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Fund Facts
  • Name of Fund:
    Baroda BNP Paribas Health and Wellness
  • Opening:
    9th June 2025
  • Closing:
    23rd June 2025
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic - Pharma
  • 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 Road:
    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
  • Thereafter:
    Nil

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
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

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

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