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OmniAsset › Mutual funds › Baroda BNP Paribas Energy Opportunities Fund

Baroda BNP Paribas Energy Opportunities Fund

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

Latest NAV2 Sep 202611.5463
CategorySectoral / Thematic
PlanRegular · Growth
Launched21 Jan 2025
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty Energy TRI
Expense ratiodirect plan, a year2.62%
AUM₹660 Cr
Growth of ₹10,000₹11,52112 Feb 2025 to 2 Sep 2026
₹12,483₹11,792₹11,102₹10,412₹9,722Feb 2025Jun 2025Nov 2025Apr 2026Sep 2026
₹11,521 (+9.5% a year) Baroda BNP Paribas Energy Opportunities Fund

Performance (trailing, annualised)

1Y annualised3.37%

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 ₹1,18,793-1.85%

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

Rolling returns

Rolling 1Y · average29 windows since 13 Feb 20268.92%
Rolling 1Y · median7.68%
Rolling 1Y · worst window1.89%
Rolling 1Y · best window22.36%
Rolling 1Y · windows positive100%

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

Risk

Volatility (3Y)13.93%
Downside deviation (3Y)9.76%
Maximum drawdown-8.22%

Management

Fund managerMr. Kirtan Mehta, Mr. Kushant Arora
Managing since29 Nov 2025

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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