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Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option

Baroda BNP Paribas Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
395 cr
TER direct / regular
1.08% / 2.76%
CAGR (full)
13.3%
Sharpe (full)
0.49
Sharpe (bull ≤Sep-24)
2.06
Sharpe (sideways Oct-24→)
0.14
Max drawdown
-36.0%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

2013201420152016201720182019202020212022202320242025202668357647Fund (NAV=100)Risk-free 6%/yrCategory median (Thematic)

Drawdown

20132014201520162017201820192020202120222023202420252026-36-180Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY223.3%-17.7%-0.0912
FY237.2%3.9%0.1312
FY2430.5%-15.8%1.7412
FY2517.7%10.6%0.7912
FY26-2.3%-1.1%-0.3612
FY27*18.2%-0.2%2.635
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-10.2-1.7+9.5-0.9-6.5-13.9-11.8+7.2+18.7-2.9+2.1-14.2
2014-10.4+3.4+17.7-0.4+18.9+2.6-0.6+2.6-1.7+10.2+7.8+1.6+60.3
2015+5.5-3.1-4.2-0.7+2.4-1.5+2.1-8.6+0.9-1.0+0.3-2.7-10.7
2016-7.4-9.2+13.9+5.4+4.6+2.9+6.1+4.0-0.3+2.8-8.2-3.3+9.2
2017+8.4+6.6+4.7+5.8-0.8-1.3+8.2-3.5-2.1+3.4+0.3+0.9+34.1
2018+4.3-6.2-2.0+5.8+2.9-2.9+5.2+1.7-12.8-0.0+6.2+1.6+1.9
2019+0.2-2.2+12.5-0.8+5.8+1.0-6.2-3.4+6.1+3.0+5.5+1.6+24.0
2020-1.6-3.8-31.7+9.6-9.7+9.3+2.4+7.6-6.7+8.4+20.8+5.8-0.3
2021-2.8+13.2-3.2-3.1+6.5-2.0+0.0+5.5+2.4+3.6-9.2-0.3+9.0
2022+5.6-4.8+0.3-0.9-1.7-5.2+12.9+4.6-2.7+5.1+3.3+0.4+16.7
2023-5.4-1.8-0.2+5.5+3.0+3.4+2.8-2.4+2.0-2.1+7.6+8.4+21.8
2024-0.8-1.1+1.2+5.8-1.2+5.8+0.0+1.4+6.1-2.7+0.3-1.1+14.0
2025-2.6-3.3+8.8+4.0+2.8+3.6-2.6-3.2+1.4+5.2+2.6-0.7+16.3
2026-0.4+1.5-14.9+9.8-0.3+4.3+2.0+1.6+1.7

Quarterly average AUM & estimated net flows

2013201420152016201720182019202020212022202320242025202632214395AUM (quarter avg), ₹cr
-3880
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.