BNP Paribas Retirement
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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 Deviation14.6%
Sharpe Ratio-0.17
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
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)