OmniAsset
Get app

OmniAsset › Mutual funds › Baroda BNP Paribas Business Cycle Fund

Baroda BNP Paribas Business Cycle Fund

Sectoral / Thematic fund benchmarked to BSE 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202616.2326
CategorySectoral / Thematic
PlanRegular · Growth
Launched24 Aug 2021
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE 500 TRI
Expense ratiodirect plan, a year2.49%
AUM₹535 Cr
Growth of ₹10,000₹16,21621 Sep 2021 to 2 Sep 2026
₹17,095₹14,934₹12,773₹10,612₹8,451Sep 2021Dec 2022Mar 2024Jun 2025Sep 2026
₹16,216 (+10.3% a year) Baroda BNP Paribas Business Cycle Fund

Performance (trailing, annualised)

1Y annualised5.71%
3Y annualised13.06%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,24,8177.50%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,95,6736.23%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20221.44%
Calendar 202330.98%
Calendar 202420.49%
Calendar 20250.80%

Rolling returns

Rolling 1Y · average204 windows since 22 Sep 202214.14%
Rolling 1Y · median6.61%
Rolling 1Y · worst window-10.21%
Rolling 1Y · best window48.81%
Rolling 1Y · windows positive78%
Rolling 3Y · average100 windows since 27 Sep 202415.90%
Rolling 3Y · median15.84%
Rolling 3Y · worst window11.02%
Rolling 3Y · best window22.57%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)13.71%
Downside deviation (3Y)10.05%
Maximum drawdown-20.79%

Management

Fund managerMr. Rohan Korde, Mr. Ankeet Pandya
Managing since1 Jul 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker