Baroda Bnp Paribas Equity Savings Fund Overview
Category	Equity Savings
BMSMONEY Rank	9
BMSMONEY Rating
Gro. Opt.	As On:	17-01-2025
NAV	₹15.86_(R)		-0.11%	₹16.83_(D)	-0.11%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	9.32%	8.12%	8.79%	-%	-%
LumpSum_(D)	10.55%	9.29%	9.98%	-%	-%
SIP_(R)	6.02%	10.35%	9.26%	-%	-%
SIP_(D)	7.24%	11.55%	10.44%	-%	-%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	0.39	0.2	0.64	-%	-
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	4.83%	-4.46%	-3.91%	-	3.27%

Top Equity Savings
Fund Name	Rank	Rating
Kotak Equity Savings Fund	1
Invesco India Equity Savings Fund	2
Edelweiss Equity Savings Fund	3
Sbi Equity Savings Fund	4

NAV Date: 17-01-2025

Scheme Name	NAV	Rupee Change	Percent Change
Baroda BNP Paribas Equity Savings Fund - Regular Plan - IDCW	13.85	-0.0200	-0.1100%
Baroda BNP Paribas Equity Savings Fund - Direct Plan - IDCW	14.69	-0.0200	-0.1100%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth	15.86	-0.0200	-0.1100%
Baroda BNP Paribas Equity Savings Fund - Direct Plan - Growth	16.83	-0.0200	-0.1100%

Review Date: 17-01-2025

Baroda BNP Paribas Equity Savings Fund has exhibited average performance in the Equity Savings Fund category. The fund has rank of 9 out of 17 funds in the category. The fund has delivered return of 9.32% in 1 year, 8.12% in 3 years and 8.79% in 5 years. The category average for the same periods is 9.89%, 7.9% and 9.07% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 4.83, VaR of -4.46, Average Drawdown of -1.42, Semi Deviation of 3.27 and Max Drawdown of -3.91. The category average for the same parameters is 4.37, -4.29, -1.54, 3.09 and -3.77 respectively. The fund has average risk in the category.

Key Points:

An investment of ₹10,000 in Baroda BNP Paribas Equity Savings Fund direct growth option would have grown to ₹11055.0 in 1 year, ₹13054.0 in 3 years and ₹16087.0 in 5 years as of today (17-01-2025).
An SIP of ₹1,000 per month in Baroda BNP Paribas Equity Savings Fund direct growth option would have grown to ₹12466.0 in 1 year, ₹42814.0 in 3 years and ₹78048.0 in 5 years as of today (17-01-2025).
standard deviation of 4.83 and based on VaR one can expect to lose more than -4.46% of current value of fund in one year.
Sharpe ratio of the fund is 0.39 which shows good performance of fund in the equity savings fund category.

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	-1.84	-1.40	-4.22 \| 0.24	15 \| 19	Average
3M Return %	-1.24	-0.77	-1.76 \| 0.61	13 \| 19	Average
6M Return %	1.41	1.30	-0.43 \| 3.50	11 \| 19	Average
1Y Return %	9.32	9.89	6.67 \| 19.45	11 \| 19	Average
3Y Return %	8.12	7.90	5.31 \| 10.35	10 \| 18	Good
5Y Return %	8.79	9.07	5.34 \| 11.18	11 \| 17	Average
1Y SIP Return %	6.02	6.41	3.26 \| 12.99	10 \| 19	Good
3Y SIP Return %	10.35	10.13	6.94 \| 12.60	12 \| 18	Average
5Y SIP Return %	9.26	9.87	7.58 \| 11.67	11 \| 17	Average
Standard Deviation	4.83	4.37	2.19 \| 5.83	13 \| 17	Average
Semi Deviation	3.27	3.09	1.57 \| 4.09	11 \| 17	Average
Max Drawdown %	-3.91	-3.77	-7.58 \| -1.16	10 \| 17	Good
VaR 1 Y %	-4.46	-4.29	-6.83 \| -1.73	11 \| 17	Average
Average Drawdown %	-1.42	-1.54	-3.14 \| -0.50	10 \| 17	Good
Sharpe Ratio	0.39	0.32	-0.35 \| 0.93	10 \| 17	Good
Sterling Ratio	0.64	0.63	0.33 \| 0.90	9 \| 17	Good
Sortino Ratio	0.20	0.16	-0.13 \| 0.45	9 \| 17	Good

