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MF_152128

Baroda BNP Paribas Small Cap Fund - Direct Plan - Growth option

Equity Scheme - Small Cap Fund

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End Amount
₹13,716.03
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.12%
MF_152128 Return
Benchmark CAGR
7.92%
Nifty 50
Inflation Adj. CAGR
7.03%
Real Annualized Return
Alpha
0.06
Excess Return vs Benchmark
Beta
0.95
Volatility vs Benchmark
Sharpe Ratio
0.45
Risk-Adjusted Return
Sortino Ratio
0.71
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 57% 51% 29%
60 days 58% 31% 17%
90 days 61% 25% 16%
180 days 62% 18% 13%
1Yr 47% 10% 8%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Baroda BNP Paribas Small Cap Fund - Direct Plan - Growth option Nifty 50
30 days -47.1% | -72.9% | 20.5% | 257.7% 26.6% | -58.6% | 10.1% | 150.2%
60 days -37.3% | -62.2% | 11.4% | 129.2% -23.0% | -42.1% | 7.4% | 87.6%
90 days -23.2% | -50.0% | 12.0% | 101.9% -25.0% | -32.9% | 8.0% | 59.4%
1 Year 1.3% | -8.3% | 4.0% | 32.6% -10.0% | -9.5% | 5.2% | 22.0%
3 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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) 5 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 6, 2024 April 24, 2024 78 days 11% Nifty 50: 1% 12126 10756 12208
May 2, 2024 May 18, 2024 16 days 5% Nifty 50: 3% 12590 11941 12632
July 30, 2024 Sept. 12, 2024 44 days 6% Nifty 50: 3% 14258 13437 14259
Oct. 1, 2024 Aug. 6, 2026 674 days 25% Nifty 50: 14% 14697 11023 14747
Sept. 11, 2026 Oct. 30, 2026 49 days 10% Nifty 50: 5% 14912 13416 13716