Hybrid Equity Savings Moderately High Risk
The primary objective of the Scheme is to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity/ equity related instruments and debt/ money market instruments.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Equity Savings | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -0.74% | 0.59% | -1.03% | 2.16% | 2.64% | 6.08% | 8.68% | 8.86% | 7.47% | 0% | 7.97% |
| Category returns | -0.27% | 0.1% | -0.63% | 1.57% | 2.75% | 5.57% | 8.46% | 8.47% | 7.59% | 7.84% | N/A |
| Absolute returns | -1.89% | 0.75% | -0.65% | 1.49% | 1.84% | 10.64% | 27.73% | 41.36% | 42.71% | 0% | 68.83% |
| Rank within category | 23 | 6 | 15 | 10 | 10 | 6 | 8 | 8 | 11 | 15 | N/A |
| Total Schemes in Category | 25 | 24 | 24 | 24 | 22 | 21 | 21 | 21 | 21 | 14 | N/A |
| Equity Savings | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Yearly returns | N/A | 11.98% | 6.56% | 3.11% | 13.51% | 10.87% | 6.7% | -1.27% |
| Q1 returns | N/A | -3.77% | 0.69% | 0.21% | -0.27% | 2.62% | -1.31% | -4.86% |
| Q2 returns | N/A | 6.73% | 1.63% | -3.73% | 5.59% | 4.54% | 5.6% | 3.78% |
| Q3 Returns | N/A | 4.33% | 3.37% | 5.11% | 1.75% | 4.09% | -0.9% | N/A |
| Q4 Returns | 1.47% | 4.51% | 0.73% | 1.68% | 5.94% | -0.72% | 3.31% | N/A |
Expense ratio: 2.1%
Inclusive of GST
Exit load
1% on or before 30D, Nil after 30D
| Alpha | 0.242065 |
| Beta | 0.821 |
| Sharpe Ratio | 0.137523 |
| Sortino Ratio | 0.274031 |
| R-Squared | 0.1493 |
| Tracking Error | 1.425 |
| Downside Risk | 7.2931 |
| Std. Deviation (Annualised) | 5.3308 |
| Equity Savings | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HSBC Equity Savings Fund - Regular Plan - Growth | 1.07% | 4.33% | 4.79% | 5.35% | 10.62% | 12.99% | 10.81% | 9.32% | 9.14% | 904.51 | 5.53 | 0.24 | Moderately High |
| Edelweiss Equity Savings Fund - Regular Plan - Growth | 0.16% | 1.58% | 1.63% | 3.6% | 6.05% | 10.45% | 8.84% | 8.96% | 8.68% | 1,313.18 | 2.10 | 0.31 | Moderate |
| Tata Equity Savings Fund - Regular Plan - Growth | 0.34% | -0.11% | 1.84% | 3.37% | 6.88% | 9.84% | 8.01% | 8.07% | 7.88% | 284.62 | 1.14 | 0.28 | Low to Moderate |
| Kotak Equity Savings Fund - Growth | -0.38% | 0.53% | -1.03% | 2.43% | 4.39% | 9.79% | 9.34% | 9.11% | 8.87% | 10,031.60 | 1.73 | 0.20 | Moderately High |
| Mirae Asset Equity Savings Fund - Regular Plan - Growth | -0.41% | -0.36% | -0.47% | 2.45% | 3.39% | 9.76% | 8.64% | 0% | 10.25% | 1,918.36 | 1.16 | 0.20 | Moderately High |
| SBI Equity Savings Fund - Regular Plan - Growth | -0.35% | 0.25% | -0.39% | 1.48% | 2.16% | 9.46% | 8.19% | 8.45% | 8.39% | 5,699.99 | 2.56 | 0.19 | Moderate |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | -0.49% | -0.19% | -1.03% | 2.4% | 3.45% | 8.96% | 7.76% | 0% | 8.25% | 531.15 | 2.08 | 0.17 | Moderately High |
| Sundaram Equity Savings Fund - Growth | -1.12% | -1.52% | -3.71% | -1.21% | -0.87% | 8.88% | 8.78% | 9.02% | 8.4% | 1,079.02 | 2.20 | 0.16 | Moderate |
| Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth Current | -0.74% | 0.59% | -1.03% | 2.16% | 2.64% | 8.68% | 7.47% | 0% | 7.97% | 280.83 | 2.10 | 0.15 | Moderately High |
| Axis Equity Savings Fund - Regular Plan - Growth | -0.27% | -0.27% | -1.54% | 0.9% | 1.68% | 8.61% | 7.42% | 8.17% | 7.74% | 865.89 | 2.28 | 0.15 | Moderately High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Cash & Cash Equivalents and Net Assets | 29.92% |
| Government Securities | 9.55% | |
| Domestic Equities | 66.88% | |
| Corporate Debt | 19.24% | |
| REITs & InvITs | 1.18% | |
| Preference Shares | 0.01% | |
| Derivatives-Futures | -26.77% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Others | 31.94% | |
| Banks | 16.82% | |
| Telecom - Services | 3.54% | |
| Petroleum Products | 4.18% | |
| Construction | 2.67% | |
| Power | 6.02% | |
| Ferrous Metals | 2.33% | |
| Pharmaceuticals & Biotechnology | 2.93% | |
| Transport Infrastructure | 2.00% | |
| Realty | 2.91% | |
| Automobiles | 2.56% | |
| Electrical Equipment | 2.97% | |
| Cement & Cement Products | 1.47% | |
| IT - Software | 3.35% | |
| Financial Technology (Fintech) | 1.40% | |
| Consumer Durables | 1.34% | |
| Finance | 2.03% | |
| Beverages | 1.15% | |
| Non - Ferrous Metals | 1.15% | |
| Capital Markets | 1.06% | |
| Chemicals & Petrochemicals | 2.09% | |
| Aerospace & Defense | 0.75% | |
| IT - Services | 0.67% | |
| Insurance | 1.09% | |
| Agricultural, Commercial & Construction Vehicles | 0.48% | |
| Retailing | 0.46% | |
| Food Products | 0.64% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 27.49% | |
| 7.32% Government of India (13/11/2030) | Government Securities | 3.73% | |
| State Bank Of India | Banks | Domestic Equities | 3.66% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 3.54% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 3.32% |
| 7.18% Government of India (14/08/2033) | Government Securities | 3.31% | |
| ICICI Bank Ltd. | Banks | Domestic Equities | 3.14% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 2.67% |
| 8.7% Shriram Finance Limited (09/04/2028) | Corporate Debt | 2.57% | |
| 6.92% Power Finance Corporation Limited (16/02/2028) ** | Corporate Debt | 2.52% | |
| 7.22% Small Industries Dev Bank of India (10/04/2029) ** | Corporate Debt | 2.51% | |
| HDFC Bank Ltd. | Banks | Domestic Equities | 2.44% |
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 2.42% | |
| Tata Power Company Ltd. | Power | Domestic Equities | 2.38% |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 2.33% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 2.26% |
| Axis Bank Ltd. | Banks | Domestic Equities | 2.19% |
| Adani Ports and Special Economic Zone Ltd. | Transport Infrastructure | Domestic Equities | 2.00% |
| 7.90% Jamnagar Utilities & Power Private Limited (10/08/2028) ** | Corporate Debt | 1.82% | |
| 7.48% National Bank For Agriculture and Rural Development (15/09/2028) | Corporate Debt | 1.81% | |
| 7.83% Cholamandalam Investment and Finance Company Ltd (28/06/2028) ** | Corporate Debt | 1.80% | |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 1.79% |
| 6.36% Government of India (16/02/2031) | Government Securities | 1.79% | |
| NTPC Ltd. | Power | Domestic Equities | 1.67% |
| DLF Ltd. | Realty | Domestic Equities | 1.60% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 1.56% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Domestic Equities | 1.53% |
| Ambuja Cements Ltd. | Cement & Cement Products | Domestic Equities | 1.47% |
| Hitachi Energy India Ltd. | Electrical Equipment | Domestic Equities | 1.44% |
| Persistent Systems Ltd. | IT - Software | Domestic Equities | 1.42% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 1.40% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 1.34% |
| Godrej Properties Ltd. | Realty | Domestic Equities | 1.31% |
| IndiGrid Infrastructure Trust | Power | REITs & InvITs | 1.18% |
| Muthoot Finance Ltd. | Finance | Domestic Equities | 1.17% |
| Radico Khaitan Ltd. | Beverages | Domestic Equities | 1.15% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 1.15% |
| Fractal Analytics Ltd. | IT - Software | Domestic Equities | 1.06% |
| Nippon Life India Asset Management Ltd. | Capital Markets | Domestic Equities | 1.06% |
| Navin Fluorine International Ltd. | Chemicals & Petrochemicals | Domestic Equities | 1.06% |
| 6.87% REC Limited (31/05/2030) ** | Corporate Debt | 1.06% | |
| Linde India Ltd. | Chemicals & Petrochemicals | Domestic Equities | 1.02% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 1.00% |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 0.89% |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 0.87% |
| Hindustan Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.86% |
| PNB Housing Finance Ltd. | Finance | Domestic Equities | 0.86% |
| AU Small Finance Bank Ltd. | Banks | Domestic Equities | 0.84% |
| Power Grid Corporation Of India Ltd. | Power | Domestic Equities | 0.79% |
| Punjab National Bank | Banks | Domestic Equities | 0.77% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 0.75% |
| 8.15% PNB Housing Finance Limited (29/07/2027) ** | Corporate Debt | 0.73% | |
| 7.42% Power Finance Corporation Limited (15/04/2028) ** | Corporate Debt | 0.72% | |
| 7.32% NTPC Limited (17/07/2029) ** | Corporate Debt | 0.72% | |
| 6.4% LIC Housing Finance Limited (30/11/2026) | Corporate Debt | 0.72% | |
| 7.35% Bharti Telecom Limited (15/10/2027) ** | Corporate Debt | 0.72% | |
| 6.79% Government of India (07/10/2034) | Government Securities | 0.72% | |
| 6.52% REC Limited (31/01/2028) ** | Corporate Debt | 0.71% | |
| Ujjivan Small Finance Bank Ltd. | Banks | Domestic Equities | 0.71% |
| Sagility Ltd. | IT - Services | Domestic Equities | 0.67% |
| Ajanta Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.67% |
| Max Financial Services Ltd. | Insurance | Domestic Equities | 0.59% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.50% |
| Tata Motors Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 0.48% |
| Eternal Ltd. | Retailing | Domestic Equities | 0.46% |
| 6.75% Piramal Finance Limited (26/09/2031) | Corporate Debt | 0.45% | |
| Bandhan Bank Ltd. | Banks | Domestic Equities | 0.38% |
| Britannia Industries Ltd. | Food Products | Domestic Equities | 0.38% |
| 6.4% Jamnagar Utilities & Power Private Limited (29/09/2026) ** | Corporate Debt | 0.36% | |
| Nestle India Ltd. | Food Products | Domestic Equities | 0.26% |
| 6% TVS Motor Company Limited | Preference Shares | 0.01% | |
| 9% Yes Bank Limited (18/10/2026) ^ | Corporate Debt | 0.00% | |
| Sun Pharmaceutical Industries Ltd. | Derivatives-Futures | -0.63% | |
| Kotak Mahindra Bank Ltd. | Derivatives-Futures | -0.76% | |
| One97 Communications Ltd. | Derivatives-Futures | -0.78% | |
| Punjab National Bank | Derivatives-Futures | -0.78% | |
| Mahindra & Mahindra Ltd. | Derivatives-Futures | -0.83% | |
| PNB Housing Finance Ltd. | Derivatives-Futures | -0.87% | |
| IndusInd Bank Ltd. | Derivatives-Futures | -0.90% | |
| Reliance Industries Ltd. | Derivatives-Futures | -1.14% | |
| Muthoot Finance Ltd. | Derivatives-Futures | -1.14% | |
| NTPC Ltd. | Derivatives-Futures | -1.18% | |
| Godrej Properties Ltd. | Derivatives-Futures | -1.32% | |
| ICICI Bank Ltd. | Derivatives-Futures | -1.46% | |
| Ambuja Cements Ltd. | Derivatives-Futures | -1.48% | |
| State Bank Of India | Derivatives-Futures | -1.57% | |
| DLF Ltd. | Derivatives-Futures | -1.61% | |
| Larsen & Toubro Ltd. | Derivatives-Futures | -1.70% | |
| HDFC Bank Ltd. | Derivatives-Futures | -1.90% | |
| Adani Ports and Special Economic Zone Ltd. | Derivatives-Futures | -2.01% | |
| Tata Steel Ltd. | Derivatives-Futures | -2.32% | |
| Bharti Airtel Ltd. | Derivatives-Futures | -2.40% | |
| Total | 100.00% |
Mr. Pratish Krishnan has over 24 years of experience in equity markets covering equity research and fund management. Mr.Krishnan is designated as Fund Manager & Senior Analyst with Baroda BNP Paribas AssetManagement India Private Limited. In his previous assignment, he has worked with leading institutional brokerage houses such as Antique Finance, Bank of America Merrill Lynch, SBI Capital Markets in equity research.
Mr. Neeraj Saxena has rich experience of 21 years in the Indian financial services industry, handles the responsibility of being the Fund Manager & Dealer in equity domain for Baroda BNP Paribas AMC. Prior to joining BBNPP AMC, Mr. Saxena was the Assistant Vice President -Institutional Equity Sales at Stratcap Securities. He has also held notable positions like Head -Communication Cell at Karvy Stock Broking and Senior Investment Advisor at Iden Investment Advisor.
Mr. Ankeet Pandya has overall experience of 11 years in financial markets. In the past, he was associated with Incred Asset Management Pvt. Ltd. where he was designated as Assistant Vice President. Prior to that, he has also worked with companies like Motilal Oswal Securities Ltd. amd Elara Capital India Pvt. Ltd. He has around 7 years of experience tracking Healthcare Sector.
AMC
RETURNS
It is an Open ended scheme that primarily invests in Equity Savings.
The primary objective of the Scheme is to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity/ equity related instruments and debt/ money market instruments.
The scheme benchmark is the NIFTY 50 Equity Savings Index - TRI
It is classified as Moderately High Risk, suitable for investors with a Moderately High risk appetite.
Returns Delivered by the funds are as follows:
1-year: 1.84%
3-year: 8.49%
5-year: 7.37%
Top holdings include names such as:
The NAV is around ₹16.88 (approx.) for the Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹274 Cr.
The expense ratio for the Regular Plan is 2.1.
1% on or before 30D, Nil after 30D.
Minimum SIP starts at ₹1000.
The minimum lump sum investment is ₹5000. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Sanjay Chawla, Neeraj Saxena, Ankeet Pandya, Gurvinder Singh Wasan
This fund is suitable for investors with a Moderately High risk tolerance.
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