Baroda Bnp Paribas Business Cycle Fund Datagrid
Category Sectoral/ Thematic
BMSMONEY Rank 14
Rating
Growth Option 16-06-2026
NAV ₹15.7(R) +0.35% ₹16.83(D) +0.35%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 0.87% 13.73% -% -% -%
Direct 2.36% 15.33% -% -% -%
Nifty 500 TRI 0.5% 13.47% 12.33% 14.56% 14.16%
SIP (XIRR) Regular 1.26% 5.86% -% -% -%
Direct 2.74% 7.44% -% -% -%
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: 16-06-2026

Scheme Name NAV Rupee Change Percent Change
Baroda BNP Paribas Business Cycle Fund - Regular Plan - IDCW Option 13.12
0.0500
0.3500%
Baroda BNP Paribas Business Cycle Fund - Direct Plan - IDCW Option 14.06
0.0500
0.3500%
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth 15.7
0.0500
0.3500%
Baroda BNP Paribas Business Cycle Fund - Direct Plan - Growth 16.83
0.0600
0.3500%

Review Date: 16-06-2026

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 1.95%, 7.91 and -0.86 in last one, three and six months respectively. In the same period the category average return was 3.02%, 10.53% and 2.08% respectively.
  • Baroda BNP Paribas Business Cycle Fund has given a return of 2.36% in last one year. In the same period the Nifty 500 TRI return was 0.5%. The fund has given 1.86% more return than the benchmark return.
  • The fund has given a return of 15.33% in last three years and rank 15th out of twenty four funds in the category. In the same period the Nifty 500 TRI return was 13.47%. The fund has given 1.86% more return than the benchmark return.
  • The fund has given a SIP return of 2.74% in last one year whereas category average SIP return is 7.31%. The fund one year return rank in the category is 23rd in 41 funds
  • The fund has SIP return of 7.44% in last three years and ranks 16th in 22 funds. HDFC Defence Fund has given the highest SIP return (31.1%) 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 % 1.83 2.52
    2.97
    		-1.02 | 8.77 40 | 51 Poor
    3M Return % 7.51 7.19
    10.35
    		1.05 | 26.48 32 | 51 Average
    6M Return % -1.58 -2.10
    1.63
    		-7.51 | 25.53 30 | 51 Average
    1Y Return % 0.87 0.50
    3.86
    		-6.82 | 25.03 25 | 42 Average
    3Y Return % 13.73 13.47
    15.79
    		5.51 | 40.87 15 | 24 Average
    1Y SIP Return % 1.26
    6.16
    		-9.06 | 30.77 24 | 41 Average
    3Y SIP Return % 5.86
    8.53
    		-1.53 | 29.68 16 | 23 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 : June 16, 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 % 1.95 2.52 3.02 -1.00 | 8.88 39 | 52 Average
    3M Return % 7.91 7.19 10.53 1.45 | 26.88 31 | 52 Average
    6M Return % -0.86 -2.10 2.08 -6.96 | 26.14 30 | 52 Average
    1Y Return % 2.36 0.50 4.97 -5.67 | 26.34 21 | 43 Good
    3Y Return % 15.33 13.47 17.09 6.82 | 42.45 15 | 24 Average
    1Y SIP Return % 2.74 7.31 -7.95 | 30.90 23 | 41 Average
    3Y SIP Return % 7.44 10.01 -0.27 | 31.10 16 | 22 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 : June 16, 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
    16-06-2026 15.7025 16.8302
    15-06-2026 15.6482 16.7713
    12-06-2026 15.4321 16.5377
    11-06-2026 15.1406 16.2247
    10-06-2026 15.1976 16.2851
    09-06-2026 15.2919 16.3855
    08-06-2026 15.1878 16.2733
    05-06-2026 15.3562 16.4518
    04-06-2026 15.3652 16.4608
    03-06-2026 15.3473 16.4409
    02-06-2026 15.3874 16.4832
    01-06-2026 15.3865 16.4816
    29-05-2026 15.5733 16.6797
    27-05-2026 15.7139 16.8288
    26-05-2026 15.6778 16.7896
    25-05-2026 15.7277 16.8424
    22-05-2026 15.5453 16.645
    21-05-2026 15.5473 16.6464
    20-05-2026 15.5369 16.6346
    19-05-2026 15.4496 16.5406
    18-05-2026 15.4201 16.5083

    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.