About Baroda Business Cycle Fund
BUSINESS CYCLE INVESTING – KEY DIFFERENTIATORS
- Top-Down Approach - Focus on Macro indicators for sector allocation
- Wind Shield Approach - Focus on forward indicators rather than historical data
- Flexible Approach - Exposure to a set of sectors that are beneficiaries from the economic recovery & is not restrictive in its investment approach
- First Mover Advantage - Based on the lead indicators, opportunities are identified well ahead of time
- Agility - Investments across sectors are not static in nature & are rotated based on business cycle phase
- Strong consumer demand across sectors as economy reopens
- Robust earnings growth after a lost decade
- Monitor Macro Indicators & identify Business Cycle Opportunities
- Identify themes / sectors based on business cycle opportunity
- Identify stocks based on finalised themes / sectors
- A periodic assessment of the macro-economic environment and the subsequent investment approach is conducted, based on which the portfolio may be reallocated.
BARODA BUSINESS CYCLE FUND – KEY BENEFITS
- A fund which could benefit from the changes in the Economic Cycle
- Investing is based on the Macro-Economic Indicators rather than themes or sectors
- Agility to move across sectors, with no sectoral caps on allocation
- Top-Down Approach with Bottom-up stock selection
BARODA BUSINESS CYCLE FUND – FUND SUITABILITY
- Investors aiming to benefit from the strategic fund positioning based on the business cycle phase
- Investors aiming to benefit from economic recovery over the next few years
- Investors aiming to add style diversification to their portfolio
- Investors aiming wealth creation through a fund which could provide higher alpha and better risk-adjusted returns over the long term
Scheme Details
Type: An open-ended
equity scheme following the Business Cycles theme.
Investment Objective: The
primary objective of the Scheme is to generate long term capital appreciation
for investors by investing predominantly in equity and equity related
securities with a focus on riding business cycles through dynamic allocation
between various sectors and stocks at different stages of business cycles in
the economy. However, there is no assurance that the investment objective of
the Scheme will be achieved
NFO Period: Open
Date: 24th August 2021
Close Date: 07th September 2021
The scheme is suitable for investors who are seeking*:
- Investment predominantly in equity & equity related securities, including equity derivatives in Indian markets with focus on riding business cycles through dynamic allocation between various sectors & stocks at different stages of business cycles in the economy
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