NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹42.71
0.20%
NAV as on 19 Nov 24, 12:00 AM
moderately high risk
conservative allocation
hybrid (c)
NAV as on 19 Nov 24, 12:00 AM
moderately high risk
conservative allocation
hybrid (c)
10.98%p.a.
Last 1Y
6.90%p.a.
Last 3Y
7.43%p.a.
Last 5Y
7.51%p.a.
Since Inception
About Baroda BNP Paribas Conservative Hybrid Fund Plan Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Baroda BNP Paribas Conservative Hybrid Fund Plan Growth scheme from Baroda BNP Paribas Asset Management India Pvt. Ltd.. It is a Conservative Allocation mutual fund scheme that predominantly invests in Conservative Allocation stocks of companies. Launched on Sep 2004, Baroda BNP Paribas Conservative Hybrid Fund Plan Growth is Conservative Allocation fund of its category with 744.54 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Conservative Allocation funds.
- Baroda BNP Paribas Conservative Hybrid Fund Plan Growth delivered 11.0% annual returns during the last year. It has delivered 7.5% average annual returns since the fund was launched.
- Baroda BNP Paribas Conservative Hybrid Fund Plan Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in hybrid (c)
Fund Objective
The primary objective of the Scheme is to generate regular returns through investment primarily in Debt and Money Market Instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme’s assets in equity and equity related securities. However, there can be no assurance that the investment objective of the Scheme will be realized. The Scheme does not guarantee / indicate any returns.
Top 10 Holdings
7.34% Govt Stock 2064
6.31%
Jamnagar Utilities And Power Private Limited
4.34%
Bharat Sanchar Nigam Limited
3.42%
Rural Electrification Corporation Limited
3.37%
7.32% Govt Stock 2030
3.17%
Reliance Industries Limited
3.09%
JSW Steel Limited
2.28%
7.18% Govt Stock 2033
2.06%
7.1% Govt Stock 2034
2.05%
Rural Electrification Corporation Limited
2.04%
Fund Managers
- Prashant Pimple (Oct 2022 - Present)
- Gurvinder Wasan (Oct 2024 - Present)
- Pratish Krishnan (Mar 2022 - Present)
Key Information
View Scheme Document
Baroda BNP Paribas Conservative Hybrid Fund Plan Growth SIP Calculator
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NRI Mutual Fund Tax on Baroda BNP Paribas Conservative Hybrid Fund Plan Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Baroda BNP Paribas Conservative Hybrid Fund Plan 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 Conservative Hybrid Fund Plan 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
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Frequently Asked Questions
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