ReviewDirect · Growth
Baroda BNP Paribas Focused Fund
Baroda BNP Paribas Mutual FundEquity Scheme - Focused Fund4.5 years
The Scheme seeks to generate long-term capital growth by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies across market capitalization.
- NAV
- 23.7629
- 15 Sept 2026
- 1Y
- -2.5%
- Trailing CAGR
- Upside capture
- +103%
- Vs NIFTY 500 TRI
- Downside capture
- +109%
- Lower is better
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-2.5%
- 3Y+7.7%
- 5Yn/a
- 10Yn/a
- SI+10.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-5.0%
- 3Y+1.4%
- 5Yn/a
- 10Yn/a
- Since inception
- +10.9%
- Calendar-day CAGR
- Excess 1Y
- -6.1%
- Category median, same plan and option
- 3Y win rate
- +4%
- Windows beating the median
- 3Y percentile
- 6
- Vs comparable share classes
- Worst rolling 3Y
- +7.7%
- 371 daily-ending windows
- Median rolling 3Y
- +15.3%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +1.4%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- -0.2%
- Fund minus TRI
- 3Y excess
- -1.7%
- Fund minus TRI
- Upside capture
- +103%
- Benchmark-up months
- Downside capture
- +109%
- Lower is better
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
- 9 days
- 48 recovered episodes
- Longest recovery
- 53 days
- Trough to prior peak
- Current spell
- 719 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
26 Sept 2024 – open
Trough 3 Mar 2025 · not recovered
-22.5%
8 Apr 2022 – 12 Aug 2022
Trough 20 Jun 2022 · recovered in 53 days
-13.4%
3 Jun 2024 – 13 Jun 2024
Trough 4 Jun 2024 · recovered in 9 days
-8.9%
14 Dec 2022 – 15 May 2023
Trough 28 Mar 2023 · recovered in 48 days
-8.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
6
Vs category
12
Consistency
20
Risk-adjusted
46
Drawdown
44
Mean
26
Portfolio
31 Aug 2026 · 31 holdings · top 10 are 52.1%.
- Top 5
- 29.4%
- Top 10
- 52.1%
- Largest holding
- 6.4%
- Effective holdings
- 25.1
State Bank of India
Financial
6.4%
Titan Company Ltd
Consumer Discretionary
5.6%
Larsen & Toubro Ltd
Industrials
5.5%
Bharti Airtel Ltd
Technology
4.7%
One 97 Communications Ltd
Industrials
4.7%
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
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Edelweiss Focused Fund
Edelweiss Mutual Fund
- 1Y
- -1.3%
- 3Y
- +11.4%
- Vol
- 13.8%
- Max DD
- -17.1%
- Sharpe
- 0.65
- 3Y win
- +93%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ITI Focused Fund
ITI Mutual Fund
- 1Y
- +12.0%
- 3Y
- +18.1%
- Vol
- 15.6%
- Max DD
- -18.4%
- Sharpe
- 0.89
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Old Bridge Focused Fund
Old Bridge Mutual Fund
- 1Y
- +14.1%
- 3Y
- n/a
- Vol
- 16.2%
- Max DD
- -18.9%
- Sharpe
- 0.49
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
SBI FOCUSED FUND
SBI Mutual Fund
- 1Y
- +12.8%
- 3Y
- +15.4%
- Vol
- 13.6%
- Max DD
- -32.7%
- Sharpe
- 0.77
- 3Y win
- +65%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)
Sundaram Mutual Fund
- 1Y
- +3.6%
- 3Y
- +9.9%
- Vol
- 14.0%
- Max DD
- -20.1%
- Sharpe
- 0.37
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns