Baroda BNP Paribas Business Cycle Fund
Direct · Growth ₹17.44
04 Aug 2026
NAV
17.8%
3Y CAGR
17.3%
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.
4.87
Sharpe
-20.3%
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.
NA
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 | ₹12.62 L | 16.8% | -24.5% | 58.3% |
| 3 Years | ₹36.00 L | ₹44.56 L | 16.6% | 2.1% | 34.2% |
| 5 Years | ₹60.00 L | ₹82.22 L | 13.0% | 13.0% | 13.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 16.8% | 14.5% | 13.9% | +2.3% |
| 3 Years | 16.6% | 11.2% | 16.8% | +5.4% |
| 5 Years | 13.0% | 10.4% | 16.9% | +2.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.1% | 9.1% | -9.5% | 51.9% | 0.55 | 2.26 | 85% | — | — |
| 3 Years | 17.8% | 17.5% | 12.6% | 24.3% | 4.87 | — | 100% | — | — |
-20.3%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-5.2%
Avg Drawdown
Calmar Ratio by Duration
0.79
1Y
0.88
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +6.45 | 0.92 | 93.7% | 84.5% | 7.2% | 0.2% |
| 3 Years | +6.68 | 0.94 | 97.8% | 89.1% | 15.1% | 8.5% |
| 5 Years | +4.73 | 0.94 | 95.2% | 89.0% | 11.8% | 7.1% |
| 7 Years | +3.17 | 0.94 | 95.2% | 89.0% | 8.3% | 5.0% |
| 10 Years | +2.05 | 0.94 | 95.2% | 89.0% | 5.8% | 3.5% |
| 12 Years | +1.63 | 0.94 | 95.2% | 89.0% | 4.8% | 2.9% |
| 15 Years | +1.21 | 0.94 | 95.2% | 89.0% | 3.8% | 2.3% |