ReviewDirect · Growth
Baroda BNP Paribas Small Cap Fund
Baroda BNP Paribas Mutual FundEquity Scheme - Small Cap Fund2.9 years
The Scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities of small cap companies.
- NAV
- 14.5546
- 15 Sept 2026
- 1Y
- +7.4%
- Trailing CAGR
- Upside capture
- +86%
- Vs NIFTY SMALLCAP 250 TRI
- Downside capture
- +79%
- 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+7.4%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+13.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+15.4%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +13.9%
- Calendar-day CAGR
- Excess 1Y
- -9.0%
- 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
Official benchmark
Date-aligned against NIFTY SMALLCAP 250 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- +3.2%
- Fund minus TRI
- 3Y excess
- n/a
- Fund minus TRI
- Upside capture
- +86%
- Benchmark-up months
- Downside capture
- +79%
- 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
- 29 days
- 24 recovered episodes
- Longest recovery
- 524 days
- Trough to prior peak
- Current spell
- 4 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
1 Oct 2024 – 6 Aug 2026
Trough 28 Feb 2025 · recovered in 524 days
-25.0%
6 Feb 2024 – 24 Apr 2024
Trough 13 Mar 2024 · recovered in 42 days
-11.3%
3 Jun 2024 – 10 Jun 2024
Trough 4 Jun 2024 · recovered in 6 days
-8.3%
30 Jul 2024 – 12 Sept 2024
Trough 6 Aug 2024 · recovered in 37 days
-5.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
39
Vs category
0
Consistency
4
Risk-adjusted
53
Drawdown
38
Mean
27
Portfolio
31 Aug 2026 · 63 holdings · top 10 are 31.8%.
- Top 5
- 18.2%
- Top 10
- 31.8%
- Largest holding
- 3.7%
- Effective holdings
- 50.2
Karur Vysya Bank Ltd
Financial
3.7%
Navin Fluorine International Ltd
Materials
3.7%
Multi Commodity Exchange Of India Ltd
Financial
3.4%
Laurus Labs Ltd
Healthcare
3.0%
Ujjivan Small Finance Bank Ltd
Financial
2.9%
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
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.
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.
Bajaj Finserv Small Cap Fund
Bajaj Finserv Mutual Fund
- 1Y
- +14.5%
- 3Y
- n/a
- Vol
- 16.1%
- Max DD
- -16.2%
- Sharpe
- 0.40
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
QUANTUM SMALL CAP FUND
Quantum Mutual Fund
- 1Y
- +8.0%
- 3Y
- n/a
- Vol
- 14.4%
- Max DD
- -18.2%
- Sharpe
- 0.53
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
BANDHAN Small Cap Fund
Bandhan Mutual Fund
- 1Y
- +12.1%
- 3Y
- +24.4%
- Vol
- 17.2%
- Max DD
- -24.3%
- Sharpe
- 1.36
- 3Y win
- +75%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
DSP Small Cap Fund
DSP Mutual Fund
- 1Y
- +15.1%
- 3Y
- +16.7%
- Vol
- 16.5%
- Max DD
- -49.1%
- Sharpe
- 0.96
- 3Y win
- +29%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Franklin India Small Cap Fund
Franklin Templeton Mutual Fund
- 1Y
- +3.8%
- 3Y
- +12.4%
- Vol
- 15.8%
- Max DD
- -49.9%
- Sharpe
- 0.91
- 3Y win
- +52%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown