Baroda BNP Paribas Business Cycle Fund Direct-Growth
Equity: Thematic-Business Cycle - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Thematic-Business CycleBenchmark: BSE 500 Total Return Index
NAV: ₹17.08-0.12%
16 Jul 2026
Rolling Returns Analysis
Rolling annualized returns of Baroda BNP Paribas Business Cycle Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 23 Sep, 2022 - 16 Jul, 2026 | 07 Oct, 2024 - 16 Jul, 2026 | - | - |
| Average returns | 16.66% | 17.91% | - | - |
| Standard deviation | 17.94% | 2.28% | - | - |
| Best returns | 54.43% 1 year ending on 04 Jul, 2024 | 24.95% 3 years ending on 04 Jul, 2025 | - | - |
| Worst returns | -9.54% 1 year ending on 30 Sep, 2025 | 12.94% 3 years ending on 03 Mar, 2025 | - | - |
| Period with positive return | 85.81% | 100.00% | - | - |
| Period with return > 5% | 62.11% | 100.00% | - | - |
| Period with return > 10% | 49.31% | 100.00% | - | - |
| Period with return > 15% | 42.05% | 92.24% | - | - |
| Beat % Category | 24.23% | 0.00% | - | - |
| Beat % Benchmark | 67.45% | 94.98% | - | - |
Trailing Returns
Point-to-point returns of Baroda BNP Paribas Business Cycle Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
0%
5%
10%
15%
-0.3%
2.9%
-2.1%
YTD
1.5%
2.6%
1.2%
1 M
1.4%
4.5%
-0.6%
6 M
2.5%
3.1%
-0.1%
1 Y
14.3%
15.6%
12.3%
3 Y
16.4%
12.2%
5 Y
14.1%
13.7%
10 Y
Fund
Equity: Thematic-Business Cycle
BSE 500 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | -0.29% | 1.48% | 1.37% | 2.48% | 14.34% | - | - | 11.71% |
| Equity: Thematic-Business Cycle | 2.91% | 2.61% | 4.47% | 3.09% | 15.64% | 16.40% | 14.09% | - |
| BSE 500 Total Return Index | -2.15% | 1.23% | -0.57% | -0.07% | 12.33% | 12.19% | 13.67% | - |
| Rank in category | 13 | 14 | 13 | 9 | 6 | - | - | - |
| Funds in category | 16 | 17 | 16 | 16 | 7 | 1 | 1 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Baroda BNP Paribas Business Cycle Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Baroda BNP Paribas Business Cycle Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
Compare performance with respect toAdd benchmark
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Frequently Asked Questions
What are the 1-year returns of Baroda BNP Paribas Business Cycle Fund Direct-Growth?
Baroda BNP Paribas Business Cycle Fund Direct-Growth has delivered a 1-year return of 2.48% as of 16 Jul 2026. During the same period, its benchmark BSE 500 Total Return Index returned -0.07%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of Baroda BNP Paribas Business Cycle Fund Direct-Growth?
Baroda BNP Paribas Business Cycle Fund Direct-Growth has delivered a 3-year CAGR of 14.34% as of 16 Jul 2026. Its benchmark BSE 500 Total Return Index returned 12.33% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of Baroda BNP Paribas Business Cycle Fund Direct-Growth?
The 5-year CAGR for Baroda BNP Paribas Business Cycle Fund Direct-Growth is shown in the Trailing Returns section above.
What are the returns of Baroda BNP Paribas Business Cycle Fund Direct-Growth since inception?
Since its launch on 20 Sep 2021, Baroda BNP Paribas Business Cycle Fund Direct-Growth has delivered a CAGR of 11.71%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Baroda BNP Paribas Business Cycle Fund Direct-Growth performed vs its category over the long term?
Over the long term, Baroda BNP Paribas Business Cycle Fund Direct-Growth has ranked 6 out of 7 funds in the Equity: Thematic-Business Cycle category on a 3-year basis, and - on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of Baroda BNP Paribas Business Cycle Fund Direct-Growth?
The Sharpe ratio of Baroda BNP Paribas Business Cycle Fund Direct-Growth is 0.59 (as of 16 Jul 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of Baroda BNP Paribas Business Cycle Fund Direct-Growth?
The 3Y alpha of Baroda BNP Paribas Business Cycle Fund Direct-Growth is 2.06% (as of 16 Jul 2026). Alpha measures the excess return generated by the fund over and above its benchmark BSE 500 Total Return Index, after adjusting for risk. A positive alpha means the fund manager has added value beyond what the market delivered. A negative alpha means the fund has underperformed its benchmark on a risk-adjusted basis.
What is the beta of Baroda BNP Paribas Business Cycle Fund Direct-Growth?
The beta of Baroda BNP Paribas Business Cycle Fund Direct-Growth is 1.03 (as of 16 Jul 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark BSE 500 Total Return Index. A beta of 1 means the fund moves in line with the market. A beta above 1 means it is more volatile than the market; below 1 means it is less volatile. Baroda BNP Paribas Business Cycle Fund Direct-Growth's beta of 1.03 indicates it is more aggressive than its benchmark.
What are the rolling returns of Baroda BNP Paribas Business Cycle Fund Direct-Growth?
The average 1-year and 3-year rolling returns of Baroda BNP Paribas Business Cycle Fund Direct-Growth is 16.66% and 17.91% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.