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Focused Fund📊 NIFTY 500 TRI(SEBI default)

Baroda BNP Paribas Focused Fund · Regular · Growth

Baroda BNP Paribas Mutual Fund

#26 of 28 (1Y)

NAV

₹19.9954

as of 29 Sept 2026

Expense Ratio

2.98%

AUM

₹646 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
-5.54%
3Y
+5.40%
5Y
+6.30%
Since Inception
+8.02%

SIP returns (XIRR)

1Y
-9.95%
3Y
-1.91%
5Y
+4.58%
Since Inception
+8.92%

What history actually did — last 8 years (Oct 2018 – Sept 2026)

A ₹5,000 monthly SIP for the last 8 years (Oct 2018 – Sept 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹6,79,187 today — ₹4,75,000 invested, 8.9% XIRR.

₹4,75,000

Invested

₹6,79,187

Value today

8.9%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 8 years (Oct 2018 – Sept 2026)

Real NAV backtest

₹1,00,000 invested 8 years ago would be ₹2,24,164 today (10.6% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Oct 2018 would still hold ₹15,62,450.

Fund vs Benchmark (TRI)

Same SIP, benchmark total-return index

The same SIP would be worth ₹6,79,187 in this fund vs ₹7,84,171 in the benchmark — underperformance of ₹1,04,984.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 8 years (Oct 2018 – Sept 2026) (22 Mar 2020) would be ₹2,81,784 today (2.82×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

-0.31

Sharpe Ratio

-0.05

Alpha

0.29

Beta

-0.30

Sortino

13.54%

Std Dev

-16.57%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Aug 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseBaroda BNP Paribas Mutual Fund
CategoryFocused Fund
BenchmarkNIFTY 500 TRI ✓
Launch Date06 Oct 2017
AMFI Code150263
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹250
Exit LoadIf units of the Scheme are redeemed or switched out up to 10% of the units (the limit) within 12 months from the date ofallotment - Nil.If units of the scheme are redeemed or switched out in excess of the limit within 12 months from the date of allotment - 1%of the applicable NAV.If units of scheme are redeemed or switched out after 12 months from the date of allotment - Nil.

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Aug 2026
Holding% NAV

What this fund does

Baroda BNP Paribas Focused Fund · Regular · Growth is a focused equity fund that invests in a concentrated portfolio of up to 30 stocks across market capitalisations. This high-conviction approach allows the fund manager to allocate significant capital to their best ideas.

About This Fund

Baroda BNP Paribas Focused Fund · Regular · Growth is a Focused Fund mutual fund offered by Baroda BNP Paribas Mutual Fund. The fund has been operational for over 8 years. It manages assets worth ₹646 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.98%.

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