Baroda Bnp Paribas Equity Savings Fund

Review Date: 07-03-2025

A review of the different performance parameters of the fund is as follows:

1. Returns: It denotes the rise in the investment's worth during the investment period, expressed as a percentage or a monetary value. As part of our analysis, we evaluated six return parameters of this fund. We have classified the return parameters into three performance groups: the top 25%, parameters that fall below the top 25% but remain above average, and parameters that are below average. The performance of each parameter is outlined below.
   1. Top 25%: The fund does not have any return parameter in the top 25% in the category.
   2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
   3. Below Average: Baroda BNP Paribas Equity Savings Fund has six return parameters that are below average in the category, which are listed below:
      
      • 3Y Return %
      • 5Y Return %
      • 1Y Return %
      • 6M Return %
      • 1M Return %
      • 3M Return %
2. Risk: It signifies the potential for financial loss or the failure to achieve anticipated returns due to diverse elements. We have analyzed two risk parameters of Baroda BNP Paribas Equity Savings Fund, and divided it into three groups the lowest 25%, below average but above the lowest 25%, and above average. More details are provided below.
   1. Lowest 25%: Baroda BNP Paribas Equity Savings Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
   2. Below Average but Above the Lowest 25%: Baroda BNP Paribas Equity Savings Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
   3. Above Average: Baroda BNP Paribas Equity Savings Fund has two parameters that are above average which are listed below:
      • Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The standard deviation of the fund is 5.35 %.
      • Semi-Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. The semi-deviation of the fund is 3.82 %.
3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated three risk-adjusted performance parameters of the fund.
   1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
   2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
   3. Below Average Risk Adjusted Performance Parameters: Baroda BNP Paribas Equity Savings Fund has three risk-adjusted performance parameters of the fund that are below average in the category.
      • Sharpe Ratio: Baroda BNP Paribas Equity Savings Fund has a Sharpe Ratio of 0.22 compared to the category average of 0.32.
      • Sterling Ratio: Baroda BNP Paribas Equity Savings Fund has a Sterling Ratio of 0.53 compared to the category average of 0.62.
      • Sortino Ratio: Baroda BNP Paribas Equity Savings Fund has a Sortino Ratio of 0.1 compared to the category average of 0.15.

Date	Baroda Bnp Paribas Equity Savings Fund NAV Regular Growth	Baroda Bnp Paribas Equity Savings Fund NAV Direct Growth
07-03-2025	15.5207	16.4928
06-03-2025	15.5152	16.4864
05-03-2025	15.4507	16.4174
04-03-2025	15.3523	16.3123
03-03-2025	15.3004	16.2567
28-02-2025	15.3139	16.2695
27-02-2025	15.4371	16.3998
25-02-2025	15.4845	16.4491
24-02-2025	15.5052	16.4705
21-02-2025	15.5689	16.5366
20-02-2025	15.6141	16.5842
19-02-2025	15.5754	16.5425
18-02-2025	15.5448	16.5095
17-02-2025	15.5431	16.5071
14-02-2025	15.5595	16.523
13-02-2025	15.6781	16.6484
12-02-2025	15.6772	16.6469
11-02-2025	15.6723	16.6411
10-02-2025	15.8055	16.782
07-02-2025	15.9176	16.8995