MonitorDirect · Growth
Baroda BNP Paribas Multi Cap Fund
Baroda BNP Paribas Mutual FundEquity Scheme - Multi Cap Fund13.7 years
- NAV
- 326.1077
- 15 Sept 2026
- 1Y
- +3.5%
- Trailing CAGR
- AUM
- ₹3,432 Cr
- 31 Aug 2026
- Volatility
- High
- 16.1% 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+3.5%
- 3Y+14.2%
- 5Y+13.3%
- 10Y+14.3%
- SI+14.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+6.8%
- 3Y+8.2%
- 5Y+13.2%
- 10Y+16.0%
- Since inception
- +14.7%
- Calendar-day CAGR
- Excess 1Y
- -4.9%
- Category median, same plan and option
- 3Y win rate
- +24%
- Windows beating the median
- 3Y percentile
- 58
- Vs comparable share classes
- Worst rolling 3Y
- -6.6%
- 2637 daily-ending windows
- Median rolling 3Y
- +16.8%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +8.2%
- 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
- 20 days
- 132 recovered episodes
- Longest recovery
- 521 days
- Trough to prior peak
- Current spell
- 29 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
19 Feb 2020 – 6 Nov 2020
Trough 23 Mar 2020 · recovered in 228 days
-34.3%
18 Oct 2021 – 5 Jun 2023
Trough 20 Jun 2022 · recovered in 350 days
-21.5%
3 Mar 2015 – 18 Aug 2016
Trough 12 Feb 2016 · recovered in 188 days
-21.0%
11 Dec 2024 – 3 Aug 2026
Trough 28 Feb 2025 · recovered in 521 days
-19.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
58
Vs category
19
Consistency
29
Risk-adjusted
56
Drawdown
14
Mean
36
Portfolio
31 Aug 2026 · 83 holdings · top 10 are 24.1%.
- Top 5
- 12.7%
- Top 10
- 24.1%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Equity
98.5%
Debt
1.3%
Cash
0.2%
Sectors
Financial
30.6%
Industrials
16.4%
Consumer Discretionary
12.2%
Technology
11.1%
Materials
9.6%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
DECISION
Status moved from REVIEW to MONITOR.
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 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.
BANK OF INDIA MULTI CAP FUND
Bank of India Mutual Fund
- 1Y
- +10.5%
- 3Y
- +16.7%
- Vol
- 15.1%
- Max DD
- -20.3%
- Sharpe
- 1.08
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
LIC MF Multi Cap Fund
LIC Mutual Fund
- 1Y
- +10.4%
- 3Y
- +17.5%
- Vol
- 14.2%
- Max DD
- -19.3%
- Sharpe
- 0.96
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
TRUSTMF MULTI CAP FUND
Trust Mutual Fund
- 1Y
- +14.6%
- 3Y
- n/a
- Vol
- 14.2%
- Max DD
- -12.7%
- Sharpe
- 0.73
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Bajaj Finserv Multi Cap Fund
Bajaj Finserv Mutual Fund
- 1Y
- +8.9%
- 3Y
- n/a
- Vol
- 13.9%
- Max DD
- -14.2%
- Sharpe
- 0.66
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
BANDHAN MULTI CAP FUND
Bandhan Mutual Fund
- 1Y
- +0.2%
- 3Y
- +11.6%
- Vol
- 13.3%
- Max DD
- -18.3%
- Sharpe
- 0.63
- 3Y win
- +47%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns