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Sectoral / Thematic📊 NIFTY 500 TRI(SEBI default)

Baroda BNP Paribas India Consumption Fund · Regular · Growth

Baroda BNP Paribas Mutual Fund

#182 of 221 (1Y)

NAV

₹31.0526

as of 31 Jul 2026

Expense Ratio

2.08%

AUM

₹1,397 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
-0.38%
3Y
+10.49%
5Y
+11.51%
Since Inception
+15.43%

SIP returns (XIRR)

1Y
+2.61%
3Y
+4.89%
5Y
+9.63%
Since Inception
+13.48%

What history actually did — last 7 years (Aug 2019 – Jul 2026)

A ₹5,000 monthly SIP for the last 7 years (Aug 2019 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹6,43,275 today ₹4,15,000 invested, 12.5% XIRR.

₹4,15,000

Invested

₹6,43,275

Value today

12.5%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 7 years (Aug 2019 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 7 years ago would be ₹2,76,465 today (15.7% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2019 would still hold ₹21,21,379.

Fund vs Benchmark (TRI)

Same SIP, benchmark total-return index

The same SIP would be worth ₹6,43,275 in this fund vs ₹6,83,493 in the benchmark — underperformance of ₹40,218.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 7 years (Aug 2019 – Jul 2026) (22 Mar 2020) would be ₹3,22,290 today (3.22×).

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

-0.34

Sharpe Ratio

-0.05

Alpha

0.25

Beta

-0.33

Sortino

13.24%

Std Dev

-18.00%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 30 Jun 2026

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

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Fund Details

Fund HouseBaroda BNP Paribas Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY 500 TRI ✓
Launch Date07 Sept 2018
AMFI Code150268
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit LoadNIL - If redeemed or switched out up to 10% of the units within 12 months from the date of allotment.1% - If redeemed or switched out in excess of 10% within 12 months from the date of allotment.NIL - If redeemed or switched out after 12 months from the date of allotment.

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Jun 2026

portfolio shared with BARODA BNP PARIBAS India Consumption Fund - Direct Plan - IDCW Option

Holding% NAV

Investment Objective

Baroda BNP Paribas India Consumption Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Baroda BNP Paribas India Consumption Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Baroda BNP Paribas Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹1,397 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.08%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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