MonitorDirect · GrowthWatch before adding
Baroda BNP Paribas Children's Fund
Baroda BNP Paribas Mutual FundSolution Oriented Scheme - Children’s Fund1.8 years
- NAV
- 10.8884
- 30 Oct 2026
- 1Y
- -3.1%
- Trailing CAGR
- AUM
- ₹123.34 Cr
- 30 Sept 2026
- Volatility
- Medium
- 13.2% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 30 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 95% of rolling 1-year windows.
Fits if · Peak-to-trough drawdown has stayed shallower than 15%.
Prefer peers if · Prefer SBI Children's Fund - Investment Plan if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Fail
1.8 years - thin for judging consistency.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
1.29% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -12.6%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 27.3% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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-3.1%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+4.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-4.4%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +4.6%
- Calendar-day CAGR
- Excess 1Y
- +1.3%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
- 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
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -12.6%
- Worst peak-to-trough
- Current
- -7.5%
- Below last peak
- Current spell
- 79 days
- Days below latest peak
- Time below peak
- +91%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 15 days
- 22 recovered episodes
- Longest recovery
- 130 days
- Trough to prior peak
2 Jan 2026 – 31 Jul 2026
Trough 23 Mar 2026 · recovered in 130 days
-12.6%
2 Jan 2025 – 12 May 2025
Trough 28 Feb 2025 · recovered in 73 days
-10.2%
12 Aug 2026 – open
Trough 23 Oct 2026 · not recovered
-9.9%
27 Jun 2025 – 16 Sept 2025
Trough 8 Aug 2025 · recovered in 39 days
-3.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
15
Vs category
58
Consistency
95
Risk-adjusted
23
Drawdown
68
Mean
52
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
- The fund beat the category median in 95% of rolling 1-year windows.
- Peak-to-trough drawdown has stayed shallower than 15%.
Portfolio
30 Sept 2026 · 63 holdings · top 10 are 27.3%.
- Top 5
- 15.8%
- Top 10
- 27.3%
- Largest holding
- 5.0%
- Effective holdings
- 52.1
Others CBLO
Unspecified
5.0%
Reliance Industries Ltd
Energy & Utilities
2.9%
State Bank of India
Financial
2.7%
Navin Fluorine International Ltd
Materials
2.6%
Titan Company Ltd
Consumer Discretionary
2.6%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
SBI Children's Fund - Investment Plan
SBI Mutual Fund
- 1Y
- +7.1%
- 3Y
- +20.0%
- Vol
- 12.7%
- Max DD
- -15.7%
- Sharpe
- 1.75
- 3Y win
- +100%
- Lower volatility
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
HDFC Children's Fund
HDFC Mutual Fund
- 1Y
- -6.1%
- 3Y
- +7.9%
- Vol
- 10.8%
- Max DD
- -28.9%
- Sharpe
- 0.75
- 3Y win
- +94%
- Lower volatility
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
SBI CHILDREN'S FUND - SAVINGS PLAN
SBI Mutual Fund
- 1Y
- +6.9%
- 3Y
- +10.7%
- Vol
- 5.4%
- Max DD
- -14.4%
- Sharpe
- 1.06
- 3Y win
- +54%
- Lower volatility
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
ICICI Prudential Children's Fund
ICICI Prudential Mutual Fund
- 1Y
- -7.8%
- 3Y
- +11.5%
- Vol
- 12.7%
- Max DD
- -31.1%
- Sharpe
- 0.56
- 3Y win
- +71%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown · Higher TER
LIC MF Children's Fund
LIC Mutual Fund
- 1Y
- -1.5%
- 3Y
- +7.9%
- Vol
- 13.2%
- Max DD
- -31.2%
- Sharpe
- 0.33
- 3Y win
- +4%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown · Higher TER