MonitorDirect · Growth
Baroda BNP Paribas India Consumption Fund
Baroda BNP Paribas Mutual FundEquity Scheme - Sectoral/ Thematic4.5 years
The Scheme seeks to generate capital appreciation and provide long-term growth opportunities by investing in companies expected to benefit by providing products and services to the growing consumption needs of Indian consumers, which in turn is getting fuelled by high disposable income. The Scheme also seeks to generate income by investing in debt and money market securities.
- NAV
- 33.3247
- 15 Sept 2026
- 1Y
- -7.2%
- Trailing CAGR
- AUM
- ₹1,463.75 Cr
- 31 Aug 2026
- Volatility
- Medium
- 12.3% 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-7.2%
- 3Y+9.8%
- 5Yn/a
- 10Yn/a
- SI+13.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-2.1%
- 3Y+3.1%
- 5Yn/a
- 10Yn/a
- Since inception
- +13.4%
- Calendar-day CAGR
- Excess 1Y
- -13.3%
- Category median, same plan and option
- 3Y win rate
- +18%
- Windows beating the median
- 3Y percentile
- 28
- Vs comparable share classes
- Worst rolling 3Y
- +9.8%
- 370 daily-ending windows
- Median rolling 3Y
- +17.3%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +3.1%
- 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
- 57 recovered episodes
- Longest recovery
- 71 days
- Trough to prior peak
- Current spell
- 718 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
23 Sept 2024 – open
Trough 23 Mar 2026 · not recovered
-21.4%
8 Apr 2022 – 22 Jul 2022
Trough 17 Jun 2022 · recovered in 35 days
-11.3%
14 Sept 2022 – 25 May 2023
Trough 15 Mar 2023 · recovered in 71 days
-9.2%
17 Oct 2023 – 8 Nov 2023
Trough 26 Oct 2023 · recovered in 13 days
-4.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
28
Vs category
0
Consistency
27
Risk-adjusted
59
Drawdown
46
Mean
32
Portfolio
31 Aug 2026 · 39 holdings · top 10 are 53.0%.
- Top 5
- 33.4%
- Top 10
- 53.0%
- Largest holding
- 8.1%
- Effective holdings
- 24.6
Titan Company Ltd
Consumer Discretionary
8.1%
Bharti Airtel Ltd
Technology
6.9%
Mahindra & Mahindra Ltd
Consumer Discretionary
6.8%
Maruti Suzuki India Ltd
Consumer Discretionary
6.2%
Eicher Motors Ltd
Consumer Discretionary
5.5%
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
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 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.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
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%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
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%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Motilal Oswal Active Momentum Fund
Motilal Oswal Mutual Fund
- 1Y
- +25.5%
- 3Y
- n/a
- Vol
- 17.1%
- Max DD
- -16.6%
- Sharpe
- 1.25
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Aditya Birla Sun Life Infrastructure Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +10.4%
- 3Y
- +15.8%
- Vol
- 18.5%
- Max DD
- -53.5%
- Sharpe
- 0.60
- 3Y win
- +66%
- Higher win rate vs category
- 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