Baroda Bnp Paribas Business Cycle Fund Datagrid
Category Sectoral/ Thematic
BMSMONEY Rank 12
Rating
Growth Option 13-03-2026
NAV ₹14.55(R) -2.21% ₹15.54(D) -2.21%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 5.63% 14.51% -% -% -%
Direct 7.2% 16.09% -% -% -%
Nifty 500 TRI 7.03% 15.05% 12.45% 13.56% 14.3%
SIP (XIRR) Regular -9.49% 3.83% -% -% -%
Direct -8.1% 5.41% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.77 0.37 0.56 -1.71% -0.39
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
13.58% -20.34% -19.9% 1.04 10.1%
Fund AUM As on: 30/12/2025 582 Cr
Top Sectoral/ Thematic
Fund Name Rank Rating
- 1
Icici Prudential India Opportunities Fund 2
360 ONE Quant Fund 3
SBI Comma Fund 4
Aditya Birla Sun Life Special Opportunities Fund 5

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
Baroda BNP Paribas Business Cycle Fund - Regular Plan - IDCW Option 13.28
-0.3000
-2.2100%
Baroda BNP Paribas Business Cycle Fund - Direct Plan - IDCW Option 14.17
-0.3200
-2.2100%
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth 14.55
-0.3300
-2.2100%
Baroda BNP Paribas Business Cycle Fund - Direct Plan - Growth 15.54
-0.3500
-2.2100%

Review Date: 13-03-2026

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 2 star rating shows a poor past performance of the Baroda BNP Paribas Business Cycle Fund in Sectoral/ Thematic Fund. The fund has a Jensen Alpha of -1.71% which is lower than the category average of 0.83%, reflecting poor performance. The fund has a Sharpe Ratio of 0.77 which is lower than the category average of 0.9.
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 -7.65%, -9.06 and -6.14 in last one, three and six months respectively. In the same period the category average return was -7.78%, -8.51% and -7.2% respectively.
  • Baroda BNP Paribas Business Cycle Fund has given a return of 7.2% in last one year. In the same period the Nifty 500 TRI return was 7.03%. The fund has given 0.17% more return than the benchmark return.
  • The fund has given a return of 16.09% in last three years and rank 12th out of twenty funds in the category. In the same period the Nifty 500 TRI return was 15.05%. The fund has given 1.04% more return than the benchmark return.
  • The fund has given a SIP return of -8.1% in last one year whereas category average SIP return is -9.13%. The fund one year return rank in the category is 12th in 35 funds
  • The fund has SIP return of 5.41% in last three years and ranks 8th in 18 funds. SBI Comma Fund has given the highest SIP return (12.82%) in the category in last three years.

