Baroda BNP Paribas Business Cycle Fund - Direct Plan - Growth Option
code 149141 Sectoral/Thematic direct plan · growth NAVs 2021-09-21 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2023-04-21, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 6.90% | 6.90% | 7.85% | -0.95% | 2026-10-09 → 2026-11-09 |
| 3M | 1.30% | 1.30% | -0.57% | 1.87% | 2026-08-07 → 2026-11-09 |
| 6M | 4.41% | 4.41% | 2.40% | 2.01% | 2026-05-08 → 2026-11-09 |
| 1Y | 6.50% | 6.50% | 0.43% | 6.07% | 2025-11-07 → 2026-11-09 |
| 3Y | 13.92% | 13.92% | 11.15% | 2.77% | 2023-11-09 → 2026-11-09 |
| 5Y | 11.53% | - | - | - | 2021-11-09 → 2026-11-09 |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 11.79% | 16.74% | 14.06% | 2.68% | 2021-09-21 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| fund | 3.06% | 32.60% | 22.14% | 2.32% |
| benchmark | - | - | 14.95% | 7.17% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 630 | 14.11% | 5.19% | -9.50% | 51.57% | 81% | 62% |
| 3 years | 139 | 14.50% | 14.83% | 11.42% | 17.84% | 100% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | |
|---|---|---|
| CAGR | 12.48% | 10.52% |
| volatility | 16.23% | 15.15% |
| max drawdown | -20.27% | -20.27% |
| downside deviation | 10.95% | 9.93% |
| Sharpe ratio | 0.44 | 0.36 |
| Sortino ratio | 0.66 | 0.55 |
| Calmar ratio | 0.62 | - |
| alpha (annualised) | 2.86% | - |
| beta | 1.02 | - |
| R² | 0.95 | - |
| tracking error | 3.47% | - |
| information ratio | 0.85 | - |
| up / down capture | 110 / 96 | - |
| Treynor ratio | 0.07 | - |
60 months: benchmark lacks some months of the window: no relative metrics
Sector/theme fund: not ranked. Compare with its benchmark above.