InvestVerdict
Baroda BNP Paribas Banking and Financial Services Fund
Regular Plan · IDCW Option · Sectoral / Thematic · Scheme code 117547
Fund houseBaroda BNP Paribas Mutual Fund
CategorySectoral / Thematic
Plan & optionRegular · IDCW Option
History3.1 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 2.45 | 7.80 | -8.67 | -0.89 | 4.56 | — | — | — | 3.72 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | — | — | — | 11.86 |
| Sectoral / Thematic category median |
— | — | — | 5.66 | 15.62 | 12.90 | — | 13.92 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 18.5% | -0.10 | -0.13 | 0.99 | -7.66% | -23.9% | 64.05 |
| Nifty 500 benchmark |
14.0% | 0.43 | 0.59 | — | — | -18.6% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 36 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 103 | -12.9% | 3.7% | 25.3% | 37% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.