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

India

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MonitorDirect · Growth

Baroda BNP Paribas India Consumption Fund

Baroda BNP Paribas Mutual Fund · Equity Scheme - Sectoral/ Thematic · 4.5 years

NAV: 34.0867; 7 Sept 2026
AUM: ₹1,463.75 Cr; 31 Aug 2026
1Y: +17.2%; Trailing
3Y: +34.6%; CAGR
Max DD: -11.3%; Peak to trough

NAV

7 Sept 2026 · +77.2% from start

34.0867

Mar 202218.4448 – 34.0867Sept 2026

Worth investigating

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

Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual Fund
1Y
+4.8%
3Y
n/a
Vol
13.8%
Max DD
-8.1%
Sharpe
0.45
3Y win
n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns

Mar 2022 – Sept 2026

Returns

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

1Y+17.2%
3Y+34.6%
5Yn/a
SI+13.6%

Since inception: +13.6%; Calendar-day CAGR
Excess 1Y: +10.9%; Category median, same plan and option
3Y win rate: 0%; Windows beating the median
3Y percentile: 0; 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

0.0%

Mar 2022-11.0% – 0.0%Sept 2026

8 Apr 2022 – 22 Jul 2022
Trough 17 Jun 2022 · recovered in 35 days
-11.3%
14 Sept 2022 – 25 May 2023
Trough 15 Mar 2023 · recovered in 71 days
-9.2%
17 Oct 2023 – 8 Nov 2023
Trough 26 Oct 2023 · recovered in 13 days
-4.0%
18 Aug 2022 – 8 Sept 2022
Trough 22 Aug 2022 · recovered in 17 days
-2.8%

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
0
Vs category
100
Consistency
34
Risk-adjusted
100
Drawdown
72
Mean
61

Portfolio

Latest scheme mix from Groww, which republishes AMFI monthly disclosures. As of 31 Jul 2026 · 41 holdings · top 10 are 53.0%.

Titan Company Ltd
Consumer Discretionary
7.7%
Bharti Airtel Ltd
Technology
7.4%
Mahindra & Mahindra Ltd
Consumer Discretionary
7.0%
Maruti Suzuki India Ltd
Consumer Discretionary
6.5%
Eicher Motors Ltd
Consumer Discretionary
5.3%
Zomato Ltd
Technology
5.0%
TVS Motor Company Ltd
Consumer Discretionary
4.9%
Nestle India Ltd
Consumer Staples
3.3%
Phoenix Mills Ltd
Real Estate
3.1%
Trent Ltd
Consumer Discretionary
3.0%
Marico Ltd
Consumer Staples
2.9%
Bajaj Auto Ltd
Consumer Discretionary
2.8%
ITC Ltd
Consumer Staples
2.7%
Interglobe Aviation Ltd
Industrials
2.6%
Radico Khaitan Ltd
Consumer Staples
2.5%
Hindustan Unilever Ltd
Consumer Staples
2.5%
Apollo Hospitals Enterprise Ltd
Healthcare
2.5%
Asian Paints Ltd
Materials
2.4%
FSN E-Commerce Ventures Ltd
Consumer Discretionary
2.3%
Tata Consumer Products Ltd
Consumer Staples
2.2%
Lenskart Solutions Ltd.
Consumer Discretionary
2.1%
Britannia Industries Ltd
Consumer Staples
1.8%
Polycab India Ltd
Industrials
1.8%
Schloss Bangalore Ltd.
Consumer Discretionary
1.7%
Tata Motors Ltd
Consumer Discretionary
1.5%
Narayana Hrudayalaya Ltd
Healthcare
1.4%
Others CBLO
Unspecified
1.3%
Indus Towers Ltd
Technology
1.2%
Zydus Wellness Ltd
Consumer Staples
1.1%
Akzo Nobel India Ltd
Materials
1.1%
Waterways Leisure Tourism Ltd.
Consumer Discretionary
1.0%
Vishal Mega Mart Ltd.
Consumer Staples
0.9%
Varun Beverages Ltd
Consumer Staples
0.9%
Sona BLW Precision Forgings Ltd
Consumer Discretionary
0.8%
Ola Electric Mobility Ltd.
Consumer Discretionary
0.8%
Dixon Technologies (India) Ltd
Consumer Discretionary
0.7%
Crompton Greaves Consumer Electricals Ltd
Consumer Discretionary
0.7%
Orkla India Ltd.
Consumer Staples
0.7%
Kwality Walls India Ltd
Consumer Staples
0.1%
TVS Motor Company Ltd - Pref. Shares
Consumer Discretionary
0.0%
Net Receivables
Unspecified
0.0%

Decision

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

Monitor

Three-year return sits below the 25th percentile of comparable share classes.

Still constructive

The fund beat the category median in 68% of rolling 1-year windows.
Risk-adjusted return is constructive relative to the documented risk-free proxy.
Peak-to-trough drawdown has stayed shallower than 15%.

Risk

Daily simple returns, annualized on 252 trading days.

Typical of equity funds

Sharpe: 1.59; Vs 6.5% proxy
Sortino: 2.27; Downside only
Now: 0.0%; At peak
Max DD: -11.3%; Peak to trough

Size

AUM as of 31 Aug 2026.

AUM: ₹1,463.75 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: 0.65
3Y win: n/a

Lower volatility
Shallower drawdown
Higher win rate vs category

Caveat: Lower trailing returns

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%

Lower volatility
Higher win rate vs category

Caveat: Deeper drawdown

Tata Business Cycle Fund

Tata Mutual Fund

1Y: +3.5%
3Y: +41.2%
Vol: 14.7%
Max DD: -20.0%
Sharpe: 0.71
3Y win: +39%

Lower volatility
Higher win rate vs category

Caveat: 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

Baroda BNP Paribas India Consumption Fund · Chanakya