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BBNPP Health and Wellness Fund- English One Pager

The Baroda BNP Paribas Health and Wellness Fund is an open-ended equity scheme focused on investing in the Pharma and Healthcare sectors, aiming to capitalize on India's growing healthcare market, projected to be worth US$ 50 billion. The fund seeks long-term capital appreciation by investing at least 80% of its net assets in relevant companies and is suitable for investors with a medium to long-term horizon. The NFO period for the fund is from June 9 to June 23, 2025.
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0% found this document useful (0 votes)
124 views

BBNPP Health and Wellness Fund- English One Pager

The Baroda BNP Paribas Health and Wellness Fund is an open-ended equity scheme focused on investing in the Pharma and Healthcare sectors, aiming to capitalize on India's growing healthcare market, projected to be worth US$ 50 billion. The fund seeks long-term capital appreciation by investing at least 80% of its net assets in relevant companies and is suitable for investors with a medium to long-term horizon. The NFO period for the fund is from June 9 to June 23, 2025.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Supplement your

PORTFOLIO
with HEALTH
Participate in India’s US$ 50 billion*
health & wellness megatrend

Baroda BNP Paribas Health and Wellness Fund


(An open ended equity scheme investing in Pharma and Healthcare sector)

NFO Period 9th - 23rd June, 2025 *Source: Press Information Bureau, December 17, 2024 (latest data available).

Healthcare is crucial for human life – its availability and affordability have significant impact on society's well-being. In developing countries
like India, healthcare services are vital for sustainable economic development. This sector seeks to offer diverse investment opportunities
across the value chain.
Invest in Baroda BNP Paribas Health and Wellness Fund - designed to tap into the long-term growth potential of the Pharma and Healthcare
sectors.

Healthcare: A multidecadal theme with multiple growth drivers

Rising Income and Middle-Class Expansion: An ageing population and growing middle class, with increased purchasing power will
increase demand for quality healthcare services.

Changes in Demographics: The percentage of population above 45 years of age is projected to rise from 27% in 2023 to 41% in 2050^.
The rise in lifestyle-related illnesses along with ageing population has increased need for healthcare services. It is estimated that the
incidence of cardiac issues and diabetes would increase by ~34% from 2020 to 2030*.

Government Initiatives and Policy Support: Various government initiatives aim to provide affordable healthcare to millions of people,
further driving the growth of the sector.
^Source: UN Department of Economic and Social Affairs - World Population Prospects 2024
*Source: Boston Consulting Group Analysis, Report dated 2024

Introducing Baroda BNP Paribas Health and Wellness Fund

The Scheme seeks to provide investors the opportunity to capitalize on one of the most resilient and high-growth sectors.
• Focused on companies expected to benefit from growth in Pharma and Healthcare space
• Invest at least 80% of its net assets in companies in Pharma and Healthcare sector, and allied service providers to the sector
• Actively managed Scheme, with a bottom-up stock selection approach
• Best suited for those looking to hold their investments for over three years to fully benefit from the sector's growth potential
Investment Themes#

Pharmaceuticals CROs/CDMOs@ Hospitals Diagnostics Wellness@ Others


Drug Manufacturers Discovery Multi Specialty Pathology Fitness and Gyms Medical Devices
Biotechnology Clinical Development Single - Specialty Radiology Assisted Living Pharmacy Retail
Companies Manufacturing Molecular Centers Insurance
API Manufacturers diagnostics Nutritional and more...
Supplements

@
These businesses or services directly or indirectly form part of the Pharma, Healthcare and allied sectors. CROs/CDMOs: Contract Research Organizations and Contract Development and Manufacturing
Organizations
For additional information, please refer to the SID

Who is it suitable for?#

• Investors with a medium to long term investment horizon


• Investors who want focused exposure to companies in the healthcare sector
• Investors looking to diversify their portfolio through exposure to new sector/theme

