MonitorRegular · GrowthWatch before adding
Baroda BNP Paribas Nifty Bank ETF
Baroda BNP Paribas Mutual FundOther Scheme - Other ETFs2.3 years
- NAV
- 54.8252
- 26 Oct 2026
- 1Y
- -5.4%
- Trailing CAGR
- AUM
- ₹3.99 Cr
- 30 Jun 2026
- Volatility
- Medium
- 15.2% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 26 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 77% of rolling 1-year windows.
Prefer peers if · Prefer ICICI Prudential Nifty Financial Services Ex-Bank ETF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Fail
2.3 years - thin for judging consistency.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Watch
0.52% TER on Regular - Direct is usually cheaper for the same scheme.
Drawdown vs peers
Pass
Peak-to-trough -18.3%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Plan class
Watch
Regular plan - switch the buy to Direct Growth of the same scheme when you can.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
Regular plan drag
Regular TER compounds against you on long SIPs. Prefer the Direct Growth class of the same scheme when you buy.
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-5.4%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+2.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-8.7%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +2.7%
- Calendar-day CAGR
- Excess 1Y
- -10.4%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
- 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
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -18.3%
- Worst peak-to-trough
- Current
- -11.3%
- Below last peak
- Current spell
- 250 days
- Days below latest peak
- Time below peak
- +93%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 11 days
- 20 recovered episodes
- Longest recovery
- 48 days
- Trough to prior peak
18 Feb 2026 – open
Trough 31 Mar 2026 · not recovered
-18.3%
26 Sept 2024 – 21 Apr 2025
Trough 11 Mar 2025 · recovered in 41 days
-12.0%
4 Jul 2024 – 19 Sept 2024
Trough 6 Aug 2024 · recovered in 44 days
-6.3%
1 Jul 2025 – 16 Oct 2025
Trough 29 Aug 2025 · recovered in 48 days
-6.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
10
Vs category
0
Consistency
77
Risk-adjusted
18
Drawdown
54
Mean
32
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
- The fund beat the category median in 77% of rolling 1-year windows.
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
19 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
18 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
17 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
ICICI Prudential Nifty Financial Services Ex-Bank ETF
ICICI Prudential Mutual Fund
- 1Y
- -9.1%
- 3Y
- +13.2%
- Vol
- 18.9%
- Max DD
- -16.7%
- Sharpe
- 0.51
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Motilal Oswal Nifty 500 ETF
Motilal Oswal Mutual Fund
- 1Y
- -8.1%
- 3Y
- +10.1%
- Vol
- 14.4%
- Max DD
- -18.6%
- Sharpe
- 0.23
- 3Y win
- +100%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Nippon India Nifty 1D Rate Liquid ETF- Growth
Nippon India Mutual Fund
- 1Y
- +4.7%
- 3Y
- n/a
- Vol
- 0.1%
- Max DD
- 0.0%
- Sharpe
- -22.00
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Lower TER
- Higher trailing returns
Aditya Birla Sun Life Crisil 10 year Gilt ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- -0.4%
- 3Y
- n/a
- Vol
- 3.0%
- Max DD
- -3.4%
- Sharpe
- -0.56
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher trailing returns
ADITYA BIRLA SUN LIFE CRISIL BROAD BASED GILT ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +0.7%
- 3Y
- n/a
- Vol
- 2.6%
- Max DD
- -3.0%
- Sharpe
- -0.34
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher trailing returns