Compare Mutual Funds

Insights from Fund Comparison

• Both Baroda BNP Paribas Business Cycle Fund (G) and Baroda BNP Paribas Energy Opportunities Fund-Dir (IDCW) are Sectoral / Thematic, Equity schemes. Baroda BNP Paribas Business Cycle Fund (G) is 4 yrs 7 m old and manages ₹567.58 Crs, whereas Baroda BNP Paribas Energy Opportunities Fund-Dir (IDCW) is 1 yrs 2 m old with ₹714.77 Crs.
• Baroda BNP Paribas Business Cycle Fund (G) is older, but Baroda BNP Paribas Energy Opportunities Fund-Dir (IDCW) is larger — suggesting that while Baroda BNP Paribas Business Cycle Fund (G) has more experience, Baroda BNP Paribas Energy Opportunities Fund-Dir (IDCW) may be attracting recent investor interest.
• Baroda BNP Paribas Business Cycle Fund (G) has its top 3 sectors in Banks (20.78%), IT - Software (8.46%), and Automobile (8.26%), while Baroda BNP Paribas Energy Opportunities Fund-Dir (IDCW) focuses on Refineries (25.81%), Power Generation & Distribution (23.66%), and Capital Goods - Electrical Equipment (10.36%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• Baroda BNP Paribas Business Cycle Fund (G) holds ICICI Bank Limited (5.47%), HDFC Bank Limited (5.35%), Reliance Industries Limited (5.08%), Hitachi Energy India Limited (4.95%), and Clearing Corporation of India Ltd (4.79%), whereas Baroda BNP Paribas Energy Opportunities Fund-Dir (IDCW) holds NTPC Limited (8.28%), Reliance Industries Limited (8.19%), Coal India Limited (8.13%), Hindustan Petroleum Corporation Limited (5.98%), and Oil & Natural Gas Corporation Limited (5.28%).
• The funds share exposure to Reliance Industries Limited, which makes their performance partly correlated. However, the unique holdings like ICICI Bank Limited in Baroda BNP Paribas Business Cycle Fund (G) and NTPC Limited in Baroda BNP Paribas Energy Opportunities Fund-Dir (IDCW) can create divergence depending on how these stocks perform.
• In terms of risk profile, Baroda BNP Paribas Business Cycle Fund (G) has 94.52% equity and 0.87% debt, while Baroda BNP Paribas Energy Opportunities Fund-Dir (IDCW) has 94.80% equity and 1.36% debt.
• Risk profile is similar for both funds.
• Baroda BNP Paribas Business Cycle Fund (G) outperformed Baroda BNP Paribas Energy Opportunities Fund-Dir (IDCW) in 1 Year (returns: 7.83% ) but underperformed in 3 Months, 6 Months, 3 Years (returns: -6.27%, -2.72%, 14.80%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.