MonitorDirect · GrowthWatch before adding
Baroda BNP Paribas Focused Fund
Baroda BNP Paribas Mutual FundEquity Scheme - Focused Fund4.6 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
- 23.1471
- 29 Oct 2026
- 1Y
- -8.7%
- Trailing CAGR
- Upside capture
- +103%
- Vs NIFTY 500 TRI
- Downside capture
- +108%
- Lower is better
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Fits if · Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
Prefer peers if · Prefer Edelweiss Focused Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Watch
4.6 years - usable, still building a track record.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
1.18% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -22.5%. Ask whether you can hold through a similar fall.
Vs category
Fail
3% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Watch
Jitendra Sriram · 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 ≈ 47.4% 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 22%. 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-8.7%
- 3Y+8.9%
- 5Yn/a
- 10Yn/a
- SI+9.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-7.6%
- 3Y-0.6%
- 5Yn/a
- 10Yn/a
- Since inception
- +9.9%
- Calendar-day CAGR
- Excess 1Y
- -5.6%
- Category median, same plan and option
- 3Y win rate
- +3%
- Windows beating the median
- 3Y percentile
- 25
- Vs comparable share classes
- SIP 3Y XIRR
- -0.6%
- Simulated monthly SIP
- Worst rolling 3Y
- +6.8%
- 401 daily-ending windows
- Median rolling 3Y
- +14.8%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
Official benchmark
Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 30 Oct 2026.
- 1Y excess
- -1.1%
- Fund minus TRI
- 3Y excess
- -1.5%
- Fund minus TRI
- Upside capture
- +103%
- Benchmark-up months
- Downside capture
- +108%
- Lower is better
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -22.5%
- Worst peak-to-trough
- Current
- -13.5%
- Below last peak
- Current spell
- 763 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 48 recovered episodes
- Longest recovery
- 53 days
- Trough to prior peak
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
25
Vs category
15
Consistency
20
Risk-adjusted
41
Drawdown
44
Mean
29
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.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
Supporting reads
No supporting reads in the current evidence set.
Portfolio
30 Sept 2026 · 31 holdings · top 10 are 47.4%.
- Top 5
- 26.8%
- Top 10
- 47.4%
- Largest holding
- 6.0%
- Effective holdings
- 25.8
State Bank of India
Financial
6.0%
Larsen & Toubro Ltd
Industrials
5.5%
Bharti Airtel Ltd
Technology
5.5%
Titan Company Ltd
Consumer Discretionary
5.2%
One 97 Communications Ltd
Industrials
4.6%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
29 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
28 Oct 2026
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
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Edelweiss Focused Fund
Edelweiss Mutual Fund
- 1Y
- -7.8%
- 3Y
- +11.8%
- Vol
- 13.8%
- Max DD
- -17.1%
- Sharpe
- 0.51
- 3Y win
- +90%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
ITI Focused Fund
ITI Mutual Fund
- 1Y
- -0.5%
- 3Y
- +16.1%
- Vol
- 15.6%
- Max DD
- -18.4%
- Sharpe
- 0.66
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
SBI FOCUSED FUND
SBI Mutual Fund
- 1Y
- +4.0%
- 3Y
- +15.2%
- Vol
- 13.6%
- Max DD
- -32.7%
- Sharpe
- 0.70
- 3Y win
- +65%
- Lower volatility
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
Aditya Birla Sun Life Focused Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -3.2%
- 3Y
- +13.2%
- Vol
- 15.6%
- Max DD
- -36.7%
- Sharpe
- 0.56
- 3Y win
- +33%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Bandhan Focused Fund
Bandhan Mutual Fund
- 1Y
- -5.1%
- 3Y
- +14.9%
- Vol
- 16.3%
- Max DD
- -37.5%
- Sharpe
- 0.46
- 3Y win
- +46%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown