Baroda BNP Paribas Health and Wellness Fund
Direct · Growth ₹10.87
21 Jul 2026
NAV
6.3%
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.
-0.19
Sharpe
-11.1%
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 | ₹12.77 L | 15.3% | 6.9% | 25.0% |
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 | 15.3% | 14.5% | 13.7% | +0.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.3% | 6.2% | 4.0% | 7.7% | -0.19 | -0.23 | 100% | — | — |
-11.1%
Max Drawdown
6 mo
Drawdown Duration
4 mo
Recovery Time
-4.4%
Avg Drawdown
Calmar Ratio by Duration
0.57
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +6.34 | 0.53 | 60.9% | 49.0% | 7.5% | -3.4% |
| 3 Years | +0.41 | 0.53 | 60.4% | 46.5% | 2.6% | -1.6% |
| 5 Years | -0.98 | 0.53 | 60.4% | 46.5% | 1.6% | -1.0% |
| 7 Years | -1.57 | 0.53 | 60.4% | 46.5% | 1.1% | -0.7% |
| 10 Years | -2.02 | 0.53 | 60.4% | 46.5% | 0.8% | -0.5% |
| 12 Years | -2.19 | 0.53 | 60.4% | 46.5% | 0.6% | -0.4% |
| 15 Years | -2.36 | 0.53 | 60.4% | 46.5% | 0.5% | -0.3% |
31
Total Holdings
54.7%
Top 10 Weight
5
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Sun Pharmaceutical Industries Limited | 7.58% |
| 2 | Lupin Limited | 6.56% |
| 3 | Laurus Labs Limited | 6.31% |
| 4 | IPCA Laboratories Limited | 5.80% |
| 5 | Torrent Pharmaceuticals Limited | 5.43% |
| 6 | Divi's Laboratories Limited | 5.35% |
| 7 | Apollo Hospitals Enterprise Limited | 4.87% |
| 8 | JB Chemicals & Pharmaceuticals Limited | 4.57% |
| 9 | Fortis Healthcare Limited | 4.32% |
| 10 | AstraZeneca Pharma India Limited | 3.87% |