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MF_148474

Baroda BNP Paribas Large and Mid Cap Fund- Direct Plan -Growth Option

Equity Scheme - Large & Mid Cap Fund

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End Amount
₹28,469.93
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
18.59%
MF_148474 Return
Benchmark CAGR
13.37%
Nifty 50
Inflation Adj. CAGR
13.16%
Real Annualized Return
Alpha
0.05
Excess Return vs Benchmark
Beta
1.00
Volatility vs Benchmark
Sharpe Ratio
0.83
Risk-Adjusted Return
Sortino Ratio
1.34
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 60% 26% 18%
60 days 67% 17% 11%
90 days 70% 15% 9%
180 days 71% 13% 6%
1Yr 72% 10% 4%
3Yr 100% 7% 0%
5Yr 100% 5% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Baroda BNP Paribas Large and Mid Cap Fund- Direct Plan -Growth Option Nifty 50
30 days -11.4% | -63.9% | 27.4% | 197.4% 26.6% | -55.6% | 12.8% | 180.5%
60 days -37.0% | -49.7% | 21.3% | 131.2% -23.0% | -41.0% | 13.6% | 119.5%
90 days -23.8% | -40.6% | 19.6% | 109.8% -25.0% | -30.8% | 14.0% | 103.0%
1 Year -4.2% | -4.5% | 11.2% | 64.8% -10.0% | -6.5% | 10.1% | 53.1%
3 Years 13.7% | 13.1% | 20.1% | 25.9% 7.7% | 6.6% | 14.0% | 19.9%
5 Years 10.6% | 10.2% | 16.8% | 23.7% 6.4% | 5.8% | 11.4% | 18.7%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 6 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 14, 2021 Feb. 3, 2021 20 days 6% Nifty 50: 7% 12567 11758 12597
March 10, 2021 May 18, 2021 69 days 6% Nifty 50: 6% 13397 12597 13417
Oct. 18, 2021 June 3, 2023 593 days 21% Nifty 50: 16% 18112 14379 18132
Sept. 11, 2023 Nov. 17, 2023 67 days 7% Nifty 50: 6% 20620 19201 20626
March 4, 2024 April 1, 2024 28 days 5% Nifty 50: 3% 25106 23743 25116
Sept. 23, 2024 Oct. 30, 2026 767 days 20% Nifty 50: 15% 30830 24817 28470