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-Regular 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: 31.2%. 5-year CAGR: 5.10%.

Baroda BNP Paribas

Baroda BNP Paribas Large and Mid Cap Fund-Regular plan-IDCW Option

Latest NAV

₹17.3840

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%	+0.22%	+0.10	9 / 17	Q3
1W	-1.78%	-1.78%	0.00	9 / 17	Q3
2W	-0.33%	+0.03%	-0.36	11 / 17	Q3
1M	-0.26%	-0.50%	+0.24	7 / 17	Q2
3M	-8.83%	-1.23%	-7.60	17 / 17	Q4
6M	-12.46%	-6.29%	-6.16	17 / 17	Q4
YTD	-13.19%	-6.24%	-6.95	17 / 17	Q4
1Y	-8.68%	-2.39%	-6.29	16 / 16	Q4
2Y	-6.94%	+0.29%	-7.23	13 / 14	Q4
3Y	+5.34%	+10.11%	-4.77	12 / 12	Q4
4Y	+5.59%	+9.90%	-4.31	11 / 12	Q4
5Y	+5.10%	+8.33%	-3.23	8 / 11	Q3
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+10.18%	+8.62%	+1.56	6 / 17	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	-13.19%	-6.24%	-6.95	17 / 17
2025	-8.65%	-1.18%	-7.46	14 / 16
2024	+16.39%	+19.96%	-3.57	6 / 12
2023	+19.32%	+22.10%	-2.77	9 / 12
2022	-7.47%	-5.07%	-2.39	10 / 12
2021	+42.29%	+35.83%	+6.46	3 / 11
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

+10.81%

58 windows

min -14.9% · max 67.8%

55% positive

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

3-Year rolling

+10.54%

34 windows

min 3.6% · max 19.0%

100% positive

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

5-Year rolling

+9.61%

10 windows

min 4.6% · max 13.7%

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

18.12%

3-year · annualised

Sharpe ratio

0.02

vs risk-free 6.5%

Sortino ratio

0.03

Downside-only deviation

Max drawdown

-31.22%

Sep 2024 → Mar 2026

% positive months

66.7%

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
Motilal Oswal Large and Midcap Fund Regular - IDCW Payout/Reinvestment	Motilal Oswal	₹24.7839	3 Jun 2026
Mirae Asset Large & Midcap Fund - Regular Plan - IDCW	Mirae Asset	₹45.9140	3 Jun 2026
Edelweiss Large and Mid Cap Fund - Regular Plan - IDCW Option	Edelweiss	₹32.8690	3 Jun 2026
HSBC Large & Mid Cap Fund - Regular IDCW	HSBC	₹19.8946	3 Jun 2026
PGIM India Large and Midcap Fund - Regular Plan - IDCW Option	PGIM India	₹10.9600	3 Jun 2026
Axis Large & Mid Cap Fund - Regular Plan - IDCW	Axis	₹19.2100	2 Jun 2026
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- IDCW	Bajaj Finserv	₹11.7760	3 Jun 2026
Helios Large & Mid Cap Fund - Regular Plan - IDCW Option	Helios	₹10.7300	3 Jun 2026
ITI Large & Midcap Fund - Regular Plan - IDCW Option	ITI	₹9.2800	3 Jun 2026
JM Large & Mid Cap Fund (Regular) - IDCW		₹9.9095	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹17.3840
2 Jun 2026	₹17.4419
1 Jun 2026	₹17.3865
29 May 2026	₹17.5803
27 May 2026	₹17.8188
26 May 2026	₹17.7585
25 May 2026	₹17.7788
22 May 2026	₹17.5649
21 May 2026	₹17.5499
20 May 2026	₹17.5632

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-Regular plan-IDCW Option is ₹17.3840. It's a Large & Mid Cap 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 Large and Mid Cap Fund-Regular 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-Regular 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-Regular plan-IDCW Option has delivered a absolute return of -8.68% — -6.29 pp behind the Large & Mid Cap Fund category average of -2.39%. The fund ranks #16 of 16 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Baroda BNP Paribas Large and Mid Cap Fund-Regular plan-IDCW Option has delivered a CAGR of 5.34% — -4.77 pp behind the Large & Mid Cap Fund category average of 10.11%. The fund ranks #12 of 12 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Baroda BNP Paribas Large and Mid Cap Fund-Regular plan-IDCW Option has delivered a CAGR of 5.10% — -3.23 pp behind the Large & Mid Cap Fund category average of 8.33%. The fund ranks #8 of 11 in its category — the third (Q3) quartile.

₹1 lakh invested in Baroda BNP Paribas Large and Mid Cap Fund-Regular plan-IDCW Option exactly 5 years ago would be worth approximately ₹128,249 today — a multiplier of 1.28×, based on the 5-year CAGR of 5.10%. The category average over the same window would have grown ₹1 lakh to ₹149,224.

A ₹10,000 monthly SIP in Baroda BNP Paribas Large and Mid Cap Fund-Regular plan-IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹608,463 today. That's an XIRR (money-weighted annualised return) of 0.55%.

Baroda BNP Paribas Large and Mid Cap Fund-Regular 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 ₹608,463 — XIRR 0.55%.

On a 5-year basis, Baroda BNP Paribas Large and Mid Cap Fund-Regular plan-IDCW Option ranks #8 out of 11 funds in the Large & Mid Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 8.33%; this fund delivered 5.10%.

The worst peak-to-trough decline Baroda BNP Paribas Large and Mid Cap Fund-Regular plan-IDCW Option has experienced over the last 5-year window is 31.22% — 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-Regular plan-IDCW Option averaged 9.61% (best 13.70%, worst 4.55%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.01 — weak risk-adjusted performance.

In calendar year 2025, Baroda BNP Paribas Large and Mid Cap Fund-Regular plan-IDCW Option returned -8.65% — lagging the Large & Mid Cap Fund category average of -1.18% by 7.46 pp. It ranked #14 of 16 in its category that year.

Baroda BNP Paribas Large and Mid Cap Fund-Regular 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-Regular 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: 31.2%. 5-year CAGR: 5.10%.

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