Baroda BNP Paribas Midcap Fund Direct-Growth
Equity: Mid Cap - Growth (Open ended) Factsheet
NAV: ₹134.88-0.64%
16 Jul 2026
Rolling Returns Analysis
Rolling annualized returns of Baroda BNP Paribas Midcap 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 | 07 Jan, 2014 - 16 Jul, 2026 | 22 Jan, 2016 - 16 Jul, 2026 | 01 Feb, 2018 - 16 Jul, 2026 | 14 Feb, 2020 - 16 Jul, 2026 |
| Average returns | 23.61% | 19.94% | 18.69% | 17.90% |
| Standard deviation | 26.15% | 9.64% | 6.84% | 2.34% |
| Best returns | 95.24% 1 year ending on 08 Apr, 2021 | 40.10% 3 years ending on 22 Sep, 2016 | 33.05% 5 years ending on 17 Apr, 2025 | 22.58% 7 years ending on 16 Mar, 2021 |
| Worst returns | -21.71% 1 year ending on 23 Mar, 2020 | -4.77% 3 years ending on 19 May, 2020 | 1.80% 5 years ending on 23 Mar, 2020 | 11.75% 7 years ending on 23 Mar, 2020 |
| Period with positive return | 84.82% | 96.98% | 100.00% | 100.00% |
| Period with return > 5% | 73.85% | 90.24% | 97.98% | 100.00% |
| Period with return > 10% | 61.49% | 80.02% | 90.11% | 100.00% |
| Period with return > 15% | 53.02% | 69.45% | 68.22% | 86.54% |
| Beat % Category | 48.22% | 38.75% | 34.76% | 43.59% |
| Beat % Benchmark | 49.51% | 42.51% | 33.08% | 38.60% |
Trailing Returns
Point-to-point returns of Baroda BNP Paribas Midcap 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%
20%
7.4%
5.1%
3.9%
YTD
2.8%
2.4%
1.8%
1 M
8.8%
6.8%
5.3%
6 M
12.0%
6.3%
5.5%
1 Y
20.5%
19.8%
19.6%
3 Y
17.0%
17.1%
17.9%
5 Y
17.2%
17.1%
18.2%
10 Y
Fund
Equity: Mid Cap
NIFTY Midcap 150 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 7.42% | 2.80% | 8.76% | 12.04% | 20.46% | 17.01% | 17.16% | 19.32% |
| Equity: Mid Cap | 5.08% | 2.43% | 6.78% | 6.32% | 19.83% | 17.14% | 17.12% | - |
| NIFTY Midcap 150 Total Return Index | 3.85% | 1.78% | 5.28% | 5.47% | 19.62% | 17.85% | 18.20% | - |
| Rank in category | 12 | 16 | 12 | 5 | 12 | 18 | 11 | - |
| Funds in category | 50 | 53 | 50 | 45 | 37 | 28 | 19 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Baroda BNP Paribas Midcap 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 Midcap Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of Baroda BNP Paribas Midcap Fund Direct-Growth?
Baroda BNP Paribas Midcap Fund Direct-Growth has delivered a 1-year return of 12.04% as of 16 Jul 2026. During the same period, its benchmark NIFTY Midcap 150 Total Return Index returned 5.47%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of Baroda BNP Paribas Midcap Fund Direct-Growth?
Baroda BNP Paribas Midcap Fund Direct-Growth has delivered a 3-year CAGR of 20.46% as of 16 Jul 2026. Its benchmark NIFTY Midcap 150 Total Return Index returned 19.62% 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 Midcap Fund Direct-Growth?
Baroda BNP Paribas Midcap Fund Direct-Growth has delivered a 5-year CAGR of 17.01% as of 16 Jul 2026. Its benchmark NIFTY Midcap 150 Total Return Index returned 17.85% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of Baroda BNP Paribas Midcap Fund Direct-Growth since inception?
Since its launch on 31 Dec 2012, Baroda BNP Paribas Midcap Fund Direct-Growth has delivered a CAGR of 19.32%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Baroda BNP Paribas Midcap Fund Direct-Growth performed vs its category over the long term?
Over the long term, Baroda BNP Paribas Midcap Fund Direct-Growth has ranked 12 out of 37 funds in the Equity: Mid Cap category on a 3-year basis, and 18 out of 28 funds 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 Midcap Fund Direct-Growth?
The Sharpe ratio of Baroda BNP Paribas Midcap Fund Direct-Growth is 0.93 (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 Midcap Fund Direct-Growth?
The 3Y alpha of Baroda BNP Paribas Midcap Fund Direct-Growth is 2.98% (as of 16 Jul 2026). Alpha measures the excess return generated by the fund over and above its benchmark NIFTY Midcap 150 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 Midcap Fund Direct-Growth?
The beta of Baroda BNP Paribas Midcap Fund Direct-Growth is 0.85 (as of 16 Jul 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark NIFTY Midcap 150 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 Midcap Fund Direct-Growth's beta of 0.85 indicates it is more defensive than its benchmark.
What are the rolling returns of Baroda BNP Paribas Midcap Fund Direct-Growth?
The average 1-year and 3-year rolling returns of Baroda BNP Paribas Midcap Fund Direct-Growth is 23.61% and 19.94% 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.