myplexus

NFO Monitor

Fund Fact

Name of Funds:

Baroda BNP Paribas Energy Opportunities

Opening:

21st January 2025

Closing:

4th February 2025

Minimum Investment:

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

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1% of NAV if units are redeemed/switched out in excess of 10% of the units purchased within 1 year from the date of allotment

Fund Stats

Objective:

The investment objective of the Scheme is to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies engaging in activities such as exploration, production, distribution, transportation and processing of traditional & new energy including but not limited to industries/sectors such as oil & gas, utilities and power.

Benchmark:

NIFTY ENERGY

Fund Manager:

Sanjay Chawla, Sandeep Jain

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

ICICI Prudential Energy Opportunities Fund	-7.85(6M)	Not Available
SBI Energy Opportunities Fund	-15.29(6M)	Not Available

Fund Prognosis

Idea Distiller

A new category with the old Energy category which gives them the amplitude to include many more scrips and sectors.

Fund House AAUM:
Rs 4679090.1 Lakhs(as on 31st December, 2024)
Fund Manager:
Combined experience of above 33 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

It is not a narrow category for sure and stock and sub category options are there. I am neutral-positive on the sector. But it is your call.

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