Baroda Bnp Paribas Business Cycle Fund Datagrid
Category Sectoral/ Thematic
BMSMONEY Rank 14
Rating
Growth Option 27-04-2026
NAV ₹15.65(R) +1.26% ₹16.74(D) +1.27%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 4.66% 15.64% -% -% -%
Direct 6.21% 17.25% -% -% -%
Nifty 500 TRI 4.25% 15.93% 14.19% 14.2% 14.32%
SIP (XIRR) Regular 2.46% 7.4% -% -% -%
Direct 3.97% 9.0% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.44 0.2 0.43 -0.54% -0.43
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
15.17% -24.66% -19.9% 1.01 11.67%
Fund AUM As on: 30/12/2025 582 Cr
Top Sectoral/ Thematic
Fund Name Rank Rating
Aditya Birla Sun Life Special Opportunities Fund 1
Icici Prudential India Opportunities Fund 2
SBI Comma Fund 3
ICICI Prudential Business Cycle Fund 4
Icici Prudential Commodities Fund 5

NAV Date: 27-04-2026

Scheme Name NAV Rupee Change Percent Change
Baroda BNP Paribas Business Cycle Fund - Regular Plan - IDCW Option 13.07
0.1600
1.2600%
Baroda BNP Paribas Business Cycle Fund - Direct Plan - IDCW Option 13.98
0.1800
1.2700%
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth 15.65
0.1900
1.2600%
Baroda BNP Paribas Business Cycle Fund - Direct Plan - Growth 16.74
0.2100
1.2700%

Review Date: 27-04-2026

Beginning of Analysis

In the Sectoral/ Thematic Fund category, Baroda BNP Paribas Business Cycle Fund is the 17th ranked fund. The category has total 22 funds. The Baroda BNP Paribas Business Cycle Fund has shown a poor past performence in Sectoral/ Thematic Fund. The fund has a Jensen Alpha of -0.54% which is lower than the category average of 1.34%, reflecting poor performance. The fund has a Sharpe Ratio of 0.44 which is lower than the category average of 0.53.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Sectoral/Thematic Mutual Funds are ideal for aggressive investors seeking high returns by investing in a specific sector or theme. These funds offer targeted exposure to sectors like banking, technology, or themes like infrastructure and ESG, allowing investors to capitalize on the growth potential of these segments. However, they carry higher risks due to their concentrated exposure and are heavily dependent on the performance of the chosen sector or theme. Investors should have a long-term investment horizon, a high risk tolerance, and a good understanding of the sector or theme before investing in these funds. Additionally, timing the market and monitoring sectoral trends are crucial for success.

Baroda BNP Paribas Business Cycle Fund Return Analysis

The Baroda BNP Paribas Business Cycle Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Sectoral/ Thematic Fund peers and the Nifty 500 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Sectoral/ Thematic Fund category and its ability to outperform or underperform the benchmark and category averages.

  • The fund has given a return of 8.59%, 2.07 and -0.2 in last one, three and six months respectively. In the same period the category average return was 9.63%, 2.63% and -1.32% respectively.
  • Baroda BNP Paribas Business Cycle Fund has given a return of 6.21% in last one year. In the same period the Nifty 500 TRI return was 4.25%. The fund has given 1.96% more return than the benchmark return.
  • The fund has given a return of 17.25% in last three years and rank 16th out of twenty two funds in the category. In the same period the Nifty 500 TRI return was 15.93%. The fund has given 1.32% more return than the benchmark return.
  • The fund has given a SIP return of 3.97% in last one year whereas category average SIP return is 5.48%. The fund one year return rank in the category is 16th in 38 funds
  • The fund has SIP return of 9.0% in last three years and ranks 12th in 21 funds. Icici Prudential Commodities Fund has given the highest SIP return (18.07%) in the category in last three years.

