_ap_ufes{"success":true,"siteUrl":"www.investmentyogi.com/w","urls":{"Home":"http://www.investmentyogi.com","Category":"http://www.investmentyogi.com/category/alternative-investment/","Archive":"http://www.investmentyogi.com/2015/02/","Post":"http://www.investmentyogi.com/salient-aspects-of-union-budget-2015/","Page":"http://www.investmentyogi.com/nri/","Nav_menu_item":"http://www.investmentyogi.com/trending/","Wpcf7_contact_form":"http://www.investmentyogi.com/?post_type=wpcf7_contact_form&p=5591","Flare":"http://www.investmentyogi.com/flare/email/"}}_ap_ufee

Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – BNP Paribas Tax Advantage

0 Flares 0 Flares ×

Fund Name: BNP Paribas Tax Advantage (G)

CRISIL Rank: NA

Category: ELSS

Expense Ratio: 2.92%

Risk Level: Average

Benchmark: S&P BSE 200

Objective: To generate long term capital growth from a diversified and actively managed portfolio of equity and equity related securities along with income tax rebate, as may be prevalent from time to time.

Returns (Annualized)

1-Year3-Year5-Year
5.65%9.62%19.68%

Our Review

BNP Paribas Tax Advantage (G) has made its inception in the year 2006. Since inception, it has produced annualized returns of 7.09%. It has managed to beat the benchmark index as well as category average comprehensively in the 1, 3 and 5 year returns.

Top 5 holdings of the fund include CBLO, HDFC bank, Bharti Airtel, ITC and TCS. The fund invests 63% of assets into large caps, 25% in mid caps and the rest in small caps. The fund has delivered good returns for its investors in the 3 and 5 year time frame which means it has the potential to deliver for the long term. The only issue with the fund is slightly higher expense ratio of close to 3%.

0 Flares Facebook 0 Google+ 0 Twitter 0 Email -- 0 Flares ×