BNP Paribas Asset Management India Private Ltd

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BNP Paribas is an investment management firm that provides services to individuals, high net worth individuals, and institutional clients. Also, the firm manages mutual funds for its clients and invests in public equity and fixed income markets of India. It also invests in growth oriented value stocks of companies and employs fundamental analysis with a combination of top down and bottom up stock picking approach and follows a GARP approach to make its investments. BNPP Asset Management India Private Limited was founded in 2004 and is headquartered in Mumbai with branches in New Delhi, Ahmedabad, Bangalore, Hyderabad, Kolkata, Chennai, and Pune.

Key Features

  • One of the world’s leading Asset Management Company with nearly EUR 420 Billion in assets under management and advisory.
  • Presence in over 30 countries in 5 continents with an employee base of over 3,000 employees.
  • A team of over 530 investment professionals specializing in a particular asset class or product type.

There are three types of funds offered by the BNP Paribas Asset Management Company, namely Equity Funds, Debt Funds and Hybrid Funds.

Equity Funds

1.     BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund is an open-ended equity fund introduced on 23rd September 2004, in which the investors seek returns from an actively managed diversified portfolio of equity and equity related schemes.

The prime objective of this fund is to generate long-term capital appreciation from a diversified portfolio of equity and equity related schemes by majorly investing in large market capitalization companies. However, there is no guarantee that the objective of the investment fund would be realized and also, the Scheme does not guarantee any returns.

Systematic Investment Plan (SIP): Daily, Weekly, Monthly, Quarterly Plans Available

Systematic Withdrawal Plan (SWP): Weekly, Monthly, Quarterly Plans Available

2.     BNP Paribas Long Term Equity Fund

BNP Paribas Long Term Equity Fund is an open-ended equity fund introduced on 5th January 2006, in which the investors seek the potential growth of equities along with the added benefit of tax savings under Section 80C of the Income Tax Act, 1961.

The prime objective of this fund is to generate long-term capital appreciation from a diversified portfolio of equity and equity related schemes along with income tax rebate, as per eligibility. However, there is no guarantee that the objective of the investment fund would be realized and also, the Scheme does not guarantee any returns.

Systematic Investment Plan (SIP): Daily, Weekly, Monthly, Quarterly Plans Available

Systematic Withdrawal Plan (SWP): Monthly and Quarterly Plans Available

3.     BNP Paribas Multi-Cap Fund

BNP Paribas Multi-Cap Equity Fund is an open-ended equity fund introduced on 15th September 2005, in which the investors seek to take advantage of the opportunities from the equity market along with a regular income from a portfolio of high dividend yielding stocks.

The prime objective of this fund is to generate long-term capital appreciation from an actively managed portfolio of equity and equity related schemes across market capitalization. However, there is no guarantee that the objective of the investment fund would be realized and also, the Scheme does not guarantee any returns.

Systematic Investment Plan (SIP): Daily, Weekly, Monthly, Quarterly Plans Available

Systematic Withdrawal Plan (SWP): Weekly, Monthly and Quarterly Plans Available

4.     BNP Paribas Midcap Fund

BNP Paribas Mid-Cap Equity Fund is an open-ended equity fund introduced on 2nd May 2006, in which the investors seek to take advantage of the investment opportunities in the mid and small capitalization segment.

The prime objective of this fund is to generate long-term capital appreciation by investing majorly in firms with high growth opportunities in the mid-cap segment. In this fund, the main focus is laid on companies that offer long-term growth and that are driven by a dynamic style of entrepreneurial flair and management. However, there is no guarantee that the objective of the investment fund would be realized and also, the Scheme does not guarantee any returns.

Systematic Investment Plan (SIP): Daily, Weekly, Monthly, Quarterly Plans Available

Systematic Withdrawal Plan (SWP): Weekly, Monthly and Quarterly Plans Available

5.     BNP Paribas Focused 25 Equity Fund

BNP Paribas Focused 25 Equity Fund is an open-ended equity fund introduced on 6th October 2017. The prime objective of this fund is to generate long-term capital appreciation by investing in a determined portfolio of equity and equity related instruments of up to 25 companies and the remaining in money market instruments and debt securities.

