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: 4.68%.

Baroda BNP Paribas

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

Latest NAV

₹18.0756

As of

17 Jul 2026

1,441 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%	+0.13%	+0.18	6 / 17	Q2
1W	+0.01%	-0.31%	+0.31	4 / 17	Q1
2W	+1.24%	+0.32%	+0.92	1 / 17	Q1
1M	+1.38%	+1.62%	-0.24	12 / 17	Q3
3M	+3.46%	+4.27%	-0.81	15 / 17	Q4
6M	-8.31%	+0.57%	-8.87	17 / 17	Q4
YTD	-10.03%	-1.78%	-8.26	17 / 17	Q4
1Y	-8.17%	-0.57%	-7.60	16 / 17	Q4
2Y	-8.34%	-1.19%	-7.15	15 / 15	Q4
3Y	+4.14%	+9.33%	-5.18	12 / 12	Q4
4Y	+6.21%	+10.97%	-4.75	11 / 12	Q4
5Y	+4.68%	+8.16%	-3.48	9 / 11	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+10.63%	+9.85%	+0.78	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	-10.03%	-1.78%	-8.26	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

+10.92%

60 windows

min -14.6% · max 65.0%

62% positive

3-Year rolling

+10.67%

35 windows

min 4.1% · max 18.4%

100% positive

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

5-Year rolling

+9.17%

11 windows

min 4.7% · max 14.4%

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

14.42%

3-year · annualised

Sharpe ratio

-0.10

vs risk-free 6.5%

Sortino ratio

-0.15

Downside-only deviation

Max drawdown

-31.22%

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 Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
Motilal Oswal Large and Midcap Fund Regular - IDCW Payout/Reinvestment	Motilal Oswal	₹25.3609	17 Jul 2026
Mirae Asset Large & Midcap Fund - Regular Plan - IDCW	Mirae Asset	₹48.4280	17 Jul 2026
Edelweiss Large and Mid Cap Fund - Regular Plan - IDCW Option	Edelweiss	₹34.3170	17 Jul 2026
HSBC Large & Mid Cap Fund - Regular IDCW	HSBC	₹20.3089	17 Jul 2026
PGIM India Large and Midcap Fund - Regular Plan - IDCW Option	PGIM India	₹11.6500	17 Jul 2026
Axis Large & Mid Cap Fund - Regular Plan - IDCW	Axis	₹20.0900	17 Jul 2026
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- IDCW	Bajaj Finserv	₹12.3410	17 Jul 2026
Helios Large & Mid Cap Fund - Regular Plan - IDCW Option	Helios	₹11.3500	17 Jul 2026
ITI Large & Midcap Fund - Regular Plan - IDCW Option	ITI	₹9.8268	17 Jul 2026
JM Large & Mid Cap Fund (Regular) - IDCW		₹10.4658	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹18.0756
16 Jul 2026	₹18.0188
15 Jul 2026	₹18.0449
14 Jul 2026	₹17.9498
13 Jul 2026	₹18.0775
10 Jul 2026	₹18.0746
9 Jul 2026	₹17.8009
8 Jul 2026	₹17.6328
7 Jul 2026	₹17.9647
6 Jul 2026	₹17.9995

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 17 Jul 2026, the NAV of Baroda BNP Paribas Large and Mid Cap Fund-Regular plan-IDCW Option is ₹18.0756. 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 10 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 -8.17% — -7.6 pp behind the Large & Mid Cap Fund category average of -0.57%. The fund ranks #16 of 17 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 4.14% — -5.18 pp behind the Large & Mid Cap Fund category average of 9.33%. 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 4.68% — -3.48 pp behind the Large & Mid Cap Fund category average of 8.16%. The fund ranks #9 of 11 in its category — the bottom (Q4) 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 ₹125,699 today — a multiplier of 1.26×, based on the 5-year CAGR of 4.68%. The category average over the same window would have grown ₹1 lakh to ₹148,046.

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 ₹622,536 today. That's an XIRR (money-weighted annualised return) of 1.45%.

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 ₹622,536 — XIRR 1.45%.

On a 5-year basis, Baroda BNP Paribas Large and Mid Cap Fund-Regular plan-IDCW Option ranks #9 out of 11 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 8.16%; this fund delivered 4.68%.

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 9.17% (best 14.38%, worst 4.68%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.04 — negative 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: 4.68%.

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