_{Return data last Updated On :
Jan. 17, 2025.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Dec. 31, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	-1.74	-1.32	-4.15 \| 0.32	14 \| 19
3M Return %	-0.96	-0.54	-1.54 \| 0.84	12 \| 19
6M Return %	1.98	1.78	-0.18 \| 3.96	10 \| 19
1Y Return %	10.55	10.93	7.37 \| 20.53	10 \| 19
3Y Return %	9.29	8.97	6.14 \| 11.53	10 \| 18
5Y Return %	9.98	10.17	6.27 \| 12.29	11 \| 17
1Y SIP Return %	7.24	7.43	3.74 \| 14.03	8 \| 19
3Y SIP Return %	11.55	11.20	7.80 \| 14.37	10 \| 18
5Y SIP Return %	10.44	10.94	8.54 \| 12.86	11 \| 17
Standard Deviation	4.83	4.37	2.19 \| 5.83	13 \| 17
Semi Deviation	3.27	3.09	1.57 \| 4.09	11 \| 17
Max Drawdown %	-3.91	-3.77	-7.58 \| -1.16	10 \| 17
VaR 1 Y %	-4.46	-4.29	-6.83 \| -1.73	11 \| 17
Average Drawdown %	-1.42	-1.54	-3.14 \| -0.50	10 \| 17
Sharpe Ratio	0.39	0.32	-0.35 \| 0.93	10 \| 17
Sterling Ratio	0.64	0.63	0.33 \| 0.90	9 \| 17
Sortino Ratio	0.20	0.16	-0.13 \| 0.45	9 \| 17

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	-0.11	₹ 9,989.00	-0.11	₹ 9,989.00
1W	-0.15	₹ 9,985.00	-0.13	₹ 9,987.00
1M	-1.84	₹ 9,816.00	-1.74	₹ 9,826.00
3M	-1.24	₹ 9,876.00	-0.96	₹ 9,904.00
6M	1.41	₹ 10,141.00	1.98	₹ 10,198.00
1Y	9.32	₹ 10,932.00	10.55	₹ 11,055.00
3Y	8.12	₹ 12,638.00	9.29	₹ 13,054.00
5Y	8.79	₹ 15,236.00	9.98	₹ 16,087.00
7Y		₹		₹
10Y		₹		₹
15Y		₹		₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period	Invested Amount	Regular		Direct
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
1Y	₹ 12000	6.02	₹ 12,388.10	7.24	₹ 12,466.22
3Y	₹ 36000	10.35	₹ 42,065.75	11.55	₹ 42,814.37
5Y	₹ 60000	9.26	₹ 75,776.10	10.44	₹ 78,048.48
7Y	₹ 84000		₹		₹
10Y	₹ 120000		₹		₹
15Y	₹ 180000		₹		₹

Date	Baroda Bnp Paribas Equity Savings Fund NAV Regular Growth	Baroda Bnp Paribas Equity Savings Fund NAV Direct Growth
17-01-2025	15.8602	16.8272
16-01-2025	15.8777	16.8452
15-01-2025	15.7999	16.7621
14-01-2025	15.7572	16.7163
13-01-2025	15.6915	16.6461
10-01-2025	15.8847	16.8495
09-01-2025	15.9529	16.9213
08-01-2025	15.9943	16.9646
07-01-2025	16.0458	17.0187
06-01-2025	16.0007	16.9703
03-01-2025	16.1156	17.0905
02-01-2025	16.1411	17.117
01-01-2025	16.045	17.0146
31-12-2024	16.0255	16.9933
30-12-2024	16.0173	16.984
27-12-2024	16.0425	17.0091
26-12-2024	16.0197	16.9844
24-12-2024	16.0242	16.9881
23-12-2024	16.0023	16.9644
20-12-2024	15.9868	16.9464
19-12-2024	16.081	17.0456
18-12-2024	16.1384	17.1059
17-12-2024	16.1575	17.1256

Fund Launch Date: 25/Jul/2019
Fund Category: Equity Savings
Investment Objective: The primary objective of the Scheme is to generate capital appreciation and income by using arbitrage opportunities, investment in equity / equity related instruments and debt/ money market instruments. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
Fund Description: An open ended scheme investing in equity, arbitrage and debt instruments
Fund Benchmark: Nifty Equity Savings Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Baroda Bnp Paribas Equity Savings Fund

Baroda Bnp Paribas Equity Savings Fund NAV

Baroda Bnp Paribas Equity Savings Fund Review

Baroda Bnp Paribas Equity Savings Fund Performance Comparison with Peers (Regular Plan Chart)

Baroda Bnp Paribas Equity Savings Fund Review Dashboard (Regular Plan)

Baroda Bnp Paribas Equity Savings Fund Review Dashboard (Direct Plan)

Baroda Bnp Paribas Equity Savings Fund Lumpsum Returns and Investment Value

Baroda Bnp Paribas Equity Savings Fund SIP Return and Investment Value

Baroda Bnp Paribas Equity Savings Fund NAV History

Baroda Bnp Paribas Equity Savings Fund Information