HealthyDirect · Growth
Baroda BNP Paribas Mid Cap Fund
Baroda BNP Paribas Mutual FundEquity Scheme - Mid Cap Fund4.5 years
The Scheme seeks to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the mid capitalization segment. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial flair.
- NAV
- 131.8739
- 15 Sept 2026
- 1Y
- +8.9%
- Trailing CAGR
- Upside capture
- +86%
- Vs NIFTY MIDCAP 150 TRI
- Downside capture
- +77%
- 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+8.9%
- 3Y+16.1%
- 5Yn/a
- 10Yn/a
- SI+17.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+7.9%
- 3Y+10.7%
- 5Yn/a
- 10Yn/a
- Since inception
- +17.6%
- Calendar-day CAGR
- Excess 1Y
- +1.8%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 71
- Vs comparable share classes
- Worst rolling 3Y
- +15.3%
- 371 daily-ending windows
- Median rolling 3Y
- +21.5%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +10.7%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY MIDCAP 150 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- +5.0%
- Fund minus TRI
- 3Y excess
- +1.8%
- Fund minus TRI
- Upside capture
- +86%
- Benchmark-up months
- Downside capture
- +77%
- 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
- 12 days
- 67 recovered episodes
- Longest recovery
- 262 days
- Trough to prior peak
- Current spell
- 20 days
- Days below latest peak
- Time below peak
- +84%
- NAV observations
1 Oct 2024 – 17 Nov 2025
Trough 28 Feb 2025 · recovered in 262 days
-18.6%
11 Apr 2022 – 2 Sept 2022
Trough 20 Jun 2022 · recovered in 74 days
-16.0%
11 Feb 2026 – 21 Apr 2026
Trough 23 Mar 2026 · recovered in 29 days
-11.4%
14 Dec 2022 – 29 May 2023
Trough 28 Mar 2023 · recovered in 62 days
-8.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
71
Vs category
62
Consistency
81
Risk-adjusted
68
Drawdown
53
Mean
67
Portfolio
31 Aug 2026 · 76 holdings · top 10 are 22.9%.
- Top 5
- 13.1%
- Top 10
- 22.9%
- Largest holding
- 3.3%
- Effective holdings
- 62.8
Bharat Heavy Electricals Ltd
Industrials
3.3%
Others CBLO
Unspecified
3.2%
GE T&D India Ltd
Industrials
2.8%
PB Fintech Ltd
Financial
2.5%
Indian Bank
Financial
2.4%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- The fund beat the category median in 100% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Edelweiss Mid Cap Fund
Edelweiss Mutual Fund
- 1Y
- +8.5%
- 3Y
- +20.3%
- Vol
- 17.1%
- Max DD
- -39.2%
- Sharpe
- 0.88
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
ITI Mid Cap Fund
ITI Mutual Fund
- 1Y
- +9.1%
- 3Y
- +19.2%
- Vol
- 16.3%
- Max DD
- -22.7%
- Sharpe
- 0.81
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
LIC MF Mid Cap Fund
LIC Mutual Fund
- 1Y
- +3.9%
- 3Y
- +15.3%
- Vol
- 16.5%
- Max DD
- -21.5%
- Sharpe
- 0.72
- 3Y win
- +100%
- Higher win rate vs category
Caveat: Higher volatility · Deeper drawdown · Lower trailing returns
HDFC Mid Cap Fund
HDFC Mutual Fund
- 1Y
- +5.1%
- 3Y
- +16.4%
- Vol
- 15.6%
- Max DD
- -39.5%
- Sharpe
- 0.93
- 3Y win
- +75%
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Sundaram Mid Cap Fund
Sundaram Mutual Fund
- 1Y
- +4.5%
- 3Y
- +17.3%
- Vol
- 16.5%
- Max DD
- -44.3%
- Sharpe
- 0.77
- 3Y win
- +56%
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown