MonitorDirect · Growth
Baroda BNP Paribas Equity Savings Fund
Baroda BNP Paribas Mutual FundHybrid Schemes - Equity Savings Fund7.1 years
- NAV
- 18.5676
- 15 Sept 2026
- 1Y
- +4.1%
- Trailing CAGR
- AUM
- ₹288.71 Cr
- 31 Aug 2026
- Volatility
- Low
- 5.4% 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
- 1Y+4.1%
- 3Y+8.9%
- 5Y+8.1%
- 10Yn/a
- SI+9.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+3.1%
- 3Y+6.5%
- 5Y+8.3%
- 10Yn/a
- Since inception
- +9.0%
- Calendar-day CAGR
- Excess 1Y
- -1.3%
- Category median, same plan and option
- 3Y win rate
- +1%
- Windows beating the median
- 3Y percentile
- 33
- Vs comparable share classes
- Worst rolling 3Y
- +7.3%
- 1015 daily-ending windows
- Median rolling 3Y
- +9.8%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 528 daily-ending windows
- SIP 3Y XIRR
- +6.5%
- 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
- 6 days
- 150 recovered episodes
- Longest recovery
- 71 days
- Trough to prior peak
- Current spell
- 21 days
- Days below latest peak
- Time below peak
- +72%
- NAV observations
19 Feb 2020 – 2 Jun 2020
Trough 23 Mar 2020 · recovered in 71 days
-8.4%
17 Jan 2022 – 8 Aug 2022
Trough 17 Jun 2022 · recovered in 52 days
-6.1%
16 Dec 2024 – 22 Apr 2025
Trough 3 Mar 2025 · recovered in 50 days
-5.3%
2 Jan 2026 – 6 May 2026
Trough 30 Mar 2026 · recovered in 37 days
-5.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
33
Vs category
42
Consistency
17
Risk-adjusted
59
Drawdown
79
Mean
46
Portfolio
31 Aug 2026 · 76 holdings · top 10 are 55.9%.
- Top 5
- 41.8%
- Top 10
- 55.9%
- Largest holding
- 27.9%
- Effective holdings
- 10.4
Net Receivables
Unspecified
27.9%
State Bank of India
Financial
3.8%
GOVERNMENT OF INDIA 33618 GOI 13NV30 7.32 FV RS 100
Entities
3.6%
Bharti Airtel Ltd
Technology
3.3%
GOI Sec 7.18 14/08/2033
Entities
3.2%
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
No status reasons yet. History is still thin.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
WhiteOak Capital Equity Savings Fund
WhiteOak Capital Mutual Fund
- 1Y
- +6.6%
- 3Y
- n/a
- Vol
- 3.8%
- Max DD
- -3.8%
- Sharpe
- 1.50
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Mahindra Manulife Equity Savings Fund
Mahindra Manulife Mutual Fund
- 1Y
- +5.6%
- 3Y
- +9.0%
- Vol
- 7.7%
- Max DD
- -20.5%
- Sharpe
- 0.64
- 3Y win
- +61%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Mirae Asset Equity Savings Fund
Mirae Asset Mutual Fund
- 1Y
- +4.5%
- 3Y
- +9.4%
- Vol
- 7.3%
- Max DD
- -18.2%
- Sharpe
- 0.80
- 3Y win
- +98%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Axis Equity Savings Fund
Axis Mutual Fund
- 1Y
- +5.2%
- 3Y
- +9.4%
- Vol
- 6.9%
- Max DD
- -17.6%
- Sharpe
- 0.58
- 3Y win
- +20%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
HSBC Equity Savings Fund
HSBC Mutual Fund
- 1Y
- +6.8%
- 3Y
- +12.6%
- Vol
- 6.6%
- Max DD
- -11.5%
- Sharpe
- 1.15
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown