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BNP Paribas Long Term Equity Fund - Direct Plan

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 along with income tax rebate, as may be prevalent from time to time. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

Suitability

This product is suitable for investors who are seeking

• Wealth Creation in long term

• Investments in diversified and actively managed portfolio of equity and equity related securities across market capitalisation along with income tax rebate

Fund Info

Scheme Class	Equity
Scheme Category	ELSS (Tax Savings)
Expense Ratio	1.19%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 399
AMC AUM (in Crs.)	₹ 7,209
Min Addition Subscription	₹ 500

Benchmark Type

S&P BSE 200 India TR INR

Exit Load

3 Years Lockin

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Mirae Asset Tax Saver Fund - Direct Plan	500	500	11.82%
Axis Long Term Equity Fund - Direct Plan	500	500	13.02%
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan	500	500	7.68%
L&T Tax Advantage Fund - Direct Plan	500	500	3.23%
Aditya Birla Sun Life Tax Relief 96 - Direct Plan	500	500	5.35%
Tata India Tax Savings Fund - Direct Plan	500	500	6.11%
Axis Long Term Equity Fund - Direct Plan	500	500	13.02%
IDFC Tax Advantage (ELSS) Fund - Direct Plan	500	500	3.86%

Top 10 Holdings

Company	Holding Type	Asset(%)
Treps	Cash - Repurchase Agreement	7
HDFC Bank Ltd	Equity	7
Infosys Ltd	Equity	6
ICICI Bank Ltd	Equity	6
Bharti Airtel Ltd	Equity	5
Tata Consultancy Services Ltd	Equity	5
Reliance Industries Ltd	Equity	4
Housing Development Finance Corp Ltd	Equity	3
HCL Technologies Ltd	Equity	3
SBI Life Insurance Co Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	92
Cash - Repurchase Agreement	7
Cash	1

Sector Allocation(%)

Sector	Percent
Financial Services	27
Technology	14
Consumer Defensive	9
Communication Services	8
Consumer Cyclical	8

Fund Manager

Karthikraj Lakshmanan

3+ years of experience

Abhijeet Dey

3+ years of experience

BNP Paribas Mutual Fund

AUM₹7,209 Cr

About

BNP Paribas Asset Management is present in over 30 countries and it is largest asset manager of Europe, managing asset over EUR 571 bn. This AMC boasts of having a world class and wide range of investment solutions that aims to optimize an investor capital to the fullest. BNP Paribas Asset Management is the dedicated asset management business line of BNP Paribas.##BNP Paribas has a host of mutual funds that they offer across various market capitalization and categories. All these schemes are designed keeping in mind risk appetite of an investor and ideal investment duration.##They believe that their success mantra lies in their investment philosophy which is basically to invest with a highly disciplined approach. The AMC combines a top-down and bottom-up method of investing which compliments their growth - at a reasonable price policy.##Their main target is to fuse local market knowledge, along with their vast experience in dealing with various market cycles across the globe.

Phone

18001022595

Address

BNP Paribas House, 1, North Avenue, Maker Maxity, Bandra Kurla Complex, -

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m