MonitorDirect · Growth
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual FundEquity Scheme - Sectoral/ Thematic1.6 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
- 11.5107
- 15 Sept 2026
- 1Y
- +0.7%
- Trailing CAGR
- AUM
- ₹645.01 Cr
- 31 Aug 2026
- Volatility
- Medium
- 13.8% 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+0.7%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+9.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-4.7%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +9.1%
- Calendar-day CAGR
- Excess 1Y
- -2.5%
- 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
- 8 days
- 26 recovered episodes
- Longest recovery
- 61 days
- Trough to prior peak
- Current spell
- 111 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
27 May 2026 – open
Trough 15 Sept 2026 · not recovered
-9.7%
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
24
Vs category
34
Consistency
68
Risk-adjusted
42
Drawdown
76
Mean
49
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.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
DECISION
Status moved from REVIEW to MONITOR.
7 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
7 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 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 68% of rolling 1-year windows.
- Peak-to-trough drawdown has stayed shallower than 15%.
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
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
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
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
quant Business Cycle Fund
quant Mutual Fund
- 1Y
- +4.3%
- 3Y
- +11.4%
- Vol
- 17.4%
- Max DD
- -29.2%
- Sharpe
- 0.74
- 3Y win
- +91%
- 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
- +13.3%
- 3Y
- n/a
- Vol
- 18.1%
- Max DD
- -28.2%
- Sharpe
- 0.91
- 3Y win
- n/a
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Baroda BNP Paribas Innovation Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +9.0%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -22.3%
- Sharpe
- 0.60
- 3Y win
- n/a
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown