OmniAssetMutual funds › Baroda BNP Paribas Health and Wellness Fund

Baroda BNP Paribas Health and Wellness Fund

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

Latest NAV2 Sep 202610.7492
CategorySectoral / Thematic
PlanRegular · Growth
Launched9 Jun 2025
Risk labelthe scheme's own riskometerVery high
Legal benchmarkSEBI Tier-1BSE Healthcare Total Return Index
Expense ratiodirect plan, a year2.74%
AUM₹528 Cr
Growth of ₹10,000₹10,7381 Jul 2025 to 2 Sep 2026
₹10,884₹10,407₹9,930₹9,453₹8,977Jul 2025Oct 2025Feb 2026May 2026Sep 2026
₹10,738 (+6.3% a year) Baroda BNP Paribas Health and Wellness Fund
Growth of ₹10,000 — every plotted observation
PointBaroda BNP Paribas Health and Wellness Fund
1 Jul 2025₹10,000
7 Jul 2025₹10,039
14 Jul 2025₹10,029
21 Jul 2025₹10,039
28 Jul 2025₹10,047
4 Aug 2025₹9,892
11 Aug 2025₹9,688
18 Aug 2025₹9,859
25 Aug 2025₹9,904
1 Sep 2025₹9,698
8 Sep 2025₹9,733
15 Sep 2025₹9,764
22 Sep 2025₹9,791
30 Sep 2025₹9,441
6 Oct 2025₹9,574
13 Oct 2025₹9,715
20 Oct 2025₹9,835
27 Oct 2025₹9,736
3 Nov 2025₹9,741
10 Nov 2025₹9,583
17 Nov 2025₹9,663
24 Nov 2025₹9,554
1 Dec 2025₹9,590
8 Dec 2025₹9,444
15 Dec 2025₹9,429
22 Dec 2025₹9,457
29 Dec 2025₹9,392
5 Jan 2026₹9,470
12 Jan 2026₹9,407
19 Jan 2026₹9,254
27 Jan 2026₹9,040
2 Feb 2026₹9,035
9 Feb 2026₹9,263
16 Feb 2026₹9,398
23 Feb 2026₹9,475
2 Mar 2026₹9,546
9 Mar 2026₹9,409
16 Mar 2026₹9,180
23 Mar 2026₹8,977
30 Mar 2026₹9,095
6 Apr 2026₹8,986
13 Apr 2026₹9,223
20 Apr 2026₹9,321
27 Apr 2026₹9,450
4 May 2026₹9,624
11 May 2026₹9,933
18 May 2026₹9,978
25 May 2026₹10,049
1 Jun 2026₹9,789
8 Jun 2026₹9,900
15 Jun 2026₹9,960
22 Jun 2026₹10,124
29 Jun 2026₹10,185
6 Jul 2026₹10,481
13 Jul 2026₹10,537
20 Jul 2026₹10,607
27 Jul 2026₹10,593
3 Aug 2026₹10,769
10 Aug 2026₹10,731
17 Aug 2026₹10,696
24 Aug 2026₹10,637
31 Aug 2026₹10,884
2 Sep 2026₹10,738

Performance (trailing, annualised)

1Y annualised10.44%

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 ₹1,33,57221.53%

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

Risk

Volatility (3Y)11.50%
Downside deviation (3Y)8.13%
Maximum drawdown-11.93%

Management

Fund managerMr. Rohan Korde, Mr. Ankeet Pandya
Managing since2 Sep 2026

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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