MonitorDirect · Growth
Baroda BNP Paribas Business Cycle Fund
Baroda BNP Paribas Mutual FundEquity Scheme - Sectoral/ Thematic5 years
The scheme seeks 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.
- NAV
- 16.9186
- 15 Sept 2026
- 1Y
- +4.3%
- Trailing CAGR
- AUM
- ₹573.51 Cr
- 31 Aug 2026
- Volatility
- Medium
- 13.9% 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+4.3%
- 3Y+12.8%
- 5Yn/a
- 10Yn/a
- SI+11.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.3%
- 3Y+6.6%
- 5Y+11.8%
- 10Yn/a
- Since inception
- +11.5%
- Calendar-day CAGR
- Excess 1Y
- -1.8%
- Category median, same plan and option
- 3Y win rate
- +46%
- Windows beating the median
- 3Y percentile
- 52
- Vs comparable share classes
- Worst rolling 3Y
- +12.6%
- 488 daily-ending windows
- Median rolling 3Y
- +17.4%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +6.6%
- 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
- 10 days
- 48 recovered episodes
- Longest recovery
- 152 days
- Trough to prior peak
- Current spell
- 718 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
23 Sept 2024 – open
Trough 28 Feb 2025 · not recovered
-20.3%
17 Jan 2022 – 16 Nov 2022
Trough 17 Jun 2022 · recovered in 152 days
-18.4%
18 Oct 2021 – 12 Jan 2022
Trough 20 Dec 2021 · recovered in 23 days
-9.1%
1 Dec 2022 – 2 Jun 2023
Trough 28 Mar 2023 · recovered in 66 days
-8.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
52
Vs category
39
Consistency
43
Risk-adjusted
49
Drawdown
49
Mean
46
Portfolio
31 Aug 2026 · 55 holdings · top 10 are 39.6%.
- Top 5
- 24.3%
- Top 10
- 39.6%
- Largest holding
- 5.7%
- Effective holdings
- 38.5
ICICI Bank Ltd
Financial
5.7%
Hitachi Energy India Ltd
Industrials
5.3%
Reliance Industries Ltd
Energy & Utilities
4.9%
HDFC Bank Ltd
Financial
4.2%
Larsen & Toubro Ltd
Industrials
4.1%
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
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.
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
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
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
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns
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
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Motilal Oswal Active Momentum Fund
Motilal Oswal Mutual Fund
- 1Y
- +25.5%
- 3Y
- n/a
- Vol
- 17.1%
- Max DD
- -16.6%
- Sharpe
- 1.25
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER
Aditya Birla Sun Life Infrastructure Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +10.4%
- 3Y
- +15.8%
- Vol
- 18.5%
- Max DD
- -53.5%
- Sharpe
- 0.60
- 3Y win
- +66%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown