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Baroda BNP Paribas Mutual Fund

BARODA BNP PARIBAS ARBITRAGE FUND -DIRECT PLAN - ADHOC IDCW OPTION

★★★★★ TopFund est.

TopFund Score (fallback rating)

  • Calculated by: TopFund — used only when no third-party rating exists for this fund
  • Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis

Full rating methodology →

TopFund Score: 45/100 · Weak

How this score is calculated

  • Star rating (35%)2/5
  • 3Y CAGR (30%)2.49%
  • Expense ratio (20%)0.06%
  • AUM (15%)₹81 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Baroda BNP Paribas Mutual Fund · Hybrid · Arbitrage Fund

₹10.77

-0.87 (-7.51%)

AUM: ₹80 Cr

NAV updated 23 days ago

Plan

Direct

Option

Idcw

Risk

Moderate

Expense Ratio

0.06%

Exit Load

Nil

Fund Manager

Prashant R Pimple

Inception

May 2025

Sharpe Ratio

-1.11

Std Dev (1Y)

6.66%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+0.31%

3m

+2.22%

6m

+3.25%

1y

+6.29%

3y

+2.49%

5y

—

10y

—

since inception

+1.78%

TopFund's Take on BARODA BNP PARIBAS ARBITRAGE FUND -DIRECT PLAN - ADHOC IDCW OPTION

BARODA BNP PARIBAS ARBITRAGE FUND -DIRECT PLAN - ADHOC IDCW OPTION lags behind most of its peers in the Arbitrage Fund category, currently carrying a 2-star rating. Returns have been soft relative to what the category has offered — worth checking if this is a temporary phase or a longer pattern. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 45/100.

Cost: At 0.06%, the expense ratio is meaningfully cheaper — about 86% below the Arbitrage Fund category average of 0.43% (based on 45 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.11 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 6.66% is on the lower side for a Arbitrage Fund fund, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Unspecified 100.00%

Asset Allocation

Mutual Fund 98.16%
CBLO 1.81%
Net Receivables 0.03%

Frequently Asked Questions about BARODA BNP PARIBAS ARBITRAGE FUND -DIRECT PLAN - ADHOC IDCW OPTION

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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