Scheme Facts

Scheme Name Baroda BNP Paribas Health and Wellness Fund


Type of the Scheme An open ended equity scheme investing in Pharma and Healthcare sector
Category Sectoral / Thematic Fund – Pharma and Healthcare Theme
The primary objective of the Scheme is to provide long-term capital appreciation by investing predominantly in equity and equity
Investment Objective related instruments of Pharma and Healthcare companies. The Scheme does not guarantee/indicate any returns. However, there
can be no assurance that the investment objective of the Scheme will be realized.
Benchmark BSE Healthcare Total Return Index
Fund Manager Mr. Sanjay Chawla
Exit Load:
• Redemption/ switch out of units upto 10% of the units allotted before 1 year from date of allotment – Exit load – NIL.
• For redemption/switch out of units above 10% of units allotted within 1 year from the date of allotment: 1.00% of applicable NAV
Load Structure • For redemption/switch out of units after 1 year from the date of allotment: Nil.
The above load shall also be applicable for switches between the schemes of the Fund and all Systematic Investment Plans,
Systematic Transfer Plans, Systematic Withdrawal Plans. No load will be charged on units issued upon re-investment of amount
of distribution under same IDCW option and bonus units. There shall be no exit load levied in case of switch of investments i)
between the Plans (i.e. Regular and Direct Plans); and/or ii) between the options (i.e. IDCW and Growth options), within the
Scheme/Plan. For any change in load structure, the AMC will issue an addendum and display it on the website/ISCs.

Minimum Application Lumpsum Details: A minimum of Rs. 1,000 per application and in multiples of Rs.1 thereafter.
Systematic Investment Plan: (i) Daily, Weekly, Monthly SIP: Rs. 500/- and in multiples of Re. 1/- thereafter; (ii) Quarterly SIP:
Amount/switch
Rs. 1500/- and in multiples of Re. 1/- thereafter.
Lumpsum investment: Rs. 1,000 and in multiples of Rs. 1 thereafter.
Systematic Investment Plan: (i) Daily, Weekly, Monthly SIP: Rs. 500/- and in multiples of Re. 1/- thereafter;
(ii) Quarterly SIP: Rs. 1500/- and in multiples of Re. 1/- thereafter.
Minimum Application There is no upper limit on the amount for application. The Trustee / AMC reserves the right to change the minimum amount for
Amount/switch in application and the additional amount for application from time to time in the Scheme and these could be different under
different plan(s) / option(s).
Note – The aforesaid requirement of minimum application shall not be applicable on the mandatory investments made by the
Designated Employees of the AMC in accordance with clause 6.10 of SEBI Master Circular on Mutual Funds
#
Please refer to the Scheme Information Document of the scheme before investing for details including investment objective, asset allocation, investment strategy, risk factors and taxation.

Contact your Mutual Fund Log on: Call us on:


Distributor or Financial Advisor barodabnpparibasmf.in 1800 2670 189 (Toll free)

Product Labelling
Baroda BNP Paribas Health and Wellness Fund Scheme Riskometer^^ Benchmark Riskometer
Distributed by:
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This product is suitable for investors who are seeking*:


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Investment predominantly in equity & equity related RISKOMETER RISKOMETER


instruments of Pharma and Healthcare Companies Investors understand that their principal Benchmark Riskometer is at
*Investors should consult their financial advisers if in doubt will be at Very High Risk Very High Risk
Scan here for about whether the product is suitable for them. AMFI Tier I Benchmark i.e BSE Healthcare TRI
product details ^^The riskometer assigned is based on internal assessment of the scheme characteristics and the same may vary post NFO, when actual investments are made. Offer of Units of Rs. 10 each for cash during
the New Fund Offer (NFO) and Continuous Offer for Units at NAV based prices

In the preparation of this document, Baroda BNP Paribas Asset Management India Ltd. (“AMC”) has used information that is publicly available and developed in-house. The AMC, however, does not warrant the accuracy, reasonableness
and/or completeness of any information. This document may contain statements/opinions/ recommendations, which contain words, such as “expect”, “believe” and similar expressions or variations that are “forward looking
statements”. Actual results may differ materially from those suggested by the forward looking statements due to risk or uncertainties associated with our expectations with respect to, but not limited to, exposure to market risks, general
economic and political conditions in India and other countries globally, which have an impact on our investments, the monetary and interest policies of India, inflation, deflation, unanticipated turbulence in interest rates, foreign
exchange rates, equity prices or other rates or prices, etc. The AMC (including its affiliates), Baroda BNP Paribas Mutual Fund (“Mutual Fund”), its sponsor / trustee and any of its officers, directors, employees, shall not liable for any
loss, damage of any nature, including direct, indirect, punitive, exemplary, consequential, or loss of profit arising from use of this document. The recipient alone shall be fully responsible for decision taken based on this document. All
data given in this document is dated and may or may not be relevant at a future date. Investors are advised to consult their legal/tax/financial advisors to determine possible tax, legal and other financial implication or consequences
of investing into the scheme. Past performance may or may not be sustained in the future.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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