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Bnp Paribas Focused 25 Equity Fund

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

Fund Performance Analysis

Bnp Paribas Focused 25 Equity Fund Analysis

Bnp Paribas Focused 25 Equity Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : June 6, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 31, 2023 KPIs: Key Performance Indicators

Bnp Paribas Focused 25 Equity Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Bnp Paribas Focused 25 Equity Fund

Top Performing Funds in Focussed Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Franklin India Focused Equity Fund

 		2 The Franklin India Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 25 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Franklin India Focused Equity Fund performance snapshot section. 18.57% 27.10% -10.52% -14.41% 1.27 0.88 0.41

Hdfc Focused 30 Fund

 		4 The Hdfc Focused 30 Fund is a Focussed Fund. In the Focussed Fund category there are 25 funds. The fund has 17 KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Hdfc Focused 30 Fund performance snapshot section. 22.54% 31.76% -5.26% -15.00% 1.53 1.07 0.41

Icici Prudential Focused Equity Fund

 		1 The Icici Prudential Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 25 funds. The fund has 17 KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Icici Prudential Focused Equity Fund performance snapshot section. 17.37% 24.98% -9.93% -13.05% 1.38 0.97 0.44

Iifl Focused Equity Fund

 		3 The Iifl Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 25 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Iifl Focused Equity Fund performance snapshot section. 20.41% 26.87% -15.22% -14.79% 1.33 0.90 0.42

Bnp Paribas Focused 25 Equity Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : June 6, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 31, 2023 KPIs: Key Performance Indicators

Bnp Paribas Focused 25 Equity Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
% %
% %
% %
% %
% %
% %
% %

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Methodology

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Focussed Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Dsp Focus Fund

0.52
1
1.31
4
6.10
2
8.69
11
2.06
8
14.44
11
19.26
15
9.30
11

Quant Focused Fund

0.46
2
0.96
11
1.50
25
5.25
25
-4.18
25
10.31
22
25.16
5
12.66
6

Jm Focused Fund

0.43
3
1.51
2
5.51
5
8.84
10
2.93
5
19.34
3
20.66
13
8.49
12

Nippon India Focused Equity Fund

0.41
4
1.19
7
5.32
7
9.00
8
-0.41
17
13.49
14
29.26
2
12.71
5

Baroda Bnp Paribas Focused Fund

0.38
5
1.02
10
3.60
21
7.59
19
1.54
10
13.29
15

Axis Focused 25 Fund

0.37
6
0.87
14
4.80
9
10.06
4
-0.73
20
5.10
24
15.80
17
8.23
13

Sbi Focused Equity Fund

0.28
7
0.85
15
4.93
8
11.19
2
1.83
9
12.53
19
21.30
12
12.18
7

Icici Prudential Focused Equity Fund

0.27
8
1.33
3
4.54
12
9.17
6
2.08
7
17.37
5
24.98
6
13.82
3

Kotak Focused Equity Fund

0.26
9
0.79
17
4.17
16
6.97
21
-0.09
15
12.91
16
23.29
8

Canara Robeco Focused Equity Fund

0.23
10
0.69
19
4.21
15
8.26
16
1.00
12
16.64
7

Uti Focused Equity Fund

0.19
11
1.12
8
6.33
1
10.28
3
2.97
4
16.94
6

Hdfc Focused 30 Fund

0.18
12
1.31
5
3.79
18
7.80
18
2.40
6
22.54
1
31.76
1
12.71
4

Motilal Oswal Focused 25 Fund (Mof25)

0.18
13
0.59
22
3.37
22
9.20
5
-0.12
16
12.65
18
17.40
16
9.74
10

Idbi Focused 30 Equity Fund

0.13
14
0.25
25
2.37
24
6.32
24
-0.56
18
11.76
20
21.52
10
9.81
9

Idfc Focused Equity Fund

0.12
15
0.62
20
5.78
3
12.67
1
4.85
1
15.40
8
19.72
14
7.43
14

Sundaram Focused Fund

0.11
16
0.71
18
3.73
19
8.38
15
0.26
13
14.33
12

Edelweiss Focused Equity Fund

0.09
17
0.87
13
4.74
10
9.08
7
3.27
2

Invesco India Focused 20 Equity Fund

0.07
18
1.59
1
5.58
4
8.50
13
-1.92
24
8.04
23

Hsbc Focused Equity Fund

0.05
19
0.39
24
3.64
20
8.97
9
1.28
11
14.72
10

Aditya Birla Sun Life Focused Equity Fund

0.02
20
0.60
21
4.53
13
7.39
20
-0.77
21
11.24
21
21.50
11
11.08
8

Iifl Focused Equity Fund

0.01
21
1.05
9
3.90
17
8.58
12
3.24
3
20.41
2
26.87
4
17.31
1

Mahindra Manulife Focused Equity Yojana

0.00
22
0.42
23
2.62
23
6.75
23
-0.63
19
15.33
9

Franklin India Focused Equity Fund

0.00
23
1.28
6
5.37
6
8.46
14
0.13
14
18.57
4
27.10
3
13.84
2

Union Focused Fund

0.00
24
0.81
16
4.73
11
6.96
22
-1.12
23
12.80
17
22.88
9

Tata Focused Equity Fund

-0.05
25
0.87
12
4.35
14
7.99
17
-0.89
22
14.32
13
24.92
7
no data
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Focused Equity Fund

0.99
13
1.75
11
-0.41
20
9.43
13
15.34
9

Axis Focused 25 Fund

-0.12
24
-3.11
24
-4.99
24
0.98
17
15.10
10

Franklin India Focused Equity Fund

1.73
3
2.74
7
2.38
5
13.56
3
19.08
4

Dsp Focus Fund

0.25
22
-0.85
23
0.13
14
5.39
15
13.22
12

Hdfc Focused 30 Fund

1.90
2
4.20
1
6.18
1
23.26
1
15.40
8

Icici Prudential Focused Equity Fund

1.41
5
3.12
4
2.30
6
13.65
2
18.78
5

Idbi Focused 30 Equity Fund

1.27
8
1.70
12
0.90
9
11.26
8
15.46
7

Idfc Focused Equity Fund

0.66
19
0.12
22
-0.30
19
6.62
14
13.03
13

Iifl Focused Equity Fund

1.69
4
2.97
6
2.86
2
12.64
4
22.78
1

Jm Core 11 Fund

1.96
1
3.22
3
2.51
3
10.41
9
9.00
14

Kotak Focused Equity Fund

0.83
17
1.36
16
-0.17
17
10.36
11

Motilal Oswal Focused 25 Fund (Mof25)

0.95
14
1.63
13
-0.47
21
4.10
16
13.82
11

Nippon India Focused Equity Fund

1.34
6
1.40
14
0.14
13
12.29
5
19.86
3

Quant Focused Fund

1.04
12
1.98
10
-0.03
15
11.48
6
20.52
2

Sbi Focused Equity Fund

0.18
23
0.16
21
-1.32
22
10.37
10
18.04
6

Tata Focused Equity Fund

1.12
11
2.99
5
0.42
11
11.47
7

Union Focused Fund

1.32
7
1.39
15
-0.11
16
10.34
12

Hsbc Focused Equity Fund

0.56
21
2.06
9
0.41
12

Invesco India Focused 20 Equity Fund

0.87
16
0.92
18
-3.26
23

Mahindra Manulife Focused Equity Yojana

1.15
10
3.26
2
2.48
4

Canara Robeco Focused Equity Fund

1.24
9
2.32
8
1.22
8

Uti Focused Equity Fund

0.61
20
0.45
20
1.89
7

Sundaram Focused Fund

0.77
18
1.34
17
-0.27
18

Baroda Bnp Paribas Focused Fund

0.95
15
0.85
19
0.58
10
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Hsbc Focused Equity Fund

