Baroda BNP Paribas Business Conglomerates Fund (BBNPC) NFO Why Conglomerates thrive?

  • Diversified revenue streams mitigate risk: Presence of a conglomerate across multiple sectors diversifies risk, where potentially profitable mature businesses generate steady cash flows that can offset losses from experimental or high-risk ventures.

  • Leveraging Legacy: Conglomerates aim to leverage their strong brand reputation and goodwill to empower their subsidiaries, creating a combined effect of trust, credibility, and market access.
  • Financial firepower to invest in innovative ventures: Indian conglomerates are set to invest nearly $800 billion in growth over the next decade, almost triple their spending in the past ten years. Around 40% of this will flow into emerging sectors like clean energy, semiconductors, EVs, and data centres (S&P Global Report, Oct 2024, latest available data). With their legacy of resilience and long-term vision, conglomerates are uniquely positioned to back sunrise industries with meaningful capital and strategic commitment.
(source: barodabnpparibasmf.in)

Introducing Baroda BNP Paribas Business Conglomerates Fund:

This scheme seeks to provide investors the opportunity to participate in India’s broad-based growth story through investments in companies which are part of conglomerates.

Salient features of the Scheme

  • Focused on companies from leading diversified conglomerates.
  • Invests at least 80% of its net assets in companies that are part of business conglomerates in India. Conglomerates will be identified as groups based in India, led or controlled by promoters, and comprising at least two listed companies in different sectors or industries.
  • The Scheme will invest in at least four groups, with exposure limited to 25% of the net assets per group.

*The mention of any company or group names in this document/advertisement is for illustrative purposes. It does not imply any endorsement, partnership, or affiliation or future position in the named companies or groups. The companies listed are not responsible for the performance of the mutual fund schemes, and Baroda BNP Paribas Mutual Fund / AMC does not endorse or guarantee the performance of these companies or their products. Investors are advised to carefully consider their investment objectives and consult with a financial advisor before making any investment decisions

(source: barodabnpparibasmf.in)

Baroda BNP Paribas Business Conglomerates Fund (BBNPC) NFO Opportunity Landscape:


Baroda BNP Paribas Business Conglomerates Fund (BBNPC) NFO Scheme Facts:

Scheme Name Baroda BNP Paribas Business Conglomerates Fund
Type of the Scheme An open-ended equity scheme investing in equity and equity related securities of companies that are part of business conglomerates in India
Category Sectoral / Thematic Fund – Conglomerate Theme
Investment Objective The investment objective of the Scheme is to achieve long term capital appreciation by investing in equity and equity related securities of companies that are part of business conglomerates in India. The Scheme does not guarantee/indicate any returns. However, there can be no assurance that the investment objective of the Scheme will be realized.
AMFI Tier 1 Benchmark BSE Select Business Group TRI
Fund Manager Mr. Jitendra Sriram and Mr. Kushant Arora
Load Structure
  • Redemption/ switch out of units upto 10% of the units allotted within 1 year from date of allotment – Exit load – NIL
  • For redemption/switch out of units above 10% of units allotted within 1 year from the date of allotment: 1.00% of applicable NAV
  • For redemption/switch out of units after 1 year from the date of allotment: Nil

The above load shall also be applicable for switches between the schemes of the Fund and all Systematic Investment Plans, Systematic Transfer Plans, Systematic Withdrawal Plans. No load will be charged on units issued upon re-investment of amount of distribution under same IDCW option and bonus units.
There shall be no exit load levied in case of switch of investments i) between the Plans (i.e. Regular and Direct Plans); and/or ii) between the options (i.e. IDCW and Growth options), within the Scheme/Plan.
For any change in load structure, the AMC will issue an addendum and display it on the website/ISCs.

Minimum Application Amount/switch in Lumpsum investment: Rs. 1,000 and in multiples of Rs. 1 thereafter.
Systematic Investment Plan: (i) Daily, Weekly, Monthly SIP: Rs. 500/- and in multiples of Re. 1/- thereafter
(ii) Quarterly SIP: Rs. 1500/- and in multiples of Re. 1/- thereafter.
There is no upper limit on the amount for application. The Trustee / AMC reserves the right to change the minimum amount for application and the additional amount for application from time to time in the Scheme and these could be different under different plan(s) / option(s).
(source: barodabnpparibasmf.in)

Baroda BNP Paribas Business Conglomerates Fund (BBNPC) NFO Scheme Details:

The investment objective of the Scheme is to achieve long term capital appreciation by investing in equity and equity related securities of companies that are part of business conglomerates in India. The Scheme does not guarantee/indicate any returns. However, there can be no assurance that the investment objective of the Scheme will be realized

Mutual Fund Baroda BNP Paribas Mutual Fund
Scheme Name Baroda BNP Paribas Business Conglomerates Fund (BBNPC)
Objective of Scheme The investment objective of the Scheme is to achieve long term capital appreciation by investing in equity and equity related securities of companies that are part of business conglomerates in India. The Scheme does not guarantee/indicate any returns. However, there can be no assurance that the investment objective of the Scheme will be realized
Scheme Type Open Ended
Scheme Category Equity Scheme – Sectoral/ Thematic
New Fund Launch Date 02-Sep-2025
New Fund Earliest Closure Date 15-Sep-2025
New Fund Offer Closure Date 15-Sep-2025
Indicate Load Seperately
Minimum Subscription Amount 1000 and in multiples of Re.1/- therafter
For Further Details Please Visit Website https://www.barodabnpparibasmf.in/
(source: https://www.amfiindia.com/)

Baroda BNP Paribas Business Conglomerates Fund (BBNPC) NFO

Application Form

 

(source: barodabnpparibasmf.in)

Baroda BNP Paribas Business Conglomerates Fund (BBNPC) NFO Riskometer:

(source: barodabnpparibasmf.in)