InvestVerdict
Baroda BNP Paribas Value Fund
Regular Plan · IDCW Option · Value / Contra · Scheme code 151754
Fund houseBaroda BNP Paribas Mutual Fund
CategoryValue / Contra
Plan & optionRegular · IDCW Option
History3.2 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 1.73 | 1.63 | -0.94 | 3.69 | 6.41 | — | — | — | 7.52 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| Value / Contra category median |
— | — | — | 2.26 | 13.91 | 13.95 | — | 14.35 | — |
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 | 15.1% | -0.01 | -0.01 | 0.88 | -4.91% | -26.2% | 81.86 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 38 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 |
|---|---|---|---|---|
| 110 | -19.2% | -1.9% | 46.3% | 58% |
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.