Baroda BNP Paribas Business Cycle Fund Risk Analysis

  • The fund has a standard deviation of 15.17 and semi deviation of 11.67. The category average standard deviation is 15.08 and semi deviation is 11.51.
  • The fund has a Value at Risk (VaR) of -24.66 and a maximum drawdown of -19.9. The category average VaR is -23.34 and the maximum drawdown is -18.57. The fund has a beta of 1.02 which shows that fund is more volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Sectoral/ Thematic Fund Category
  • Good Performance in Sectoral/ Thematic Fund Category
  • Poor Performance in Sectoral/ Thematic Fund Category
  • Very Poor Performance in Sectoral/ Thematic Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 8.46 8.59
    9.58
    		4.50 | 21.71 31 | 50 Average
    3M Return % 1.70 0.13
    2.43
    		-4.86 | 19.15 26 | 50 Good
    6M Return % -0.92 -4.06
    -1.82
    		-8.67 | 9.10 18 | 49 Good
    1Y Return % 4.66 4.25
    6.88
    		-6.71 | 28.14 18 | 39 Good
    3Y Return % 15.64 15.93
    17.48
    		9.34 | 26.98 16 | 22 Average
    1Y SIP Return % 2.46
    4.32
    		-9.36 | 24.94 16 | 38 Good
    3Y SIP Return % 7.40
    8.72
    		0.16 | 16.87 13 | 21 Average
    Standard Deviation 15.17
    15.08
    		12.56 | 17.98 15 | 23 Average
    Semi Deviation 11.67
    11.51
    		9.54 | 14.14 15 | 23 Average
    Max Drawdown % -19.90
    -18.57
    		-25.37 | -12.71 15 | 23 Average
    VaR 1 Y % -24.66
    -23.34
    		-32.34 | -16.03 14 | 23 Average
    Average Drawdown % -8.03
    -7.84
    		-11.12 | -5.66 15 | 23 Average
    Sharpe Ratio 0.44
    0.53
    		0.08 | 0.98 15 | 23 Average
    Sterling Ratio 0.43
    0.51
    		0.21 | 0.85 15 | 23 Average
    Sortino Ratio 0.20
    0.25
    		0.06 | 0.45 15 | 23 Average
    Jensen Alpha % -0.54
    1.34
    		-5.75 | 8.79 16 | 23 Average
    Treynor Ratio -0.43
    -0.45
    		-0.54 | -0.34 7 | 23 Good
    Modigliani Square Measure % 12.52
    13.97
    		7.02 | 21.00 15 | 23 Average
    Alpha % -0.87
    1.28
    		-5.39 | 10.56 17 | 23 Average
    Return data last Updated On : April 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 8.59 8.59 9.63 4.63 | 21.86 32 | 51 Average
    3M Return % 2.07 0.13 2.63 -4.55 | 19.58 26 | 51 Good
    6M Return % -0.20 -4.06 -1.32 -7.91 | 9.65 18 | 50 Good
    1Y Return % 6.21 4.25 8.07 -5.41 | 29.50 18 | 40 Good
    3Y Return % 17.25 15.93 18.82 10.69 | 28.51 16 | 22 Average
    1Y SIP Return % 3.97 5.48 -7.82 | 26.17 16 | 38 Good
    3Y SIP Return % 9.00 9.98 1.45 | 18.07 12 | 21 Good
    Standard Deviation 15.17 15.08 12.56 | 17.98 15 | 23 Average
    Semi Deviation 11.67 11.51 9.54 | 14.14 15 | 23 Average
    Max Drawdown % -19.90 -18.57 -25.37 | -12.71 15 | 23 Average
    VaR 1 Y % -24.66 -23.34 -32.34 | -16.03 14 | 23 Average
    Average Drawdown % -8.03 -7.84 -11.12 | -5.66 15 | 23 Average
    Sharpe Ratio 0.44 0.53 0.08 | 0.98 15 | 23 Average
    Sterling Ratio 0.43 0.51 0.21 | 0.85 15 | 23 Average
    Sortino Ratio 0.20 0.25 0.06 | 0.45 15 | 23 Average
    Jensen Alpha % -0.54 1.34 -5.75 | 8.79 16 | 23 Average
    Treynor Ratio -0.43 -0.45 -0.54 | -0.34 7 | 23 Good
    Modigliani Square Measure % 12.52 13.97 7.02 | 21.00 15 | 23 Average
    Alpha % -0.87 1.28 -5.39 | 10.56 17 | 23 Average
    Return data last Updated On : April 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Baroda Bnp Paribas Business Cycle Fund NAV Regular Growth Baroda Bnp Paribas Business Cycle Fund NAV Direct Growth
    27-04-2026 15.6459 16.7359
    24-04-2026 15.4515 16.526
    23-04-2026 15.5915 16.675
    22-04-2026 15.6343 16.7201
    21-04-2026 15.6831 16.7717
    20-04-2026 15.5731 16.6533
    17-04-2026 15.5573 16.6344
    16-04-2026 15.4349 16.5029
    15-04-2026 15.3691 16.4319
    13-04-2026 15.1203 16.1646
    10-04-2026 15.2249 16.2744
    09-04-2026 15.0135 16.0478
    08-04-2026 15.0315 16.0664
    07-04-2026 14.5166 15.5154
    06-04-2026 14.4356 15.4282
    02-04-2026 14.3376 15.321
    01-04-2026 14.3342 15.3168
    30-03-2026 14.0961 15.0612
    27-03-2026 14.4259 15.4117

    Fund Launch Date: 15/Sep/2021
    Fund Category: Sectoral/ Thematic
    Investment Objective: The investment objective of the Scheme is to generate long term capital appreciation for investors by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors
    Fund Description: An open-ended equity scheme following the business cycles theme
    Fund Benchmark: S&P BSE 500 TRI
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.