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

INVEST VIA NRE/NRO

Baroda BNP Paribas Focused Growth for NRI [21.15]

Min Investment

5,000

Fund Size

674.7 Cr

Expense Ratio

2.3%

Exit Load

1%

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

21.15

0.29%

NAV as on 19 Nov 24, 12:00 AM

very high risk

focused fund

equity

NAV as on 19 Nov 24, 12:00 AM

very high risk

focused fund

equity

22.98%p.a.

Last 1Y

12.33%p.a.

Last 3Y

16.17%p.a.

Last 5Y

11.61%p.a.

Since Inception

About Baroda BNP Paribas Focused Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Baroda BNP Paribas Focused Growth scheme from Baroda BNP Paribas Asset Management India Pvt. Ltd.. It is a Focused Fund mutual fund scheme that predominantly invests in Focused Fund stocks of companies. Launched on Oct 2017, Baroda BNP Paribas Focused Growth is Focused Fund fund of its category with 674.7 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Focused Fund funds.

  • Baroda BNP Paribas Focused Growth delivered 23.0% annual returns during the last year. It has delivered 11.6% average annual returns since the fund was launched.
  • Baroda BNP Paribas Focused Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

The Scheme seeks to generate long-term capital growth by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies across market capitalization. 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

PB Fintech Ltd

7.91%

Siemens Ltd

6.72%

HDFC Bank Ltd

6.43%

NTPC Ltd

6.05%

TVS Motor Co Ltd

5.54%

Power Grid Corp Of India Ltd

5.23%

Hindustan Petroleum Corp Ltd

5.08%

Havells India Ltd

4.86%

Tata Power Co Ltd

4.57%

KPIT Technologies Ltd

4.13%

Fund Managers

  1. Sanjay Chawla (Mar 2022 - Present)

Key Information

View Scheme Document

Baroda BNP Paribas Focused 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 Focused 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 Focused 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 Focused 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