Compare Mutual Funds

Insights from Fund Comparison

• Both Baroda BNP Paribas Energy Opportunities Fund-Dir (G) and Baroda BNP Paribas Business Conglomerates Fund-Dir (IDCW) are Sectoral / Thematic, Equity schemes. Baroda BNP Paribas Energy Opportunities Fund-Dir (G) is 1 yrs 2 m old and manages ₹714.77 Crs, whereas Baroda BNP Paribas Business Conglomerates Fund-Dir (IDCW) is 0 yrs 7 m old with ₹713.9 Crs.
• Both funds are fairly comparable in terms of age and size.
• Baroda BNP Paribas Energy Opportunities Fund-Dir (G) has its top 3 sectors in Refineries (25.81%), Power Generation & Distribution (23.66%), and Capital Goods - Electrical Equipment (10.36%), while Baroda BNP Paribas Business Conglomerates Fund-Dir (IDCW) focuses on Automobile (14.27%), Finance (10.33%), and Infrastructure Developers & Operators (9.71%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• Baroda BNP Paribas Energy Opportunities Fund-Dir (G) 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%), whereas Baroda BNP Paribas Business Conglomerates Fund-Dir (IDCW) holds Larsen & Toubro Limited (9.71%), Reliance Industries Limited (7.91%), Mahindra & Mahindra Limited (7.71%), Bajaj Finance Limited (4.39%), and Clearing Corporation of India Ltd (3.73%).
• The funds share exposure to Reliance Industries Limited, which makes their performance partly correlated. However, the unique holdings like NTPC Limited in Baroda BNP Paribas Energy Opportunities Fund-Dir (G) and Larsen & Toubro Limited in Baroda BNP Paribas Business Conglomerates Fund-Dir (IDCW) can create divergence depending on how these stocks perform.
• In terms of risk profile, Baroda BNP Paribas Energy Opportunities Fund-Dir (G) has 94.80% equity and 1.36% debt, while Baroda BNP Paribas Business Conglomerates Fund-Dir (IDCW) has 94.68% equity and 2.12% debt.
• Risk profile is similar for both funds.
• Baroda BNP Paribas Energy Opportunities Fund-Dir (G) showed short-term strength over 3 Months, 6 Months (returns: 1.81%, 1.84%), outperforming Baroda BNP Paribas Business Conglomerates Fund-Dir (IDCW) by 8.12%, 5.57%. However, other periods (1 Year, returns: 13.25% ) lagged behind, suggesting this could be a temporary upswing. Monitor for sustained momentum before making long-term decisions.