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Baroda BNP Paribas Health And Wellness

 


🏥 Overview & Theme



  • Type: Open‑ended, thematic equity fund focusing primarily on healthcare and wellness sectors, including pharmaceuticals, biotech, hospitals, diagnostics, nutrition, fitness, and related services   
  • Objective: To provide long-term capital appreciation by investing at least 80% in equity and equity-linked instruments of companies in the pharma and healthcare sector—benchmarking against the BSE Healthcare Total Return Index   






📅 NFO Timelines



  • NFO Opens: June 9, 2025   
  • NFO Closes: June 23, 2025   
  • Allotment Date: Around June 27, 2025   
  • Scheme Reopens: Approximately 5 business days post-NFO allotment   






💸 Investment Terms



  • Minimum Subscription:
    • Lumpsum: ₹1,000 (and multiples of ₹1)   
    • SIP: ₹500 per installment (daily/weekly/monthly), or ₹1,500 per quarter   

  • Allocation:
    • 80–100% in pharma & healthcare equity
    • 0–20% in other equities or equity-related instruments
    • Up to 20% in debt/money market instruments; up to 10% in mutual funds or REITs/InVITs   






🔁 Load & Exit Terms



  • Exit Load:
    • No exit load for redemptions up to 10% of holdings within 1 year
    • 1% exit load on excess redemptions within 1 year
    • No exit load after 1 year   






🧠 Fund Manager & Risk Level



  • Fund Manager: Mr. Sanjay Chawla (also oversees other equity schemes)   
  • Riskometer Rating: Very High   






🎯 Strategy & Investment Universe



  • Bottom-up stock picking across the healthcare value chain:
    • Pharmaceuticals, biotech, API producers
    • CROs/CDMOs (research & contract manufacturing)
    • Hospitals, diagnostics, medical devices, pharmacy retail
    • Wellness segments like fitness, nutritional supplements, assisted living   






⚖️ Rationale & Outlook



  • Thematic megatrend: rising life expectancy, higher chronic disease prevalence, growing disposable incomes, and government policy support   
  • India’s healthcare sector projected to grow substantially, creating multi-decade investment opportunities   






📌 Suitability & Horizon



  • Best suited for investors with a medium-to-long-term horizon (3+ years), seeking focused exposure to healthcare/wellness themes   


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