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Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas Short Duration Fund - Direct Plan - Monthly 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: 49/100 · Weak

How this score is calculated

  • Star rating (35%)3/5
  • 3Y CAGR (30%)0.71%
  • 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 · Income/Debt Oriented · Short Term Fund

₹10.77

+0.31 (+2.95%)

AUM: ₹80 Cr

NAV updated 14 days ago

Plan

Direct

Option

Idcw

Risk

Moderate

Expense Ratio

0.06%

Exit Load

Nil

Fund Manager

Prashant R Pimple

Inception

May 2025

Benchmark

CRISIL Ultra Short Duration Debt A-I Index

Sharpe Ratio

-3.36

Std Dev (1Y)

2.1%

Historical Returns (CAGR)

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

1m

+0.24%

3m

+1.69%

6m

+3.24%

1y

+6.18%

3y

+0.71%

5y

+0.52%

10y

+0.39%

since inception

+0.19%

TopFund's Take on Baroda BNP Paribas Short Duration Fund - Direct Plan - Monthly IDCW Option

Baroda BNP Paribas Short Duration Fund - Direct Plan - Monthly IDCW Option lags behind most of its peers in the Short Term Fund category, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 49/100.

Cost: At 0.06%, the expense ratio is meaningfully cheaper — about 82% below the Short Term Fund category average of 0.34% (based on 58 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 -3.36 — 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 2.1% is on the lower side for a Short Term 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 Income/Debt Oriented 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

Financial 89.06%
Technology 1.27%
Industrials 0.49%

Asset Allocation

Mutual Fund 98.08%
CBLO 1.89%
Net Receivables 0.03%

Frequently Asked Questions about Baroda BNP Paribas Short Duration Fund - Direct Plan - Monthly IDCW Option

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

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