NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Baroda BNP Paribas Aggressive Equity Hybrid Growth for NRI [26.97]

Min Investment

5,000

Fund Size

1,169.4 Cr

Expense Ratio

2.1%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

26.97

0.45%

NAV as on 19 Nov 24, 12:00 AM

very high risk

aggressive allocation

hybrid (nc)

NAV as on 19 Nov 24, 12:00 AM

very high risk

aggressive allocation

hybrid (nc)

24.73%p.a.

Last 1Y

13.04%p.a.

Last 3Y

15.97%p.a.

Last 5Y

14.30%p.a.

Since Inception

About Baroda BNP Paribas Aggressive Equity Hybrid Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Baroda BNP Paribas Aggressive Equity Hybrid Growth scheme from Baroda BNP Paribas Asset Management India Pvt. Ltd.. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Apr 2017, Baroda BNP Paribas Aggressive Equity Hybrid Growth is Aggressive Allocation fund of its category with 1,169.4 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.

  • Baroda BNP Paribas Aggressive Equity Hybrid Growth delivered 24.7% annual returns during the last year. It has delivered 14.3% average annual returns since the fund was launched.
  • Baroda BNP Paribas Aggressive Equity Hybrid Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in hybrid (nc)

Fund Objective

The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

Top 10 Holdings

HDFC Bank Ltd

5.74%

ICICI Bank Ltd

5.57%

Reliance Industries Ltd

4.72%

Larsen & Toubro Ltd

4.18%

7.34% Govt Stock 2064

3.13%

Tata Consultancy Services Ltd

3.05%

Trent Ltd

2.99%

ITC Ltd

2.93%

Infosys Ltd

2.30%

Bosch Ltd

2.16%

Fund Managers

  1. Jitendra Sriram (Jun 2022 - Present)
  2. Gurvinder Wasan (Oct 2024 - Present)
  3. Pratish Krishnan (Mar 2022 - Present)

Key Information

View Scheme Document

Baroda BNP Paribas Aggressive Equity Hybrid Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Baroda BNP Paribas Aggressive Equity Hybrid Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Baroda BNP Paribas Aggressive Equity Hybrid Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Baroda BNP Paribas Aggressive Equity Hybrid Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions