Should I invest in Baroda BNP Paribas Aggressive Hybrid Fund?

We don't give personal investment advice. Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR 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- REGULAR PLAN- IDCW OPTION

Latest NAV

₹15.2547

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%	+0.09%	+0.14	17 / 33	Q3
1W	-1.91%	-1.58%	-0.33	25 / 33	Q4
2W	-1.02%	-0.53%	-0.49	20 / 33	Q3
1M	-2.23%	-2.04%	-0.18	25 / 33	Q4
3M	-3.25%	-2.12%	-1.13	20 / 33	Q3
6M	-8.01%	-5.78%	-2.22	21 / 33	Q3
YTD	-7.09%	-5.97%	-1.12	20 / 33	Q3
1Y	-9.63%	-1.00%	-8.64	32 / 33	Q4
2Y	-6.20%	+3.07%	-9.27	33 / 33	Q4
3Y	+2.45%	+9.48%	-7.03	30 / 32	Q4
4Y	+2.85%	+10.33%	-7.48	27 / 30	Q4
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+0.64%	+7.75%	-7.10	33 / 33	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	-7.09%	-5.92%	-1.16	19 / 28
2025	-5.82%	-0.84%	-4.98	26 / 32
2024	+8.96%	+15.73%	-6.77	27 / 32
2023	+11.50%	+20.31%	-8.82	27 / 32
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

+4.81%

40 windows

min -10.6% · max 23.4%

58% positive

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

3-Year rolling

+4.57%

16 windows

min 1.8% · max 8.2%

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

10.12%

3-year · annualised

Sharpe ratio

-0.35

vs risk-free 6.5%

Sortino ratio

-0.47

Downside-only deviation

Max drawdown

-22.70%

Sep 2024 → Mar 2026

% positive months

58.3%

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
Invesco India Aggressive Hybrid Fund - Regular Plan - IDCW (Payout / Reinvestment)	Invesco	₹20.5015	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Regular Plan IDCW	Bandhan	₹18.4860	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Regular Plan - IDCW	Mirae Asset	₹16.5000	3 Jun 2026
Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option	Edelweiss	₹25.3500	3 Jun 2026
HSBC Aggressive Hybrid Fund - Regular Annual IDCW	HSBC	₹16.4066	3 Jun 2026
Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW	Axis	₹12.1500	3 Jun 2026
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN IDCW	Bank of India	₹33.0600	3 Jun 2026
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)	Groww	₹19.9339	3 Jun 2026
JM Aggressive Hybrid Fund (Regular) - Annual IDCW		₹31.2903	3 Jun 2026
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Monthly IDCW	Mahindra Manulife	₹17.7095	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹15.2547
2 Jun 2026	₹15.3096
1 Jun 2026	₹15.2750
29 May 2026	₹15.4141
27 May 2026	₹15.6334
26 May 2026	₹15.6073
25 May 2026	₹15.6284
22 May 2026	₹15.5008
21 May 2026	₹15.4905
20 May 2026	₹15.5094

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- REGULAR PLAN- IDCW OPTION is ₹15.2547. It's a Aggressive Hybrid Fund from Baroda BNP Paribas, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR 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- REGULAR 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- REGULAR PLAN- IDCW OPTION has delivered a absolute return of -9.63% — -8.64 pp behind the Aggressive Hybrid Fund category average of -1.00%. The fund ranks #32 of 33 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN- IDCW OPTION has delivered a CAGR of 2.45% — -7.03 pp behind the Aggressive Hybrid Fund category average of 9.48%. The fund ranks #30 of 32 in its category — the bottom (Q4) quartile.

Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR 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- REGULAR PLAN- IDCW OPTION exactly 3 years ago would be worth approximately ₹107,535 today — a multiplier of 1.08×, based on the 3-year CAGR of 2.45%. The category average over the same window would have grown ₹1 lakh to ₹131,214.

A ₹10,000 monthly SIP in Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN- IDCW OPTION over the last 3 years — total invested ₹360,000 — would be worth ₹337,514 today. That's an XIRR (money-weighted annualised return) of -4.14%.

Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR 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 ₹337,514 — XIRR -4.14%.

On a 3-year basis, Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN- IDCW OPTION ranks #30 out of 32 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 9.48%; this fund delivered 2.45%.

The worst peak-to-trough decline Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN- IDCW OPTION has experienced over the last 3-year window is 22.70% — 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- REGULAR PLAN- IDCW OPTION averaged 4.57% (best 8.18%, worst 1.85%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is -0.35 — negative risk-adjusted performance.

In calendar year 2025, Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN- IDCW OPTION returned -5.82% — lagging the Aggressive Hybrid Fund category average of -0.84% by 4.98 pp. It ranked #26 of 32 in its category that year.

Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR 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- REGULAR 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.