Fundalysisby DARKHORSESTOCKS

Scheme

Baroda BNP Paribas Equity Savings Fund

Holds 53 companies worth ₹179 Cr in Sept 2026.

  • Fund house

    BNPThe fund house that runs this scheme.

  • AUM

    ₹267 CrBaroda BNP Paribas Equity Savings Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 7.4% on Aug 2026, ₹289 Cr.

  • Largest holding

    ICICI BankICICI Bank is 4.3% of this scheme's NAV.

  • Fund manager

    Neeraj SaxenaRuns it since 21 Oct 2024, as the fund house dates it. With Jitendra Sriram (fund manager), Kushant Arora (fund manager), Vikram Pamnani (fund manager).

Overview(5 Oct 2026)

Fund managers4

  1. Neeraj SaxenaFund manager, equity · Oct 2024 · 21y · PGDM
  2. Jitendra SriramFund manager, equity · Jul 2026 · 27y · B.E.
  3. Kushant AroraFund manager · Jul 2026 · 11y · CA FRM
  4. Vikram PamnaniFund manager, debt · Sept 2026 · 16y · PGDM
  1. Gurvinder Singh WasanOct 2024 – Sept 2026
  2. Sanjay ChawlaMay 2026 – Jul 2026

Key facts

Benchmark
Nifty Equity Savings Index TRI
Risk
Moderately High
Expense
Regular 2.84% · Direct 1.71%
Exit load
1% within 30 days
Started
25 Jul 2019
Minimum
₹5,000

Source.Its Scheme Summary Document as of 5 Oct 2026 at AMFI.

What changed(25 changes)

Sept 2026

3 changes
  1. Vikram Pamnani joined
    24 Septas fund manager (debt)
  2. Gurvinder Singh Wasan left
    24 Septran it as fund manager (debt) from Oct 2024
  3. Expense ratio
    14 SeptDirect 1.67% → 1.68%

Aug 2026

1 change
  1. Expense ratio
    13 AugRegular 3.3% → 2.81%Direct 2.15% → 1.67%

Jul 2026

5 changes
  1. Jitendra Sriram joined
    14 Julas fund manager (equity)
  2. Kushant Arora joined
    14 Julas fund manager
  3. Sanjay Chawla left
    14 Julran it as fund manager (equity) from May 2026
  4. Ankeet Pandya left
    14 Julran it as fund manager (equity) from Jan 2025
  5. Expense ratio
    14 JulRegular 2.53% → 3.3%Direct 1.39% → 2.15%

Source.Its filings at NSE, since Jul 2024.

Fund managers over time(Sept 2019 – now)

  1. Neeraj Saxena
  2. Jitendra Sriram
  3. Kushant Arora
  4. Vikram Pamnani
  5. Gurvinder Singh Wasan
  6. Sanjay Chawla
  7. Ankeet Pandya
  8. Pratish Krishnan
  9. Miten Vora
  10. Prashant Pimple
  11. Vikram Pamnani
MainCoSlice2020202120222023202420252026
Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

Costs(Jul 2024 – Oct 2026)

Every change to the expense ratio, newest first.
11 changesRegularDirectΔ pt
14 Sept 20262.81%1.68%0.01
13 Aug 20262.81%1.67%0.48
14 Jul 20263.30%2.15%0.76
14 Jun 20262.53%1.39%0.03
14 May 20262.56%1.42%0.55
14 Apr 20263.11%1.97%0.57
14 Dec 20252.50%1.40%0.03
14 May 20252.50%1.37%0.06
13 Dec 20242.48%1.31%0.09
15 Oct 20242.49%1.40%0.09
31 Jul 20242.50%1.49%–
Direct plan, 14 Sept 2026
1.68%
Regular plan 2.81% · Exit load 1% within 30 days
Fig. 1.Total expense ratio a year, each plan's, as its Scheme Summary Documents state it, filing by filing at NSE. A change holds until the next.

Objective and risk(5 Oct 2026)

Objective

The primary objective of the Scheme is to generate capital appreciation and income by using arbitrage opportunities, investment in equity / equity related instruments and debt/ money market instruments.

Risk, type and benchmark

Riskometer
Moderately High
At launch
Low to Moderate
Type
An open ended scheme investing in equity, arbitrage and debt instruments.
Benchmark
Nifty Equity Savings Index TRI

Asset allocation it may hold% of NAV

  1. Equity & Equity related securities of which
    Allowed65–90%
  2. (i) Equity and equity related securities (unhedged)
    Allowed15–40%
  3. (ii) Equities, equity related securities and derivatives including index futures, stock futures, index options and stock options, etc as part of hedged/arbitrage exposure (hedged)
    Allowed25–75%
  4. Debt and Money Market instruments
    Allowed10–35%Holds33.0%
  5. Investments in InvITs
    Allowed0–10%Holds0.0%

Holds in Sept 2026.67.0% equity · 33.0% debt and cash

How to invest(5 Oct 2026)

Buying

To start
₹5,000, then in multiples of ₹1
To add
₹1,000, then in multiples of ₹1
Systematic
SIP - Daily, Weekly, Monthly, Quarterly SWP - Weekly, Monthly & Quarterly STP - Daily, Weekly, Forthnightly, Monthly & Quarterly
Minimum
SIP - 500 for daily, weekly & monthly and 1500 for quarterly, SWP - Rs. 1000 for Weekly , Monthly and 1500 for quarterly, STP - Rs. 1000 for daily, weekly, fortnightly, monthly and Rs. 1500 for quarterly, then sIP - Rs. 1, SWP - Rs. 1, STP - Rs. 1

Selling and switching

To redeem
₹1,000 or There will be no minimum redemption criterion for Unit based redemption units
Switch minimum
Minimum Amount for Switch In : 5000 Minimum Amount for Switch Out : 1000

Scheme details(5 Oct 2026)

What it is

Category
Equity Savings
Offer
4 Jul 2019 to 18 Jul 2019
Started
25 Jul 2019
Reopened
25 Jul 2019
Plans
Regular & Direct
Face value
₹10
Listed
At present, the Units of the Scheme are not proposed to be listed on any stock exchange. However, the AMC / Trustee may at their sole discretion list the Units under the Scheme on one or more stock exchanges at a later date.

How it is run

Swing pricing
No
Side-pocketing
Yes
Custodian
Deutsche Bank AG
Auditor
S.R. Batliboi & Co. LLP, Chartered Accountants
Registrar
KFin Technologies Limited
SEBI code
BBNP/O/H/ESF/19/02/0022