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Fund Facts
  • Name of Fund:
    Baroda BNP Paribas Energy Opportunities
  • Opening:
    21st January 2025
  • Closing:
    4th February 2025
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 1,000 and in multiples of Rs. 1 thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV if units are redeemed/switched out in excess of 10% of the units purchased within 1 year from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the Scheme is to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies engaging in activities such as exploration, production, distribution, transportation and processing of traditional & new energy including but not limited to industries/sectors such as oil & gas, utilities and power.

  • Benchmark:

  • NIFTY ENERGY

  • Fund Manager:

  • Sanjay Chawla, Sandeep Jain

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
ICICI Prudential Energy Opportunities Fund -7.85(6M) Not Available
SBI Energy Opportunities Fund -15.29(6M) Not Available

Fund Prognosis

Idea Distiller

A new category with the old Energy category which gives them the amplitude to include many more scrips and sectors.

  • Fund House AAUM:

  • Rs 4679090.1 Lakhs(as on 31st December, 2024)

  • Fund Manager:

  • Combined experience of above 33 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

It is not a narrow category for sure and stock and sub category options are there. I am neutral-positive on the sector. But it is your call.