Rating : ★ ★ ★ ★ ★
BNP Paribas Substantial Equity Hybrid Direct Growth
Aggressive Hybrid Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
1%
Asset Size
625.80 Cr.
(As of 30 Jun, 2021)
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
Objective
The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns
Fund manager
Karthikraj Lakshmanan
Exit load
1 %
(If redeemed within 360 days)Minimum sip
₹500
Minimum investment
₹5000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
ICICI Bank Ltd
6.28%
Axis Bank Ltd
5.38%
HDFC Bank Ltd
4.55%
Rural Electrification Corporation Limited
4.01%
Sector Allocation
About the Scheme Type
Aggressive Hybrid Funds are open ended schemes which invest a large portion of their assets – 65 to 80%, in equity and equity related instruments. The remaining, at least 20%, needs to be invested in debt instruments. Because of the debt component as well, they’re less risky as compared to pure play equity mutual funds but their returns are also less, for the same reason. These funds allow the fund manager to take advantage of arbitrage opportunities, meaning the fund manager can buy securities at a low price in one stock exchange and sell them ata higher price in the other.
Ratings
This fund is rated 5 stars by Morning Star Ratings.