MonitorDirect · Growth
BARODA BNP PARIBAS AGGRESSIVE HYBRID FUND
Baroda BNP Paribas Mutual FundHybrid Schemes - Aggressive Hybrid Fund4.5 years
- NAV
- 31.9894
- 15 Sept 2026
- 1Y
- +1.5%
- Trailing CAGR
- AUM
- ₹1,252.02 Cr
- 31 Aug 2026
- Volatility
- Medium
- 10.0% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+1.5%
- 3Y+10.8%
- 5Yn/a
- 10Yn/a
- SI+12.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+1.5%
- 3Y+5.8%
- 5Yn/a
- 10Yn/a
- Since inception
- +12.2%
- Calendar-day CAGR
- Excess 1Y
- -1.9%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 54
- Vs comparable share classes
- Worst rolling 3Y
- +10.8%
- 370 daily-ending windows
- Median rolling 3Y
- +15.7%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +5.8%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 56 recovered episodes
- Longest recovery
- 254 days
- Trough to prior peak
- Current spell
- 32 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
26 Sept 2024 – 12 Nov 2025
Trough 3 Mar 2025 · recovered in 254 days
-12.9%
4 Apr 2022 – 16 Aug 2022
Trough 20 Jun 2022 · recovered in 57 days
-11.0%
2 Jan 2026 – 3 Aug 2026
Trough 30 Mar 2026 · recovered in 126 days
-9.9%
1 Dec 2022 – 26 May 2023
Trough 16 Mar 2023 · recovered in 71 days
-6.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
54
Vs category
38
Consistency
79
Risk-adjusted
60
Drawdown
68
Mean
60
Portfolio
31 Aug 2026 · 94 holdings · top 10 are 34.6%.
- Top 5
- 22.9%
- Top 10
- 34.6%
- Largest holding
- 5.2%
- Effective holdings
- 50.3
ICICI Bank Ltd
Financial
5.2%
Others CBLO
Unspecified
4.5%
HDFC Bank Ltd
Financial
4.5%
Hitachi Energy India Ltd
Industrials
4.4%
Reliance Industries Ltd
Energy & Utilities
4.1%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Supporting reads
- The fund beat the category median in 100% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
BANK OF INDIA AGGRESSIVE HYBRID FUND
Bank of India Mutual Fund
- 1Y
- +13.0%
- 3Y
- +16.4%
- Vol
- 14.3%
- Max DD
- -36.6%
- Sharpe
- 0.79
- 3Y win
- +75%
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER
HSBC Aggressive Hybrid Fund
HSBC Mutual Fund
- 1Y
- +4.7%
- 3Y
- +12.6%
- Vol
- 12.5%
- Max DD
- -19.6%
- Sharpe
- 0.71
- 3Y win
- +100%
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER
ICICI Prudential Aggressive Hybrid Fund
ICICI Prudential Mutual Fund
- 1Y
- +1.0%
- 3Y
- +12.9%
- Vol
- 11.9%
- Max DD
- -30.7%
- Sharpe
- 0.92
- 3Y win
- +95%
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER
JM Aggressive Hybrid Fund
JM Financial Mutual Fund
- 1Y
- -1.4%
- 3Y
- +12.2%
- Vol
- 14.1%
- Max DD
- -36.6%
- Sharpe
- 0.60
- 3Y win
- +46%
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER
SBI AGGRESSIVE HYBRID FUND
SBI Mutual Fund
- 1Y
- +2.4%
- 3Y
- +10.9%
- Vol
- 10.8%
- Max DD
- -27.5%
- Sharpe
- 0.80
- 3Y win
- +55%
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER