INF955L01GX2
₹750
The Baroda BNP Paribas Energy Opportunities Fund is a thematic equity fund that focuses on 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.
The scheme will invest at least 80% of its assets in stocks of companies involved in energy and allied sectors which can include production, distribution, and related services. The fund aims to capitalize on India's growing energy sector, driven by the country's economic transformation and increasing energy consumption needs.
Key investment highlights:
- Launched on 10 February, 2025
- Focus on traditional and renewable energy companies
- Benchmark: Nifty Energy Total Returns Index (TRI)
- CAGR return of 12.96% since inception (as of May 19, 2025)
The fund is managed by Sanjay Chawla, who brings extensive experience in equity fund management and research.
Sanjay Chawla - Chief Investment Officer (Equity)
- Over 34 years of experience in fund management, equity research and Management Consultancy
- Masters of Management Studies from Birla Institute of Technology & Science (BITS), Pilani
- Previously worked with Baroda Asset Management India Limited as Chief Investment officer, Birla SunLife AMC as Sr. Fund Manager-Equity, managing various schemes with different strategies
- Also worked as Head of Research with SBI Capital Markets and in various capacities in the equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities
Baroda BNP Paribas Mutual Fund is a joint venture between two established financial institutions. Bank of Baroda, one of India's leading public sector banks, has partnered with BNP Paribas Asset Management, the asset management arm of BNP Paribas, a leading financial services group in Europe with global reach, to form Baroda BNP Paribas Mutual Fund.
Key strengths of the AMC:
- Backed by bank of Baroda and BNP Paribas AM, institutions that have more than 100 year of expertise
- Touchpoints at more than 121+ Indian cities to service investors and distributors
- Serving over a million investor folios and 25,400+ distributors
- A stellar team of investment experts with 300+ years of cumulative asset management experience
- 42 schemes across a wide variety of categories for varied financial needs
This fund may be suitable for investors who:
Advantages:
- Seek exposure to India's growing energy sector transformation
- Want to participate in both traditional and renewable energy opportunities
- Have a long-term investment horizon (5+ years)
- Are comfortable with sector-specific risks and high volatility
- Believe in India's energy consumption growth story
Key Considerations:
- The fund is rated Very High risk due to sector concentration
- Being a thematic fund, it carries concentration risk in the energy sector
- Standard deviation of 18.61-18.62 indicates higher volatility
- Performance depends heavily on energy sector performance
Financial Metrics (as of May 19, 2025):
- AUM: ₹750.07 Cr
- Expense Ratio (Direct): 0.70%
- Expense Ratio (Regular): 2.30%
- Minimum SIP: ₹500
- Minimum Lumpsum: ₹1,000
What is today's NAV of Baroda BNP Paribas Energy Opportunities Fund?
The current NAV varies by date, with recent values around ₹11.19-₹11.30. Please check the latest NAV on the AMC website or financial platforms for real-time updates.
What is the AUM of Baroda BNP Paribas Energy Opportunities Fund?
The fund has an AUM of ₹750.07 Cr as of May 19, 2025.
What is the expense ratio of Baroda BNP Paribas Energy Opportunities Fund?
The expense ratio is 0.70% for Direct Plan and 2.30% for Regular Plan as of May 19, 2025.
What are the returns of Baroda BNP Paribas Energy Opportunities Fund since inception?
The fund has delivered a CAGR return of 12.96% since inception (February 10, 2025 to May 19, 2025).
What is the minimum SIP amount to invest in Baroda BNP Paribas Energy Opportunities Fund?
The minimum SIP amount is ₹500 per month.
How do I invest in Baroda BNP Paribas Energy Opportunities Fund?
You can invest through Allvest's platform online, AMC's website, or through authorized distributors. Complete KYC and choose between lumpsum or SIP options.
How to start a SIP in Baroda BNP Paribas Energy Opportunities Fund?
Register on Allvest or the AMC website, complete KYC verification, select SIP option, choose investment amount and frequency, and set up auto-debit instructions.
How do I automate an SIP in Baroda BNP Paribas Energy Opportunities Fund?
Set up auto-debit mandate with your bank account through Allvest or the AMC platform. This will automatically deduct the SIP amount on your chosen dates.
How can I withdraw/redeem my investment in Baroda BNP Paribas Energy Opportunities Fund?
You can redeem online through Allvest, AMC website, or submit physical redemption forms. Note the exit load of 1% if redeeming within 1 year for amounts exceeding 10% of investment.
Clients/Investors to abstain them from dealing in any schemes of unauthorised collective investments / portfolio management, indicative/ guaranteed/fixed returns / payments etc.
Sr. No
Name of KMP
Designation
Mobile Number
Email ID
2.
Mr. Amit Bansal
Designated Director /
Compliance Officer