Baroda BNP Paribas Balanced Advantage Fund
Direct · Growth ₹27.93
03 Nov 2026
NAV
15.7%
3Y CAGR
15.8%
5Y CAGR
15.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.53
Sharpe
-20.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
1.08%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.77 L | 15.6% | -28.8% | 53.0% |
| 3 Years | ₹36.00 L | ₹44.24 L | 15.1% | 3.4% | 26.5% |
| 5 Years | ₹60.00 L | ₹86.16 L | 15.2% | 8.7% | 20.3% |
| 7 Years | ₹84.00 L | ₹1.36 Cr | 14.0% | 11.0% | 15.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 15.6% | 6.4% |
| 3 Years | 15.1% | 10.4% |
| 5 Years | 15.2% | 10.9% |
| 7 Years | 14.0% | 10.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.4% | 13.0% | -11.6% | 61.5% | 0.82 | 4.18 | 97% | — | — |
| 3 Years | 15.7% | 15.6% | 10.5% | 23.3% | 4.44 | — | 100% | — | — |
| 5 Years | 15.8% | 16.5% | 9.3% | 21.3% | 3.53 | — | 100% | — | — |
-20.7%
Max Drawdown
1 mo
Drawdown Duration
4 mo
Recovery Time
-2.0%
Avg Drawdown
Calmar Ratio by Duration
0.74
1Y
0.76
3Y
0.76
5Y
0.72
7Y