Are you seeking a potential avenue for long-term capital appreciation through small-cap investments? Look no further, as Baroda BNP Paribas Mutual Fund has recently announced the launch of the Baroda BNP Paribas Small Cap Fund. In this blog post, we delve into the details of this open-ended equity value fund scheme, providing you with essential information to make an informed investment decision.
Understanding the Fund
Type of Mutual Fund Scheme:
Open-ended equity value fund predominantly investing in small-cap stocks.
Objective:
Generate long-term capital appreciation by investing in equity and equity-related securities of small-cap companies. It's crucial to note that the scheme doesn't guarantee or indicate any returns, and there's no assurance that the investment objectives will be realized.
Subscription Period:
The scheme opened for public subscription on October 06, 2023, and will close on October 20, 2023. It reopens for continuous sale and repurchase within five business days from the date of allotment.
Investment Details
Minimum Investment: ₹5000 per plan/option, with multiples of Re 1. No upper limit for investment.
Asset Allocation:
Under normal circumstances, the asset allocation of the Scheme will be as follows:
Comparison with Similar Funds
Many asset management companies have launched small-cap equity funds. Here are some notable ones:
Returns as on 06-Oct-2023
Benchmark and Entry/Exit Loads
Benchmark: Nifty Small Cap 250 TRI.
Entry and Exit Loads:
Entry Load: None
Exit Load:
Up to 10% of units within one year from allotment: Nil
In excess of 10% within one year: 1% of NAV
After one year from allotment: Nil
Fund Management
Fund Managers: Shiv Chanani and Miten Vora.
Who should Invest?
Investors with predominant large and mid-cap portfolio looking for diversification into small caps.
Long-term investors looking for comparatively higher returns with higher risks.
Investors willing to invest for more than 5 years.
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*Investors should consult their financial advisors if in doubt about whether the product is suitable for them
Note: The above information has been sourced from the Scheme Information Document provided by Baroda BNP Paribas Asset Management. Read the entire document before investing, Disclaimer: Jaiprakash (ARN/Distributor - 70524; brand name Vasundhra Investment) is the distributor of the mutual fund. Please consult your investment advisor before investing
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.