Baroda BNP Paribas Business Cycle Fund Risk Analysis

  • The fund has a standard deviation of 13.58 and semi deviation of 10.1. The category average standard deviation is 13.41 and semi deviation is 9.8.
  • The fund has a Value at Risk (VaR) of -20.34 and a maximum drawdown of -19.9. The category average VaR is -17.24 and the maximum drawdown is -18.17. 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 % -7.76 -8.21
    -7.84
    		-11.49 | 0.16 20 | 48 Good
    3M Return % -9.38 -9.72
    -8.77
    		-13.30 | 3.99 27 | 48 Average
    6M Return % -6.81 -7.62
    -7.72
    		-15.84 | 1.62 17 | 44 Good
    1Y Return % 5.63 7.03
    5.87
    		-12.90 | 36.09 17 | 36 Good
    3Y Return % 14.51 15.05
    15.63
    		8.41 | 25.01 13 | 20 Average
    1Y SIP Return % -9.49
    -10.47
    		-19.70 | 7.88 13 | 35 Good
    3Y SIP Return % 3.83
    4.51
    		-2.09 | 12.08 10 | 19 Good
    Standard Deviation 13.58
    13.41
    		11.13 | 17.58 14 | 23 Average
    Semi Deviation 10.10
    9.80
    		7.96 | 13.76 15 | 23 Average
    Max Drawdown % -19.90
    -18.17
    		-24.21 | -12.71 16 | 23 Average
    VaR 1 Y % -20.34
    -17.24
    		-29.31 | -10.26 20 | 23 Poor
    Average Drawdown % -6.14
    -5.89
    		-8.05 | -3.84 13 | 23 Average
    Sharpe Ratio 0.77
    0.90
    		0.33 | 1.53 15 | 23 Average
    Sterling Ratio 0.56
    0.66
    		0.33 | 1.04 16 | 23 Average
    Sortino Ratio 0.37
    0.46
    		0.16 | 0.84 15 | 23 Average
    Jensen Alpha % -1.71
    0.83
    		-6.98 | 9.72 16 | 23 Average
    Treynor Ratio -0.39
    -0.42
    		-0.49 | -0.32 8 | 23 Good
    Modigliani Square Measure % 16.06
    17.74
    		10.17 | 26.11 15 | 23 Average
    Alpha % -1.61
    0.65
    		-6.89 | 11.88 17 | 23 Average
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -7.65 -8.21 -7.78 -11.38 | 0.30 20 | 49 Good
    3M Return % -9.06 -9.72 -8.51 -12.95 | 4.24 27 | 49 Average
    6M Return % -6.14 -7.62 -7.20 -15.28 | 1.99 15 | 45 Good
    1Y Return % 7.20 7.03 7.29 -11.68 | 37.49 16 | 37 Good
    3Y Return % 16.09 15.05 16.95 9.75 | 26.50 12 | 20 Average
    1Y SIP Return % -8.10 -9.13 -18.59 | 8.68 12 | 35 Good
    3Y SIP Return % 5.41 5.74 -0.34 | 12.82 8 | 18 Good
    Standard Deviation 13.58 13.41 11.13 | 17.58 14 | 23 Average
    Semi Deviation 10.10 9.80 7.96 | 13.76 15 | 23 Average
    Max Drawdown % -19.90 -18.17 -24.21 | -12.71 16 | 23 Average
    VaR 1 Y % -20.34 -17.24 -29.31 | -10.26 20 | 23 Poor
    Average Drawdown % -6.14 -5.89 -8.05 | -3.84 13 | 23 Average
    Sharpe Ratio 0.77 0.90 0.33 | 1.53 15 | 23 Average
    Sterling Ratio 0.56 0.66 0.33 | 1.04 16 | 23 Average
    Sortino Ratio 0.37 0.46 0.16 | 0.84 15 | 23 Average
    Jensen Alpha % -1.71 0.83 -6.98 | 9.72 16 | 23 Average
    Treynor Ratio -0.39 -0.42 -0.49 | -0.32 8 | 23 Good
    Modigliani Square Measure % 16.06 17.74 10.17 | 26.11 15 | 23 Average
    Alpha % -1.61 0.65 -6.89 | 11.88 17 | 23 Average
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 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
    13-03-2026 14.5504 15.5359
    12-03-2026 14.8797 15.8869
    11-03-2026 14.9984 16.013
    10-03-2026 15.1824 16.2088
    09-03-2026 15.0282 16.0436
    06-03-2026 15.3066 16.3388
    05-03-2026 15.4244 16.4639
    04-03-2026 15.2442 16.2709
    02-03-2026 15.5269 16.5713
    27-02-2026 15.736 16.7925
    26-02-2026 15.8944 16.9608
    25-02-2026 15.8415 16.9037
    24-02-2026 15.7778 16.835
    23-02-2026 15.8956 16.96
    20-02-2026 15.8393 16.898
    19-02-2026 15.7543 16.8067
    18-02-2026 15.9838 17.0507
    17-02-2026 15.9181 16.98
    16-02-2026 15.872 16.9301
    13-02-2026 15.7739 16.8235

    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.