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MF_147496

Baroda BNP Paribas Equity Savings Fund - Direct Plan - Growth

Hybrid Schemes - Equity Savings Fund

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End Amount
₹18,446.41
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.80%
MF_147496 Return
Benchmark CAGR
11.90%
Nifty 50
Inflation Adj. CAGR
3.68%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.28
Volatility vs Benchmark
Sharpe Ratio
0.50
Risk-Adjusted Return
Sortino Ratio
0.78
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 44% 19% 51%
60 days 43% 16% 34%
90 days 42% 15% 28%
180 days 40% 13% 19%
1Yr 39% 5% 14%
3Yr 11% 1% 7%
5Yr 8% 1% 6%
7Yr 0% 0% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Baroda BNP Paribas Equity Savings Fund - Direct Plan - Growth Nifty 50
30 days -0.8% | -29.3% | 9.5% | 61.5% 26.6% | -63.0% | 14.5% | 207.9%
60 days -13.2% | -18.9% | 9.3% | 42.2% -23.0% | -51.8% | 15.9% | 140.9%
90 days -7.8% | -14.2% | 9.8% | 35.4% -25.0% | -64.9% | 16.5% | 121.5%
1 Year 1.7% | 2.4% | 9.2% | 18.7% -10.0% | -5.4% | 11.1% | 62.0%
3 Years 9.2% | 7.8% | 9.8% | 12.5% 7.7% | 7.0% | 15.3% | 27.0%
5 Years 7.9% | 7.9% | 9.6% | 11.1% 6.4% | 6.1% | 16.0% | 23.8%
7 Years 8.7% | 8.6% | 9.2% | 9.6% 11.2% | 11.1% | 12.7% | 13.8%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 4 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 19, 2020 June 2, 2020 104 days 8% Nifty 50: 37% 10539 9651 10539
Jan. 17, 2022 Aug. 6, 2022 201 days 6% Nifty 50: 16% 12864 12078 12900
Dec. 16, 2024 April 22, 2025 127 days 5% Nifty 50: 10% 17132 16224 17158
Jan. 2, 2026 May 6, 2026 124 days 5% Nifty 50: 15% 18399 17460 18441