MonitorDirect · GrowthWatch before adding
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual FundEquity Scheme - Sectoral/ Thematic1.7 years
The scheme seeks to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies engaging in activities such as exploration, production, distribution, transportation and processing of traditional & new energy including but not limited to industries/sectors such as oil & gas, utilities and power.
- NAV
- 10.9409
- 27 Oct 2026
- 1Y
- -5.9%
- Trailing CAGR
- AUM
- ₹645.01 Cr
- 31 Aug 2026
- Volatility
- Medium
- 13.9% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 27 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 57% of rolling 1-year windows.
Prefer peers if · Prefer ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Fail
1.7 years - thin for judging consistency.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Watch
1.55% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -16.1%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
Watch
Kushant Arora · 0.3 years on the scheme.
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 ≈ 51.0% 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.
Drawdown rehearsal
This scheme’s worst fall on file is about 16%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
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-5.9%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+5.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-13.6%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +5.3%
- Calendar-day CAGR
- Excess 1Y
- -3.1%
- 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
- -16.1%
- Worst peak-to-trough
- Current
- -14.2%
- Below last peak
- Current spell
- 153 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 8 days
- 26 recovered episodes
- Longest recovery
- 61 days
- Trough to prior peak
27 May 2026 – open
Trough 23 Oct 2026 · not recovered
-16.1%
26 Feb 2026 – 22 Apr 2026
Trough 31 Mar 2026 · recovered in 22 days
-8.1%
2 Jan 2026 – 4 Feb 2026
Trough 23 Jan 2026 · recovered in 12 days
-7.4%
24 Mar 2025 – 17 Apr 2025
Trough 7 Apr 2025 · recovered in 10 days
-6.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
9
Vs category
30
Consistency
57
Risk-adjusted
26
Drawdown
60
Mean
36
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
- 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 57% of rolling 1-year windows.
Portfolio
31 Aug 2026 · 37 holdings · top 10 are 51.0%.
- Top 5
- 30.5%
- Top 10
- 51.0%
- Largest holding
- 8.6%
- Effective holdings
- 24.9
Reliance Industries Ltd
Energy & Utilities
8.6%
NTPC Ltd
Energy & Utilities
6.3%
Oil & Natural Gas Corporation Ltd
Energy & Utilities
6.1%
Bharat Heavy Electricals Ltd
Industrials
4.8%
Power Grid Corporation of India Ltd
Energy & Utilities
4.6%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
19 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
18 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI Prudential Mutual Fund
- 1Y
- -9.2%
- 3Y
- +10.4%
- Vol
- 12.6%
- Max DD
- -16.7%
- Sharpe
- 0.54
- 3Y win
- +66%
- Lower volatility
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +0.3%
- 3Y
- +15.9%
- Vol
- 12.7%
- Max DD
- -18.4%
- Sharpe
- 0.71
- 3Y win
- +98%
- Lower volatility
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
Aditya Birla Sun Life Infrastructure Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +7.6%
- 3Y
- +16.6%
- Vol
- 18.5%
- Max DD
- -53.5%
- Sharpe
- 0.56
- 3Y win
- +66%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Aditya Birla Sun Life Transportation and Logistics Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +6.4%
- 3Y
- n/a
- Vol
- 18.2%
- Max DD
- -28.2%
- Sharpe
- 0.75
- 3Y win
- n/a
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Baroda BNP Paribas Innovation Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +3.7%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -22.3%
- Sharpe
- 0.43
- 3Y win
- n/a
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown