MonitorDirect · Growth
Baroda BNP Paribas Large and Mid Cap fund
Baroda BNP Paribas Mutual FundEquity Scheme - Large & Mid Cap Fund6 years
The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.
- NAV
- 29.177
- 15 Sept 2026
- 1Y
- +1.4%
- Trailing CAGR
- AUM
- ₹1,828.72 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.9% 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+1.4%
- 3Y+12.5%
- 5Y+11.8%
- 10Yn/a
- SI+19.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-0.0%
- 3Y+5.2%
- 5Y+11.5%
- 10Yn/a
- Since inception
- +19.5%
- Calendar-day CAGR
- Excess 1Y
- -2.3%
- Category median, same plan and option
- 3Y win rate
- +81%
- Windows beating the median
- 3Y percentile
- 35
- Vs comparable share classes
- Worst rolling 3Y
- +12.5%
- 740 daily-ending windows
- Median rolling 3Y
- +20.2%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 249 daily-ending windows
- SIP 3Y XIRR
- +5.2%
- 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
- 10 days
- 67 recovered episodes
- Longest recovery
- 350 days
- Trough to prior peak
- Current spell
- 722 days
- Days below latest peak
- Time below peak
- +84%
- NAV observations
18 Oct 2021 – 5 Jun 2023
Trough 20 Jun 2022 · recovered in 350 days
-20.6%
23 Sept 2024 – open
Trough 28 Feb 2025 · not recovered
-19.5%
3 Jun 2024 – 12 Jun 2024
Trough 4 Jun 2024 · recovered in 8 days
-7.3%
11 Sept 2023 – 17 Nov 2023
Trough 26 Oct 2023 · recovered in 22 days
-6.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
35
Vs category
36
Consistency
66
Risk-adjusted
72
Drawdown
49
Mean
52
Portfolio
31 Aug 2026 · 55 holdings · top 10 are 28.4%.
- Top 5
- 15.3%
- Top 10
- 28.4%
- Largest holding
- 4.3%
- Effective holdings
- 45.5
Others CBLO
Unspecified
4.3%
The Federal Bank Ltd
Financial
3.5%
One 97 Communications Ltd
Industrials
3.3%
Radico Khaitan Ltd
Consumer Staples
3.0%
Bharat Heavy Electricals Ltd
Industrials
2.8%
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
- The fund beat the category median in 81% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Edelweiss Large & Mid Cap Fund
Edelweiss Mutual Fund
- 1Y
- +2.5%
- 3Y
- +13.2%
- Vol
- 15.7%
- Max DD
- -34.9%
- Sharpe
- 0.74
- 3Y win
- +88%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Motilal Oswal Large and Midcap Fund
Motilal Oswal Mutual Fund
- 1Y
- +7.2%
- 3Y
- +21.2%
- Vol
- 19.4%
- Max DD
- -37.4%
- Sharpe
- 0.87
- 3Y win
- +98%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
PGIM India Large and Midcap Fund
PGIM India Mutual Fund
- 1Y
- +1.7%
- 3Y
- n/a
- Vol
- 14.0%
- Max DD
- -15.5%
- Sharpe
- 0.43
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Samco Large & Mid Cap Fund
Samco Mutual Fund
- 1Y
- -6.5%
- 3Y
- n/a
- Vol
- 11.8%
- Max DD
- -15.0%
- Sharpe
- -1.41
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Bandhan Large & Mid Cap Fund
Bandhan Mutual Fund
- 1Y
- +4.7%
- 3Y
- +17.3%
- Vol
- 15.8%
- Max DD
- -38.5%
- Sharpe
- 0.68
- 3Y win
- +61%
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown