Baroda BNP Paribas Energy Opportunities Fund – Direct (G) : NFO Details

The Baroda BNP Paribas Energy Opportunities Fund's thematic energy equity scheme aims to deliver long-term capital appreciation by investing in companies engaged in energy-related activities. This includes exploration, production, transportation, and processing across traditional and new energy sectors such as oil & gas, utilities, and power. The open-ended fund, available for subscription from January 21 to February 4, 2025, requires a minimum investment of ₹1,000. Managed by experienced fund managers Sanjay Chawla and Sandeep Jain, it offers growth and IDCW plans, with a very high-risk rating.

Details of the NFO: Baroda BNP Paribas Energy Opportunities Fund – Direct (G)

Investment Objective and Strategy

Objective:

The investment objective of the Scheme is to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies engaging in activities such as exploration, production, distribution, transportation and processing of traditional & new energy including but not limited to industries/sectors such as oil & gas, utilities and power. The Scheme does not guarantee/indicate any returns. There can be no assurance that the scheme's objective will be achieved.

Investment Strategy:

The scheme seeks to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies engaging in activities such as exploration, production, distribution, transportation and processing of traditional & new energy including but not limited to industries/sectors such as oil & gas, utilities and power.

1. Equity and Equity-related Instruments: Investments include convertible bonds, debentures, preference shares, warrants, and derivatives linked to equity shares.

2. Foreign Investments: Includes American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs), overseas ETFs, and global mutual fund units, adhering to SEBI guidelines.

3. REITs and InVITs: Investments in units of Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InVITs).

4. Money Market Instruments: Includes treasury bills, commercial papers, certificates of deposit, and tri-party repo agreements on government securities or T-bills.

5. Mutual Funds: Investments in open-ended mutual fund schemes registered with SEBI.

6. Corporate Bonds: Includes debt instruments issued by banks, public sector undertakings, government agencies, statutory bodies, and companies, excluding central and state government securities.

7. Government Securities: Investments in central or state government securities with sovereign guarantees, treasury borrowing support, or other government backing.

8. Quasi-government and Public Sector Securities: Includes securities from government agencies, public sector undertakings, and statutory bodies, which may or may not be guaranteed by the government.

9. Non-convertible Securities: Covers debentures, coupon-bearing bonds, zero-coupon bonds, and other permitted non-convertible debt instruments.

10. Securitized Debt: Includes asset-backed and mortgage-backed securities, single loan securitization, and other structured financial products permitted by SEBI and RBI.

What are the Risk controlling Measures?

Investments made by the Scheme would be in accordance with the investment objective of the Scheme and the provisions of the SEBI (MF) Regulations. Since investing requires disciplined risk management, the AMC would incorporate adequate safeguards for controlling risks in the portfolio construction process. While allocating and choosing securities, the Investment Manager will aim to diversify by gaining broad
exposure to different industries and companies in order to reduce risk.