Should I invest in Baroda BNP Paribas Aggressive Hybrid Fund?

We don't give personal investment advice. Baroda BNP Paribas Aggressive Hybrid Fund -DIRECT PLAN- IDCW OPTION is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding.

Baroda BNP Paribas

Baroda BNP Paribas Aggressive Hybrid Fund -DIRECT PLAN- IDCW OPTION

Latest NAV

₹17.6757

As of

3 Jun 2026

1,038 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.23%	+6.60%	-6.37	28 / 58	Q2
1W	-1.84%	+5.20%	-7.04	44 / 58	Q4
2W	-0.91%	+6.18%	-7.10	42 / 58	Q3
1M	-2.06%	+5.07%	-7.13	46 / 58	Q4
3M	-2.81%	+4.49%	-7.30	34 / 58	Q3
6M	-7.25%	+1.53%	-8.77	35 / 58	Q3
YTD	-6.43%	+1.04%	-7.47	35 / 58	Q3
1Y	-8.05%	+5.41%	-13.46	51 / 58	Q4
2Y	-4.61%	+4.56%	-9.17	54 / 57	Q4
3Y	+4.20%	+10.78%	-6.57	50 / 58	Q4
4Y	+4.58%	+10.80%	-6.22	46 / 55	Q4
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+2.35%	+8.46%	-6.11	53 / 58	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-6.43%	-6.04%	-0.39	30 / 50
2025	-4.25%	+7.92%	-12.17	50 / 56
2024	+10.86%	+14.90%	-4.04	38 / 56
2023	+13.42%	+18.81%	-5.39	41 / 56
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+6.58%

40 windows

min -9.1% · max 25.5%

58% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+6.32%

16 windows

min 3.6% · max 10.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

10.16%

3-year · annualised

Sharpe ratio

-0.18

vs risk-free 6.5%

Sortino ratio

-0.25

Downside-only deviation

Max drawdown

-20.80%

Sep 2024 → Mar 2026

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - IDCW Option - Direct Plan	HDFC	₹17.2110	3 Jun 2026
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - IDCW Option	Nippon India	₹0.0000	3 Jun 2026
SBI Equity Hybrid Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹99.9127	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Annual IDCW	ICICI Prudential	₹27.9300	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹23.1247	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan IDCW	Bandhan	₹21.1180	3 Jun 2026
quant Aggressive Hybrid Fund-IDCW Option-Direct Plan	Quant	₹69.7436	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹281.8300	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - IDCW	Franklin India	₹32.9866	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW	Mirae Asset	₹20.5210	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹17.6757
2 Jun 2026	₹17.7386
1 Jun 2026	₹17.6977
29 May 2026	₹17.8565
27 May 2026	₹18.1015
26 May 2026	₹18.0705
25 May 2026	₹18.0941
22 May 2026	₹17.9440
21 May 2026	₹17.9313
20 May 2026	₹17.9524

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Baroda BNP Paribas Aggressive Hybrid Fund -DIRECT PLAN- IDCW OPTION is ₹17.6757. It's a Aggressive Hybrid Fund from Baroda BNP Paribas, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Baroda BNP Paribas Aggressive Hybrid Fund -DIRECT PLAN- IDCW OPTION has NAV history starting from 14 Mar 2022, a track record of about 4 years 2 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Baroda BNP Paribas Aggressive Hybrid Fund -DIRECT PLAN- IDCW OPTION is managed by Baroda BNP Paribas. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Baroda BNP Paribas Aggressive Hybrid Fund -DIRECT PLAN- IDCW OPTION has delivered a absolute return of -8.05% — -13.46 pp behind the Aggressive Hybrid Fund category average of 5.41%. The fund ranks #51 of 58 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Baroda BNP Paribas Aggressive Hybrid Fund -DIRECT PLAN- IDCW OPTION has delivered a CAGR of 4.20% — -6.57 pp behind the Aggressive Hybrid Fund category average of 10.78%. The fund ranks #50 of 58 in its category — the bottom (Q4) quartile.

Baroda BNP Paribas Aggressive Hybrid Fund -DIRECT PLAN- IDCW OPTION doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Baroda BNP Paribas Aggressive Hybrid Fund -DIRECT PLAN- IDCW OPTION exactly 3 years ago would be worth approximately ₹113,142 today — a multiplier of 1.13×, based on the 3-year CAGR of 4.20%. The category average over the same window would have grown ₹1 lakh to ₹135,938.

A ₹10,000 monthly SIP in Baroda BNP Paribas Aggressive Hybrid Fund -DIRECT PLAN- IDCW OPTION over the last 3 years — total invested ₹360,000 — would be worth ₹346,580 today. That's an XIRR (money-weighted annualised return) of -2.45%.

Baroda BNP Paribas Aggressive Hybrid Fund -DIRECT PLAN- IDCW OPTION doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹346,580 — XIRR -2.45%.

On a 3-year basis, Baroda BNP Paribas Aggressive Hybrid Fund -DIRECT PLAN- IDCW OPTION ranks #50 out of 58 funds in the Aggressive Hybrid Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 10.78%; this fund delivered 4.20%.

The worst peak-to-trough decline Baroda BNP Paribas Aggressive Hybrid Fund -DIRECT PLAN- IDCW OPTION has experienced over the last 3-year window is 20.80% — its NAV fell from a high on 26 Sep 2024 to a low on 30 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Baroda BNP Paribas Aggressive Hybrid Fund -DIRECT PLAN- IDCW OPTION averaged 6.32% (best 9.95%, worst 3.55%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is -0.18 — negative risk-adjusted performance.

In calendar year 2025, Baroda BNP Paribas Aggressive Hybrid Fund -DIRECT PLAN- IDCW OPTION returned -4.25% — lagging the Aggressive Hybrid Fund category average of 7.92% by 12.17 pp. It ranked #50 of 56 in its category that year.

Baroda BNP Paribas Aggressive Hybrid Fund -DIRECT PLAN- IDCW OPTION is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. Baroda BNP Paribas Aggressive Hybrid Fund -DIRECT PLAN- IDCW OPTION is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.