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Baroda Business Cycle Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic
  • NAV
    : ₹ 9.77 -2.98%
    (as on 24th January, 2022)
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Crisil Rank

Not Ranked

Rank not available for the fund
Risk-O-Meter
Very High

Fund has 96.75% investment in indian stocks of which 63.85% is in large cap stocks, 14.95% is in mid cap stocks, 9.78% in small cap stocks.

Suitable For : Investors who have advanced knowledge of macro trends and prefer to take selective bets for higher returns compared to other Equity funds. At the same time, these investors should also be ready for possibility of moderate to high losses in their investments even though overall market is performing better.

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Returns (NAV as on 24th January, 2022)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 17-Jan-22 9322.50 -6.78% - -6.12% 75/117
1 Month 24-Dec-21 9989.80 -0.10% - -0.03% 63/117
3 Month 22-Oct-21 9682.90 -3.17% - -3.38% 54/112
YTD 31-Dec-21 9740.80 -2.59% - -2.21% 74/117
Since Inception 06-Sep-21 9770.00 -2.30% -5.89% 16.63% 114/117

SIP Returns (NAV as on 24th January, 2022)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
No Data Found
 

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Portfolio (Updated on 31st Dec,2021)

Equity Holding : 96.75% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 96.75%
No of Stocks : 45 (Category Avg - 38.39) | Large Cap Investments : 63.85%| Mid Cap Investments : 14.95% | Small Cap Investments : 9.78% | Other : 8.17%

Top 10 Stocks in Portfolio

How to read this table?
Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
Infosys Ltd. Computers - software 757 6.76% 0.41% 6.76% (Dec 2021) 0% (Jan 2021) 4.01 L 0.00
- ICICI Bank Ltd. Banks 718 6.41% 0.00% 6.9% (Oct 2021) 0% (Jan 2021) 9.70 L 0.00
HCL Technologies Limited Computers - software 639.8 5.72% 1.14% 5.72% (Dec 2021) 0% (Jan 2021) 4.85 L 50.00 k
HDFC Bank Ltd. Banks 619.9 5.54% -0.25% 5.88% (Oct 2021) 0% (Jan 2021) 4.19 L 0.00
Housing Development Finance Corporation Ltd. Housing finance 530.2 4.74% -0.33% 5.17% (Oct 2021) 0% (Jan 2021) 2.05 L 0.00
Tata Consultancy Services Ltd. Computers - software 385.1 3.44% 0.57% 3.44% (Dec 2021) 0% (Jan 2021) 1.03 L 15.00 k
Hindalco Industries Ltd. Aluminium 342.4 3.06% 0.31% 3.06% (Dec 2021) 0% (Jan 2021) 7.20 L 0.00
Sun Pharmaceutical Industries Ltd. Pharmaceuticals 341.7 3.05% 0.24% 3.05% (Dec 2021) 0% (Jan 2021) 4.04 L 0.00
Ultratech Cement Ltd. Cement 341.6 3.05% -0.04% 3.09% (Nov 2021) 0% (Jan 2021) 45.00 k 0.00
Larsen & Toubro Ltd. Engineering, designing, construction 312.8 2.79% 0.10% 2.79% (Dec 2021) 0% (Jan 2021) 1.65 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
TREPS TREPS 3.27%
Net Receivables Net Receivables -0.02%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 01st January, 1970)

    No data available. Ratios are only available for the funds which are 3 years old.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Quant Infrastructure Fund - Direct Plan - Growth NA 292.29 -0.37 1.35 18.27 71.46 37.70
ICICI Prudential Commodities Fund - Direct Plan - Growth NA 701.48 -0.16 -3.93 -1.61 61.50 0.00
IDFC Infrastructure Fund - Direct Plan - Growth 2 660.96 -0.11 -0.30 5.80 57.43 20.99
Quant ESG Equity Fund - Direct Plan - Growth NA 35.73 -0.23 3.44 15.00 55.86 0.00
ICICI Prudential Technology Fund - Direct Plan - Growth NA 7908.89 -7.07 -1.55 16.04 53.68 39.71
SBI Magnum COMMA Fund - Direct Plan - Growth NA 470.84 2.93 -0.71 5.86 51.94 29.76
ICICI Prudential Infrastructure Fund - Direct Plan - Growth 2 1399.49 5.67 -2.43 13.71 51.44 20.56
Kotak Infrastructure and Economic Reform Fund - Direct Plan - Growth 4 492.64 1.02 -0.66 10.96 51.18 21.58
Canara Robeco Infrastructure - Direct Plan - Growth 4 187.44 2.29 4.80 12.24 50.17 22.88
Tata Digital India Fund - Direct Plan - Growth NA 4899.56 -7.47 -2.29 16.29 49.82 38.32

More Funds from Baroda Pioneer Mutual Fund

Out of 22 mutual fund schemes offered by this AMC, 1 is/are ranked 5 * , 3 is/are ranked 4 * , 4 is/are ranked 3 * , 1 is/are ranked 1 * , and 13 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Baroda Liquid Fund - Plan B (Direct) - Growth 3 5175.82 0.31 0.89 1.74 3.47 4.69
Baroda Dynamic Equity Fund - Direct - Growth NA 1709.62 -0.94 -1.70 5.86 14.19 18.14
Baroda Multi Cap Fund - Plan B (Direct) - Growth 4 1182.21 -1.41 -3.77 12.13 40.12 23.50
Baroda Business Cycle Fund - Direct Plan - Growth NA 1119.26 -0.10 -3.17 0.00 0.00 0.00
Baroda Large and Mid Cap Fund - Direct Plan - Growth NA 642.51 -1.72 -4.22 12.05 34.55 0.00
Baroda Hybrid Equity Fund - Plan B (Direct) - Growth 3 401.70 -0.54 -2.87 9.60 24.81 16.45
Baroda Equity Savings Fund - Direct Plan - Growth NA 399.53 0.32 -0.08 3.36 6.83 0.00
Baroda Short Term Bond Fund - Plan B (Direct) - Growth 3 255.09 0.32 0.88 2.04 4.74 7.30
Baroda ELSS - 96 - Plan B (Direct) - Growth 4 216.70 -1.38 -4.70 9.78 31.38 19.57
Baroda Credit Risk Fund - Plan B (Direct) - Growth 5 207.13 0.45 1.08 11.46 19.79 8.42

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