Systematic Investment Plan (SIP): Daily, Weekly, Monthly, Quarterly Plans Available

Systematic Withdrawal Plan (SWP): Weekly, Monthly and Quarterly Plans Available

6.     BNP Paribas India Consumption Fund

BNP Paribas India Consumption Equity Fund is an open-ended equity fund introduced on 7th September 2018, in which the investors seek long-term growth of capital by investing in companies expected to benefit by providing services and products to the growing needs of Indian investors.

The prime objective of this fund is to generate long-term capital appreciation and provide long-term growth opportunities by investing in debt and money market securities.

Systematic Investment Plan (SIP): Daily, Weekly, Monthly, Quarterly

Systematic Withdrawal Plan (SWP): Monthly and Quarterly Plans Available

Debt Funds

1.     BNP Paribas Flexi Debt Fund

BNP Paribas Flexi Debt Fund is an open-ended debt fund introduced on 23rd September 2004, in which the investors seek to take advantage of debt markets and make an investment for the duration between 9 to 12 months.

The prime objective of this fund is to generate income through investments in Debt securities and Money Market Instruments of different maturities with a view to maximizing the income while maintaining an optimum balance between safety, yield, and liquidity.

2.     BNP Paribas Corporate Bond Fund

BNP Paribas Corporate Bond Fund is a short-term open-ended debt fund introduced on 8th November 2008, in which the investors seek to take advantage of debt markets and make an investment for the duration between 12 to 18 months.

The prime objective of this fund is to generate income and capital appreciation through investments majorly in AA+ and above rated corporate bonds.

3.     BNP Paribas Short Term Fund

BNP Paribas Short Term Fund is an open-ended debt fund introduced on 13th September 2004, in which the investors seek to insulate themselves from price volatility caused by interest rate movements in the debt markets.

The prime objective of this fund is to generate a consistent income with the prudent risk from a portfolio comprising various money market instruments and debt securities.

4.     BNP Paribas Low Duration Fund

BNP Paribas Low Duration Fund is an open-ended debt fund introduced on 21st October 2005, in which the investors who want to invest money for the medium term and seek returns in terms of interest rate volatility.

The prime objective of this fund is to generate a consistent income with the prudent risk from a portfolio comprising various money market instruments and debt securities such that the Macaulay duration is between 6 to 12 months.

5.     BNP Paribas Liquid Fund

BNP Paribas Liquid Fund is an open-ended debt fund introduced on 2nd September 2004, in which the investors seek to earn regular returns in line with the overnight rates and invest for a period of 1 day to one month.

The prime objective of this fund is to generate regular returns in line with the overnight rates.

6.     BNP Paribas Medium Term Fund

BNP Paribas Liquid Fund is an open-ended debt fund introduced on 5th March 2014, in which the investors seek consistent income in the medium term and in which investments are made in debt and money market instruments with maturity ranging from 3 to 7 years.

The prime objective of this fund is to generate optimized returns by investing in Debt and Money Market instruments so that the Macaulay duration is between 3 year and 4 years.

Hybrid Funds

1.     BNP Paribas Arbitrage Fund

BNP Paribas Arbitrage Fund is an open-ended hybrid fund introduced on 28th December 2016, in which the investors seek investment in equity and equity related schemes, including use of equity derivatives strategies and arbitrage opportunities with exposure in money market and debt instruments.

The prime objective of this fund is to generate income and capital growth by investing in equity and equity related instruments.

2.     BNP Paribas Substantial Equity Hybrid Fund

BNP Paribas Substantial Equity Hybrid Fund is an open-ended hybrid fund introduced on 7th April 2017, in which the investors majorly invest in equity and equity related schemes and the remaining is invested in money market instruments and debt securities.

The prime objective of this fund is to generate income and capital growth by investing in equity and equity related instruments and also, fixed income instruments.

3.     BNP Paribas Conservative Hybrid Fund

BNP Paribas Conservative Hybrid Fund is an open-ended hybrid fund introduced on 23rd September 2004, in which the investors seek the stability offered by debt & growth potential of equities.

The prime objective of this fund is to generate consistent returns through major investment in Debt and Money Market Instruments and also, to generate long-term capital growth by investing some assets in equity and equity-related securities.

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