NFO Monitor

Fund Fact

Name of Funds:

Baroda BNP Paribas Retirement

Opening:

8th May 2024

Closing:

22nd May 2024

Minimum Investment:

Rs. 1,000 and in multiples of Re. 1 thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

Nil

Fund Stats

Objective:

The primary investment objective of the Scheme is to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments with a view to provide a retirement solution to investors.

Benchmark:

BSE 500

Fund Manager:

Pratish Krishnan, Mayank Prakash, Miten Vora

Asset Allocation

65-80% Equity 20-35% Money Market

20-35% Debt upto 10% Others

Comparable existing schemes

UTI Retirement Fund	10.2(6M)	18.11(1Y)
Union Retirement Fund	16.33(6M)	35.13(1Y)

Fund Prognosis

Idea Distiller

The idea is the 10 crore people who will retire soon. And mostly without retirement benefits. And that's a huge market to tap in.

Fund House AAUM:
Rs 3564645.85 Lakhs(as on 31st March, 2024)
Fund Manager:
Combined experience of above 23 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

The proof is in the outcome. Over time. A long time. But of course if you have nothing planned yet, you can take a small stance on it. But wait before you jump headlong.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028