0.68
21
2.49
9
1.09
12

Aditya Birla Sun Life Focused Equity Fund

1.07
14
2.01
11
0.07
21
10.41
13
16.39
10

Axis Focused 25 Fund

-0.04
24
-2.88
24
-4.48
24
2.07
17
16.49
9

Franklin India Focused Equity Fund

1.80
3
2.95
7
2.80
6
14.44
3
20.14
5

Dsp Focus Fund

0.33
22
-0.58
23
0.66
14
6.51
15
14.41
13

Hdfc Focused 30 Fund

2.01
2
4.59
1
6.92
1
24.95
1
16.56
7

Icici Prudential Focused Equity Fund

1.51
5
3.46
3
2.99
4
15.11
2
20.16
4

Idbi Focused 30 Equity Fund

1.36
9
1.91
13
1.32
10
12.32
8
16.53
8

Idfc Focused Equity Fund

0.78
19
0.44
21
0.36
18
8.03
14
14.56
12

Iifl Focused Equity Fund

1.77
4
3.23
6
3.39
3
13.89
4
24.36
1

Jm Core 11 Fund

2.04
1
3.45
4
2.94
5
11.35
11
10.33
14

Kotak Focused Equity Fund

0.95
17
1.75
14
0.62
15
12.11
9

Motilal Oswal Focused 25 Fund (Mof25)

1.05
15
1.92
12
0.11
20
5.33
16
15.23
11

Nippon India Focused Equity Fund

1.40
7
1.57
17
0.50
16
13.09
7
20.69
3

Quant Focused Fund

1.19
12
2.43
10
0.88
13
13.67
5
22.62
2

Sbi Focused Equity Fund

0.25
23
0.39
22
-0.85
22
11.42
10
19.29
6

Tata Focused Equity Fund

1.27
11
3.44
5
1.29
11
13.31
6

Union Focused Fund

1.47
6
1.67
15
0.41
17
11.34
12

Invesco India Focused 20 Equity Fund

0.97
16
1.30
19
-2.51
23

Mahindra Manulife Focused Equity Yojana

1.32
10
3.79
2
3.51
2

Canara Robeco Focused Equity Fund

1.37
8
2.76
8
2.03
8

Uti Focused Equity Fund

0.76
20
0.89
20
2.76
7

Sundaram Focused Fund

0.88
18
1.61
16
0.28
19

Baroda Bnp Paribas Focused Fund

1.11
13
1.30
18
1.48
9
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Focused Equity Fund

-13.53
5
-12.04
9
-5.33
11
17.23
8
10.49
7

Axis Focused 25 Fund

-21.68
17
-22.93
17
-10.70
17
19.67
16
12.44
17

Franklin India Focused Equity Fund

-14.41
8
-10.52
4
-4.65
8
19.39
15
11.86
15

Dsp Focus Fund

-16.84
14
-16.54
15
-6.15
14
17.38
10
10.27
4

Hdfc Focused 30 Fund

-15.00
12
-5.26
1
-3.42
1
18.14
14
11.46
14

Icici Prudential Focused Equity Fund

-13.05
3
-9.93
3
-5.39
12
16.90
6
10.40
5

Idbi Focused 30 Equity Fund

-11.73
1
-12.88
10
-4.62
7
17.16
7
10.51
8

Idfc Focused Equity Fund

-14.12
6
-13.63
12
-4.25
3
15.52
1
9.55
1

Iifl Focused Equity Fund

-14.79
10
-15.22
14
-6.49
15
16.88
5
10.59
9

Jm Focused Fund

-15.24
13
-13.36
11
-4.44
6
17.45
11
10.87
11

Kotak Focused Equity Fund

-14.24
7
-11.80
8
-5.41
13
16.76
4
10.21
3

Motilal Oswal Focused 25 Fund (Mof25)

