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Baroda Business Cycle Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic
  • NAV
    : ₹ 9.76 1.04%
    (as on 02nd December, 2021)
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Crisil Rank

Not Ranked

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

Fund has 89.43% investment in indian stocks of which 58.38% is in large cap stocks, 14.48% is in mid cap stocks, 9.39% 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 02nd December, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 25-Nov-21 9858.60 -1.41% - -1.61% 46/125
1 Month 02-Nov-21 9653.80 -3.46% - -2.57% 87/125
Since Inception 06-Sep-21 9760.00 -2.40% -9.69% 16.38% 137/137

SIP Returns (NAV as on 02nd December, 2021)

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 Oct,2021)

Equity Holding : 89.43% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 89.43%
No of Stocks : 40 (Category Avg - 37.84) | Large Cap Investments : 58.38%| Mid Cap Investments : 14.48% | Small Cap Investments : 9.39% | Other : 7.18%

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
ICICI Bank Ltd. Banks 778 6.90% 2.80% 6.9% (Oct 2021) 0% (Nov 2020) 9.70 L 3.15 L
Infosys Ltd. Computers - software 668.8 5.93% 1.51% 5.93% (Oct 2021) 0% (Nov 2020) 4.01 L 1.06 L
HDFC Bank Ltd. Banks 663.2 5.88% 2.62% 5.88% (Oct 2021) 0% (Nov 2020) 4.19 L 1.90 L
Housing Development Finance Corporation Ltd. Housing finance 583.2 5.17% 2.34% 5.17% (Oct 2021) 0% (Nov 2020) 2.05 L 90.00 k
HCL Technologies Limited Computers - software 497.5 4.41% 0.07% 4.41% (Oct 2021) 0% (Nov 2020) 4.35 L 55.00 k
Ultratech Cement Ltd. Cement 343.6 3.05% 2.12% 3.05% (Oct 2021) 0% (Nov 2020) 45.00 k 31.00 k
Tata Steel Ltd. Steel 343.5 3.05% 0.61% 3.05% (Oct 2021) 0% (Nov 2020) 2.61 L 49.00 k
Hindalco Industries Ltd. Aluminium 331.1 2.94% 1.20% 2.94% (Oct 2021) 0% (Nov 2020) 7.20 L 3.20 L
Reliance Industries Ltd. Refineries/marketing 322.1 2.86% 0.97% 2.86% (Oct 2021) 0% (Nov 2020) 1.27 L 43.00 k
Sun Pharmaceutical Industries Ltd. Pharmaceuticals 321.2 2.85% 1.46% 2.85% (Oct 2021) 0% (Nov 2020) 4.04 L 2.14 L
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
TREPS TREPS 13.35%
Net Receivables Net Receivables -2.78%

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 - Growth NA 147.21 3.02 14.45 27.13 97.61 37.00
Tata Digital India Fund - Growth NA 3842.31 2.25 8.11 38.75 83.62 39.91
ICICI Prudential Technology Fund - Growth 3 6886.59 2.06 7.65 39.58 83.10 42.55
Aditya Birla Sun Life Digital India Fund - Regular Plan - Growth 4 2658.13 3.62 7.83 33.96 77.58 40.94
ICICI Prudential Commodities Fund - Regular Plan - Growth NA 720.53 -7.06 -4.12 7.37 75.85 0.00
Quant ESG Equity Fund - Regular Plan - Growth NA 27.96 2.07 5.99 25.15 74.18 0.00
IDFC Infrastructure Fund - Regular Plan - Growth 2 663.06 -2.76 2.36 16.88 73.20 18.94
SBI Technology Opportunities Fund - Regular Plan - Growth NA 1890.60 2.58 6.11 35.38 73.20 37.17
Quant Consumption Fund - Growth NA 37.75 -0.70 3.53 18.82 72.90 31.50
HSBC Infrastructure Equity Fund - Growth 1 110.02 -0.66 2.87 17.94 66.35 14.11

More Funds from Baroda Pioneer Mutual Fund

Out of 23 mutual fund schemes offered by this AMC, 3 is/are ranked 5 * , 2 is/are ranked 4 * , 4 is/are ranked 3 * , 1 is/are ranked 2 * , 1 is/are ranked 1 * , and 12 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Baroda Liquid Fund - Plan A - Growth 3 5943.84 0.29 0.81 1.67 3.28 4.78
Baroda Dynamic Equity Fund - Growth NA 1536.40 -0.67 2.20 9.80 18.27 17.05
Baroda Multi Cap Fund - Plan A - Growth 4 1170.64 -2.92 5.72 21.89 50.95 23.21
Baroda Business Cycle Fund - Regular Plan - Growth NA 1127.66 -3.46 0.00 0.00 0.00 0.00
Baroda Large and Mid Cap Fund - Regular Plan - Growth NA 640.61 -2.49 4.64 21.57 45.79 0.00
Baroda Overnight Fund - Regular Plan - Growth NA 489.99 0.27 0.78 1.57 3.13 0.00
Baroda Hybrid Equity Fund - Plan A - Growth 3 411.55 -2.25 3.42 15.94 35.10 16.11
Baroda Equity Savings Fund - Regular Plan - Growth NA 399.69 -0.57 0.57 4.07 7.16 0.00
Baroda Short Term Bond Fund - Plan A - Growth 3 262.28 0.40 0.61 1.87 3.88 6.92
Baroda ELSS - 96 - Plan A - Growth 4 217.24 -2.99 3.01 19.52 42.91 19.38

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