Should I invest in Baroda BNP Paribas Large and Mid Cap Fund?

We don't give personal investment advice. Baroda BNP Paribas Large and Mid Cap Fund-Direct Plan-IDCW Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 29.9%. 5-year CAGR: 7.84%.

Baroda BNP Paribas

Baroda BNP Paribas Large and Mid Cap Fund-Direct Plan-IDCW Option

Latest NAV

₹20.0793

As of

3 Jun 2026

1,410 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	+0.32%	+0.15%	+0.17	15 / 36	Q2
1W	-1.76%	-1.74%	-0.02	17 / 36	Q2
2W	-0.28%	-0.17%	-0.11	20 / 36	Q3
1M	-0.16%	-0.80%	+0.64	10 / 36	Q2
3M	-8.53%	-1.40%	-7.13	35 / 36	Q4
6M	-11.89%	-6.06%	-5.84	33 / 36	Q4
YTD	-12.71%	-6.30%	-6.42	33 / 36	Q4
1Y	-7.50%	-1.66%	-5.85	31 / 35	Q4
2Y	-5.75%	+0.68%	-6.43	33 / 33	Q4
3Y	+6.68%	+12.10%	-5.42	28 / 31	Q4
4Y	+6.98%	+12.28%	-5.30	27 / 31	Q4
5Y	+7.84%	+10.78%	-2.94	24 / 31	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+12.99%	+10.14%	+2.86	11 / 36	Q2

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	-12.71%	-6.30%	-6.42	33 / 36
2025	-7.48%	+1.18%	-8.66	33 / 35
2024	+17.85%	+19.71%	-1.86	16 / 31
2023	+20.88%	+26.16%	-5.29	25 / 31
2022	-0.06%	+0.59%	-0.65	17 / 31
2021	+44.69%	+33.41%	+11.28	4 / 31
2020	—	—	—	—

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

+13.69%

58 windows

min -13.8% · max 70.9%

66% positive

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

3-Year rolling

+13.40%

34 windows

min 4.9% · max 23.4%

100% positive

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

5-Year rolling

+12.53%

10 windows

min 7.3% · max 16.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

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

18.13%

3-year · annualised

Sharpe ratio

0.09

vs risk-free 6.5%

Sortino ratio

0.12

Downside-only deviation

Max drawdown

-29.87%

Sep 2024 → Mar 2026

% positive months

72.2%

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 Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - IDCW Option - Direct Plan	HDFC	₹45.3030	3 Jun 2026
NIPPON INDIA VISION LARGE & MID CAP FUND - DIRECT Plan - IDCW Option	Nippon India	₹68.1548	3 Jun 2026
SBI Large & Midcap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹356.4452	2 Jun 2026
ICICI Prudential Large & Mid Cap Fund - Direct Plan - IDCW	ICICI Prudential	₹51.8500	3 Jun 2026
Invesco India Large & Mid Cap Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹50.7800	3 Jun 2026
Bandhan Large & Mid Cap Fund - Direct Plan - IDCW	Bandhan	₹35.6690	3 Jun 2026
quant Large & Mid Cap Fund - IDCW Option - Direct Plan	Quant	₹62.7085	3 Jun 2026
Aditya Birla Sun Life Large & Mid Cap Fund -Direct - IDCW	Aditya Birla Sun Life	₹201.0900	3 Jun 2026
Motilal Oswal Large and Midcap Fund Direct - IDCW Payout/Reinvestment	Motilal Oswal	₹27.1484	3 Jun 2026
Franklin India Large & Mid cap Fund - Direct - IDCW	Franklin India	₹21.5940	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹20.0793
2 Jun 2026	₹20.1454
1 Jun 2026	₹20.0808
29 May 2026	₹20.3024
27 May 2026	₹20.5765
26 May 2026	₹20.5061
25 May 2026	₹20.5288
22 May 2026	₹20.2797
21 May 2026	₹20.2618
20 May 2026	₹20.2764

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 Large and Mid Cap Fund-Direct Plan-IDCW Option is ₹20.0793. It's a Large & Mid Cap 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 Large and Mid Cap Fund-Direct Plan-IDCW Option has NAV history starting from 11 Sep 2020, a track record of about 5 years 8 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Baroda BNP Paribas Large and Mid Cap Fund-Direct Plan-IDCW Option is managed by Baroda BNP Paribas. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Baroda BNP Paribas Large and Mid Cap Fund-Direct Plan-IDCW Option has delivered a absolute return of -7.50% — -5.85 pp behind the Large & Mid Cap Fund category average of -1.66%. The fund ranks #31 of 35 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Baroda BNP Paribas Large and Mid Cap Fund-Direct Plan-IDCW Option has delivered a CAGR of 6.68% — -5.42 pp behind the Large & Mid Cap Fund category average of 12.10%. The fund ranks #28 of 31 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Baroda BNP Paribas Large and Mid Cap Fund-Direct Plan-IDCW Option has delivered a CAGR of 7.84% — -2.94 pp behind the Large & Mid Cap Fund category average of 10.78%. The fund ranks #24 of 31 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Baroda BNP Paribas Large and Mid Cap Fund-Direct Plan-IDCW Option exactly 5 years ago would be worth approximately ₹145,875 today — a multiplier of 1.46×, based on the 5-year CAGR of 7.84%. The category average over the same window would have grown ₹1 lakh to ₹166,849.

A ₹10,000 monthly SIP in Baroda BNP Paribas Large and Mid Cap Fund-Direct Plan-IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹637,727 today. That's an XIRR (money-weighted annualised return) of 2.40%.

Baroda BNP Paribas Large and Mid Cap Fund-Direct Plan-IDCW Option doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹637,727 — XIRR 2.40%.

On a 5-year basis, Baroda BNP Paribas Large and Mid Cap Fund-Direct Plan-IDCW Option ranks #24 out of 31 funds in the Large & Mid Cap 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 7.84%.

The worst peak-to-trough decline Baroda BNP Paribas Large and Mid Cap Fund-Direct Plan-IDCW Option has experienced over the last 5-year window is 29.87% — its NAV fell from a high on 23 Sep 2024 to a low on 31 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 5-year rolling windows, Baroda BNP Paribas Large and Mid Cap Fund-Direct Plan-IDCW Option averaged 12.53% (best 16.80%, worst 7.32%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.16 — weak risk-adjusted performance.

In calendar year 2025, Baroda BNP Paribas Large and Mid Cap Fund-Direct Plan-IDCW Option returned -7.48% — lagging the Large & Mid Cap Fund category average of 1.18% by 8.66 pp. It ranked #33 of 35 in its category that year.

Baroda BNP Paribas Large and Mid Cap Fund-Direct Plan-IDCW Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Baroda BNP Paribas Large and Mid Cap Fund-Direct Plan-IDCW Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 29.9%. 5-year CAGR: 7.84%.

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