BNP Paribas Equity Fund - Invest Online

 

Investment Objective:
 
The investment objective of the Scheme is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large & medium market capitalization companies.
 
Key Highlights:
 
Ø  The scheme's exposure to Large Cap is 81%, Mid Cap is 19% and Small Cap is nil.
 
Ø  The Investment is spread across 19 sectors out of which top 3 sectors contributing 45.16% of net assets.
 
Ø  The Portfolio Construct has allocation to off benchmark stocks to generate alpha.
 
Ø  We have increased exposure to private sector banks, cements, Telecom, pharmaceuticals, while reducing exposure to software sectors,

       metal/mining sectors & capital goods.
 
Ø  Investments in equity tends to give better risk adjusted returns over a long term horizon & investors should not worry of short term fluctuations in prices.

Top 10 holdings as on 30^thJune 2015

 

 

Performance Comparison:

 

Report as on July 20, 2015
							Compounded Annualized  % (Point to Point)
Scheme Name	1 Month	2 Months	3 Months	6 Month	9 Month	YTD	1 Year	2 Years	3 Year	5 Years
Axis Equity Fund(G)	5.3158	4.0562	3.7863	0.1502	12.9870	3.6251	17.3268	24.7500	24.2968	12.8487
Birla SL Frontline Equity Fund(G)	5.2176	3.8213	3.9043	2.5985	17.3134	7.6095	21.2900	30.4520	26.4553	15.0098
BNP Paribas Equity Fund(G)	6.8626	6.1342	5.1372	7.7467	20.8333	13.2490	28.9762	33.3005	27.4745	17.3959
Franklin India Bluechip Fund(G)	4.7760	3.6201	4.7633	3.8801	16.0878	8.9660	23.5163	26.2656	20.6268	13.0011
HDFC Equity Fund(G)	5.0423	3.0511	1.7388	-0.6644	9.5032	2.7374	13.6169	33.6420	23.0731	13.1662
ICICI Pru Focused BlueChip Eq Fund-Reg(G)	4.7652	2.8337	2.9040	0.6684	12.3881	5.2043	17.2332	27.2461	23.2441	15.0142
Mirae Asset India Opportunities Fund-Reg(G)	6.0839	5.2468	5.3548	4.4197	18.1352	9.1882	25.3587	36.3092	28.2286	17.1236
Reliance Top 200 Fund(G)	6.1880	4.6320	4.6237	2.8753	18.7428	7.5485	25.6438	36.4776	25.9054	15.0703
SBI BlueChip Fund-Reg(G)	5.6377	5.4695	4.6399	7.9847	21.9742	12.1284	28.2349	33.0295	28.2555	15.3463
SBI Magnum Equity Fund-Reg(G)	5.4575	4.2210	3.7997	2.7783	16.9723	7.3177	22.3186	27.3215	21.9329	13.1137
UTI Opportunities Fund(G)	4.4611	0.5267	1.2320	-1.8724	9.5239	2.5837	14.9177	23.5742	20.3668	14.7867
CNX Nifty Index	4.6019	2.1393	1.8389	-1.0597	9.1892	3.8725	12.1887	19.4265	18.2355	9.8878

 

Best Tax Saver Mutual Funds or ELSS Mutual Funds for 2015

1.ICICI Prudential Tax Plan

2.Reliance Tax Saver (ELSS) Fund

3.HDFC TaxSaver

4.DSP BlackRock Tax Saver Fund

5.Religare Tax Plan

6.Franklin India TaxShield

7.Canara Robeco Equity Tax Saver

8.IDFC Tax Advantage (ELSS) Fund

9.Axis Tax Saver Fund

10.BNP Paribas Long Term Equity Fund

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