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Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Direct Plan - Growth 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: 32/100 · Weak

How this score is calculated

  • Star rating (35%)1/5
  • 3Y CAGR (30%)—
  • Expense ratio (20%)1.19%
  • AUM (15%)₹22 Cr

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

Baroda BNP Paribas Mutual Fund · Equity · Large & MidCap

₹8.13

+0.0 (+0.0%)

AUM: ₹21 Cr

NAV updated 26 days ago

Plan

Direct

Option

Growth

Risk

High

Expense Ratio

1.19%

Exit Load

Exit load of 0.2%, if redeemed within 7 days.

Fund Manager

Neeraj Saxena

Inception

Oct 2024

Benchmark

Nifty 200 Momentum 30 Total Return Index

Sharpe Ratio

-0.2

Std Dev (1Y)

18.69%

Historical Returns (CAGR)

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

1m

+0.52%

3m

+2.5%

6m

-2.0%

1y

+1.72%

3y

—

5y

—

10y

—

since inception

-10.23%

TopFund's Take on Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Direct Plan - Growth Option

Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Direct Plan - Growth Option lags behind most of its peers in the Large & MidCap category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 32/100.

Cost: At 1.19%, the expense ratio runs 34% above the Large & MidCap category average of 0.89%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.2 — 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 18.69% is fairly typical for Large & MidCap funds.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

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

Asset Allocation

Equity 99.87%
CBLO 0.11%
Net Receivables 0.02%

Frequently Asked Questions about Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Direct Plan - Growth Option

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

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