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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 202613.5602
CategorySectoral / Thematic
PlanRegular · Idcw
Launched24 Aug 2021
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE 500 TRI
Expense ratiodirect plan, a year2.49%
AUM₹0.82 Cr
Growth of ₹10,000₹13,54721 Sep 2021 to 2 Sep 2026
₹17,095₹14,934₹12,773₹10,612₹8,451Sep 2021Dec 2022Mar 2024Jun 2025Sep 2026
₹13,547 (+6.3% a year) Baroda BNP Paribas Business Cycle Fund

Performance (trailing, annualised)

1Y annualised-3.24%
3Y annualised6.49%

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 ₹1,18,688-2.01%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,49,229-1.96%

₹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 2025-8.01%

Rolling returns

Rolling 1Y · average204 windows since 22 Sep 202210.97%
Rolling 1Y · median3.90%
Rolling 1Y · worst window-18.07%
Rolling 1Y · best window48.81%
Rolling 1Y · windows positive57%
Rolling 3Y · average100 windows since 27 Sep 202412.62%
Rolling 3Y · median12.89%
Rolling 3Y · worst window5.49%
Rolling 3Y · best window19.63%
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)16.16%
Downside deviation (3Y)13.16%
Maximum drawdown-31.19%

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.

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