myplexus

NFO Monitor

Fund Fact

Name of Funds:

Baroda BNP Paribas Health and Wellness

Opening:

9th June 2025

Closing:

23rd June 2025

Minimum Investment:

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

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1.00% of applicable NAV if redemption/switch out of units is above 10% of units allotted within 1 year from the date of allotment

Fund Stats

Objective:

The primary objective of the Scheme is to provide long-term capital appreciation by investing predominantly in equity and equity related instruments of Pharma and Healthcare companies.

Benchmark:

BSE HEALTHCARE

Fund Manager:

Sanjay Chawla

Asset Allocation

80%-100% Equity upto 20% Debt

upto 10% Money Market upto 10% Others

Comparable existing schemes

Aditya Birla Sun Life Pharma and Healthcare fund	12.50(1Y)	24.07(3Y)
DSP Healthcare Fund	17.95(1Y)	27.30(3Y)

Fund Prognosis

Idea Distiller

Health and wellness comprises of pharma, healthcare and many allied services and products. With rising affluence, bigger opportunities should arise.

Fund House AAUM:
Rs. 4554083.03 lakhs (as on 31st March, 2025)
Fund Manager:
Experience of above 33 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Well it is not a new sector. There could be tweaks but unlikely to be substantial. I would sit it out.

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