-17.31
15
-14.03
13
-4.39
5
17.31
9
10.41
6

Nippon India Focused Equity Fund

-14.82
11
-9.43
2
-4.75
10
21.01
17
12.35
16

Quant Focused Fund

-17.37
16
-10.78
5
-3.58
2
18.00
13
11.46
13

Sbi Focused Equity Fund

-14.56
9
-18.45
16
-7.06
16
16.23
2
10.66
10

Tata Focused Equity Fund

-13.17
4
-11.00
6
-4.26
4
17.58
12
11.11
12

Union Focused Fund

-11.74
2
-11.64
7
-4.72
9
16.35
3
9.78
2

Sundaram Focused Fund

Baroda Bnp Paribas Focused Fund

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Focused Equity Fund

1.01
11
0.69
11
1.17
10
0.42
-1.95
12 0.94 6
0.98
1
0.19
11
27.27
10
-0.04
11

Axis Focused 25 Fund

0.48
17
0.30
17
0.53
17
0.38
-12.24
17 1.00 2
0.86
11
0.10
17
16.11
17
-0.12
17

Franklin India Focused Equity Fund

1.27
5
0.88
6
1.63
3
0.41
3.66
5 0.97 3
0.81
15
0.25
5
30.91
4
0.03
4

Dsp Focus Fund

0.84
14
0.56
13
0.86
14
0.45
-4.05
15 0.89 12
0.85
12
0.16
14
23.63
15
-0.07
13

Hdfc Focused 30 Fund

1.53
1
1.07
1
2.41
1
0.41
8.62
2 0.92 7
0.84
13
0.30
1
36.43
1
0.06
2

Icici Prudential Focused Equity Fund

1.38
2
0.97
2
1.61
4
0.44
4.43
4 0.89 10
0.90
6
0.26
3
33.99
2
0.01
6

Idbi Focused 30 Equity Fund

1.05
10
0.71
10
1.15
11
0.43
2.19
6 0.97 4
0.82
14
0.19
12
24.66
13
0.01
5

Idfc Focused Equity Fund

0.90
13
0.58
12
0.94
13
0.42
-2.95
13 0.81 16
0.88
10
0.17
13
25.54
11
-0.09
15

Iifl Focused Equity Fund

1.33
4
0.90
4
1.24
9
0.42
4.46
3 0.89 13
0.90
7
0.25
4
33.33
3
0.01
7

Jm Focused Fund

0.83
15
0.53
15
0.97
12
0.40
-3.50
14 0.89 11
0.89
8
0.16
15
23.88
14
-0.07
12

Kotak Focused Equity Fund

1.14
9
0.78
8
1.27
8
0.43
1.13
8 0.90 9
0.94
3
0.21
9
29.83
7
-0.02
9

Motilal Oswal Focused 25 Fund (Mof25)

0.72
16
0.47
16
0.85
15
0.42
-6.76
16 0.92 8
0.94
4
0.14
16
21.51
16
-0.09
16

Nippon India Focused Equity Fund

1.24
6
0.92
3
1.80
2
0.41
1.18
7 1.10 1
0.88
10
0.24
6
29.97
6
0.04
3

Quant Focused Fund

1.35
3
0.89
5
1.59
5
0.43
12.20
1 0.83 15
0.55
17
0.29
2
29.54
9
0.08
1

Sbi Focused Equity Fund

0.91
12
0.54
14
0.80
16
0.39
-1.41
11 0.78 17
0.75
16
0.19
10
25.26
12
-0.08
14

Tata Focused Equity Fund

1.16
8
0.77
9
1.38
6
0.40
0.33
10 0.95 5
0.95
2
0.21
8
29.65
8
-0.01
8

Union Focused Fund

1.18
7
0.85
7
1.28
7
0.45
0.89
9 0.87 14
0.91
5
0.22
7
30.46
5
-0.03
10

Sundaram Focused Fund

Baroda Bnp Paribas Focused Fund

Bnp Paribas Focused 25 Equity Fund Additional Return Analysis

Bnp Paribas Focused 25 Equity Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee
Direct Plan Value of 1000 Rupee
Fund Information
Fund Launch Date: 15/Sep/2017
Fund Category: Focussed Fund
Investment Objective: The Scheme seeks to generate long-term capital growth by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies across market capitalization. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/ indicate any returns.
Fund Description: An Open ended Equity Scheme investing in maximum 25 stocks across market capitalization (i.e. multi cap stocks)
Fund Benchmark: Nifty 200 Total Return Index
Source: Fund FactSheet


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



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  • The Treynor Ratio is a valuable tool for informed investment decisions but should not be used in isolation.

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Understanding The Sortino Ratio In Mutual Funds, Its Advantages And Disadvantages: A Guide For Layman Investors

  • The Sortino Ratio is a risk-adjusted performance measure that evaluates mutual funds based on their downside volatility.
  • It emphasizes downside risk, making it useful for risk-averse investors concerned about capital preservation.
  • The Sortino Ratio helps investors choose funds aligned with their risk tolerance and investment goals.
  • It identifies consistent performers with better risk-adjusted returns.
  • However, the Sortino Ratio neglects the upside potential of investments.

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