Insufficient historyDirect · Growth
Baroda BNP Paribas Business Conglomerates Fund
Baroda BNP Paribas Mutual FundEquity Scheme - Sectoral/ Thematic1 years
The Scheme seeks to achieve long term capital appreciation by investing in equity and equity related securities of companies that are part of business conglomerates in India. The Scheme does not guarantee/indicate any returns.
- NAV
- 9.9263
- 15 Sept 2026
- 1Y
- n/a
- Trailing CAGR
- AUM
- ₹664.62 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.4% 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
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+0.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +0.7%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- 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
- 12 recovered episodes
- Longest recovery
- 128 days
- Trough to prior peak
- Current spell
- 37 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
2 Jan 2026 – 5 Aug 2026
Trough 30 Mar 2026 · recovered in 128 days
-14.7%
5 Aug 2026 – open
Trough 11 Sept 2026 · not recovered
-4.4%
29 Oct 2025 – 17 Nov 2025
Trough 6 Nov 2025 · recovered in 11 days
-1.7%
28 Nov 2025 – 12 Dec 2025
Trough 10 Dec 2025 · recovered in 2 days
-1.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
n/a
Vs category
n/a
Consistency
n/a
Risk-adjusted
13
Drawdown
63
Mean
n/a
Portfolio
31 Aug 2026 · 46 holdings · top 10 are 46.3%.
- Top 5
- 31.2%
- Top 10
- 46.3%
- Largest holding
- 8.0%
- Effective holdings
- 29.7
Larsen & Toubro Ltd
Industrials
8.0%
Mahindra & Mahindra Ltd
Consumer Discretionary
7.3%
Reliance Industries Ltd
Energy & Utilities
5.9%
Bajaj Finance Ltd
Financial
5.1%
Titan Company Ltd
Consumer Discretionary
4.3%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Insufficient history
Engine status
Insufficient history
History still thin for a status read
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +0.7%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -9.7%
- Sharpe
- 0.33
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Higher TER
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Lower TER
Caveat: Deeper drawdown
Aditya Birla Sun Life Business Cycle Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.9%
- 3Y
- +11.6%
- Vol
- 13.8%
- Max DD
- -17.8%
- Sharpe
- 0.48
- 3Y win
- +7%
- Lower volatility
Caveat: Deeper drawdown · Higher TER
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI Prudential Mutual Fund
- 1Y
- -3.4%
- 3Y
- +9.8%
- Vol
- 12.6%
- Max DD
- -16.7%
- Sharpe
- 0.67
- 3Y win
- +71%
- Lower volatility
Caveat: Deeper drawdown
Nippon India Innovation Fund
Nippon India Mutual Fund
- 1Y
- +0.2%
- 3Y
- +13.9%
- Vol
- 14.1%
- Max DD
- -21.5%
- Sharpe
- 0.68
- 3Y win
- +100%
- Lower volatility
Caveat: Deeper drawdown