ReviewDirect · Growth
Baroda BNP Paribas Nifty 50 Index Fund
Baroda BNP Paribas Mutual FundOther Scheme - Index Funds2.6 years
- NAV
- 10.923
- 15 Sept 2026
- 1Y
- -7.0%
- Trailing CAGR
- AUM
- ₹55.07 Cr
- 31 Aug 2026
- Volatility
- Medium
- 13.4% 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-7.0%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+3.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-10.9%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +3.8%
- Calendar-day CAGR
- Excess 1Y
- -12.5%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- 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
- 13 days
- 29 recovered episodes
- Longest recovery
- 237 days
- Trough to prior peak
- Current spell
- 256 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
26 Sept 2024 – 27 Oct 2025
Trough 4 Mar 2025 · recovered in 237 days
-15.5%
2 Jan 2026 – open
Trough 30 Mar 2026 · not recovered
-15.2%
3 Jun 2024 – 7 Jun 2024
Trough 4 Jun 2024 · recovered in 3 days
-5.7%
1 Aug 2024 – 26 Aug 2024
Trough 6 Aug 2024 · recovered in 20 days
-4.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
7
Vs category
0
Consistency
34
Risk-adjusted
23
Drawdown
61
Mean
25
Portfolio
31 Aug 2026 · 52 holdings · top 10 are 52.8%.
- Top 5
- 36.4%
- Top 10
- 52.8%
- Largest holding
- 10.0%
- Effective holdings
- 24.3
HDFC Bank Ltd
Financial
10.0%
ICICI Bank Ltd
Financial
9.3%
Reliance Industries Ltd
Energy & Utilities
7.8%
Bharti Airtel Ltd
Technology
5.0%
Larsen & Toubro Ltd
Industrials
4.3%
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
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
DECISION
Status moved from HEALTHY to MONITOR.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
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.
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Edelweiss CRISIL IBX AAA Financial Services Bond - Jan 2028 Index Fund
Edelweiss Mutual Fund
- 1Y
- +6.2%
- 3Y
- n/a
- Vol
- 0.9%
- Max DD
- -0.5%
- Sharpe
- 2.48
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund
Kotak Mahindra Mutual Fund
- 1Y
- +6.8%
- 3Y
- n/a
- Vol
- 0.4%
- Max DD
- -0.1%
- Sharpe
- 4.66
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Nippon India Nifty India Manufacturing Index Fund
Nippon India Mutual Fund
- 1Y
- +4.4%
- 3Y
- n/a
- Vol
- 15.1%
- Max DD
- -12.1%
- Sharpe
- 0.32
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Aditya Birla Sun Life Crisil IBX Gilt Apr 2028 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.1%
- 3Y
- +7.0%
- Vol
- 1.1%
- Max DD
- -0.7%
- Sharpe
- 1.65
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.9%
- 3Y
- +7.3%
- Vol
- 1.4%
- Max DD
- -3.5%
- Sharpe
- 0.87
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns