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Desk Funds Categories Compare Market Ask AI

Desk Funds Categories Compare Market Ask AI

Evidence-backed fund analysis. Not advice, not a recommendation.

India

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MonitorDirect · Growth

Baroda BNP Paribas Energy Opportunities Fund

Baroda BNP Paribas Mutual Fund · Equity Scheme - Sectoral/ Thematic · 1.6 years

NAV: 11.7775; 7 Sept 2026
AUM: ₹645.01 Cr; 31 Aug 2026
1Y: +4.8%; Trailing
3Y: n/a; CAGR
Max DD: -8.1%; Peak to trough

NAV

7 Sept 2026 · +17.5% from start

11.7775

Feb 20259.727 – 12.7525Sept 2026

Worth investigating

Same-category peers with enough history. None of these is declared better.

Aditya Birla Sun Life Manufacturing Equity Fund
Aditya Birla Sun Life Mutual Fund
1Y
+25.6%
3Y
+79.4%
Vol
15.7%
Max DD
-39.2%
Sharpe
0.59
3Y win
+42%
- Higher win rate vs category
Caveat: Higher volatility · Deeper drawdown

Feb 2025 – Sept 2026

Returns

Trailing and rolling reads from daily NAV. Category comparison uses the median of comparable share classes, not an official TRI.

1Y+4.8%
3Yn/a
5Yn/a
SI+10.8%

Since inception: +10.8%; Calendar-day CAGR
Excess 1Y: -3.0%; Category median, same plan and option
3Y win rate: n/a; Windows beating the median
3Y percentile: n/a; Vs comparable share classes

Drawdown

Peak to trough from a running NAV high. Move across the path to read a date.

Drawdown

7 Sept 2026

-7.6%

Feb 2025-8.1% – 0.0%Sept 2026

26 Feb 2026 – 22 Apr 2026
Trough 31 Mar 2026 · recovered in 22 days
-8.1%
27 May 2026 – open
Trough 1 Sept 2026 · not recovered
-7.7%
2 Jan 2026 – 4 Feb 2026
Trough 23 Jan 2026 · recovered in 12 days
-7.4%
24 Mar 2025 – 17 Apr 2025
Trough 7 Apr 2025 · recovered in 10 days
-6.4%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data. It is not a buy or sell score.

Returns
33
Vs category
31
Consistency
6
Risk-adjusted
48
Drawdown
80
Mean
40

Portfolio

Latest scheme mix from Groww, which republishes AMFI monthly disclosures. As of 31 Jul 2026 · 35 holdings · top 10 are 53.8%.

Reliance Industries Ltd
Energy & Utilities
8.6%
Oil & Natural Gas Corporation Ltd
Energy & Utilities
6.8%
Coal India Ltd
Materials
6.6%
NTPC Ltd
Energy & Utilities
6.5%
Power Grid Corporation of India Ltd
Energy & Utilities
4.9%
Bharat Heavy Electricals Ltd
Industrials
4.3%
Cummins India Ltd
Industrials
4.3%
Larsen & Toubro Ltd
Industrials
4.1%
NHPC Ltd
Energy & Utilities
4.0%
Hitachi Energy India Ltd
Industrials
3.7%
Oil India Ltd
Energy & Utilities
3.7%
Tata Power Company Ltd
Energy & Utilities
3.5%
NLC India Ltd
Energy & Utilities
3.2%
GAIL (India) Ltd
Energy & Utilities
3.1%
Hindustan Petroleum Corporation Ltd
Energy & Utilities
2.6%
GE T&D India Ltd
Industrials
2.4%
Clean Max Enviro Energy Solutions Ltd.
Energy & Utilities
2.3%
ABB India Ltd
Industrials
2.3%
Linde India Ltd
Materials
2.2%
Siemens Energy India Ltd
Energy & Utilities
2.2%
Kei Industries Ltd
Industrials
2.1%
Petronet LNG Ltd
Energy & Utilities
2.1%
Others CBLO
Unspecified
2.0%
Bharat Petroleum Corporation Ltd
Energy & Utilities
2.0%
Siemens Ltd
Diversified
1.8%
GOVERNMENT OF INDIA 36516 364 DAYS TBILL 17SP26 FV RS 100
Financial
1.5%
KSB Ltd
Industrials
1.3%
Indian Oil Corporation Ltd
Energy & Utilities
1.3%
The India Cements Ltd
Materials
1.2%
Indraprastha Gas Ltd
Energy & Utilities
1.1%
Chennai Petroleum Corporation Ltd
Energy & Utilities
0.8%
Mangalore Refinery & Petrochemicals Ltd
Energy & Utilities
0.7%
Mahanagar Gas Ltd
Energy & Utilities
0.5%
Net Receivables
Unspecified
0.4%
Gulf Oil Lubricants India Ltd
Materials
0.2%

What changed

DECISION
Status moved from REVIEW to MONITOR.
7 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
7 Sept 2026

Decision

Healthy, Monitor, or Review from the quantitative engine. An explanation can only restate this evidence.

Monitor

Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.

Still constructive

Peak-to-trough drawdown has stayed shallower than 15%.

Risk

Daily simple returns, annualized on 252 trading days.

In a moderate band

Sharpe: 0.45; Vs 6.5% proxy
Sortino: 0.45; Downside only
Now: -7.6%; Below last peak
Max DD: -8.1%; Peak to trough

Size

AUM as of 31 Aug 2026.

AUM: ₹645.01 Cr; 31 Aug 2026

Share classes

Direct and Regular plans on this scheme.

Direct · GrowthThis view
Direct · IDCWShare class
Regular · GrowthShare class
Regular · IDCWShare class

Motilal Oswal Infrastructure Fund

Motilal Oswal Mutual Fund

1Y: +7.9%
3Y: n/a
Vol: 14.8%
Max DD: -9.7%
Sharpe: 0.57
3Y win: n/a

Higher win rate vs category

Caveat: Higher volatility · Deeper drawdown

ICICI Prudential QUANT FUND

ICICI Prudential Mutual Fund

1Y: +26.6%
3Y: +40.4%
Vol: 21.2%
Max DD: -16.5%
Sharpe: 1.21
3Y win: +46%

Higher win rate vs category

Caveat: Higher volatility · Deeper drawdown

Tata Business Cycle Fund

Tata Mutual Fund

1Y: +3.5%
3Y: +41.2%
Vol: 14.7%
Max DD: -20.0%
Sharpe: 0.62
3Y win: +58%

Higher win rate vs category

Caveat: Higher volatility · Deeper drawdown

Sundaram Multi-Factor Fund

Sundaram Mutual Fund

1Y: -0.2%
3Y: n/a
Vol: 13.5%
Max DD: -14.9%
Sharpe: -0.50
3Y win: n/a

Lower volatility

Caveat: Deeper drawdown · Lower trailing returns