Should I invest in BARODA BNP PARIBAS Mid Cap Fund?

We don't give personal investment advice. BARODA BNP PARIBAS 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.

Baroda BNP Paribas

BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - IDCW Option

Latest NAV

₹71.4289

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	-0.17%	+0.14%	-0.31	25 / 31	Q4
1W	-2.70%	-1.87%	-0.83	30 / 31	Q4
2W	-0.78%	-0.11%	-0.67	27 / 31	Q4
1M	-0.29%	+0.51%	-0.80	25 / 31	Q4
3M	-5.29%	+3.44%	-8.73	31 / 31	Q4
6M	-5.97%	-2.01%	-3.96	24 / 30	Q4
YTD	-6.07%	-1.58%	-4.49	24 / 30	Q4
1Y	+0.09%	+2.35%	-2.26	21 / 29	Q3
2Y	-1.24%	+3.03%	-4.27	22 / 28	Q4
3Y	+10.96%	+16.24%	-5.28	24 / 28	Q4
4Y	+10.19%	+15.16%	-4.96	18 / 22	Q4
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+7.19%	+14.53%	-7.34	29 / 31	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	-6.07%	-1.58%	-4.49	24 / 30
2025	-5.49%	-0.94%	-4.55	23 / 28
2024	+19.00%	+26.10%	-7.10	24 / 28
2023	+23.36%	+33.37%	-10.01	25 / 27
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

+11.75%

40 windows

min -11.7% · max 43.2%

65% positive

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

3-Year rolling

+11.03%

16 windows

min 6.0% · max 14.5%

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

17.49%

3-year · annualised

Sharpe ratio

0.32

vs risk-free 6.5%

Sortino ratio

0.44

Downside-only deviation

Max drawdown

-25.27%

Oct 2024 → Apr 2025

% positive months

75.0%

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 Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Mid Cap Fund - IDCW Option - Direct Plan	HDFC	₹77.7900	3 Jun 2026
SBI Midcap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹148.2267	3 Jun 2026
ICICI Prudential MidCap Fund - Direct Plan - IDCW	ICICI Prudential	₹69.4100	3 Jun 2026
Invesco India Midcap Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹76.9100	3 Jun 2026
BANDHAN MIDCAP FUND - IDCW - DIRECT PLAN	Bandhan	₹18.8330	3 Jun 2026
quant Mid Cap Fund - IDCW Option - Direct Plan	Quant	₹86.2856	3 Jun 2026
Aditya Birla Sun Life Midcap Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹95.7500	3 Jun 2026
Motilal Oswal Midcap Fund-Direct - IDCW Payout/Reinvestment	Motilal Oswal	₹42.4667	3 Jun 2026
Franklin India Mid Cap Fund - Direct - IDCW	Franklin India	₹108.9957	3 Jun 2026
Mirae Asset Midcap Fund Direct IDCW	Mirae Asset	₹26.9280	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹71.4289
2 Jun 2026	₹71.3452
1 Jun 2026	₹71.4654
29 May 2026	₹72.6463
27 May 2026	₹73.5589
26 May 2026	₹73.3220
25 May 2026	₹73.1773
22 May 2026	₹72.5907
21 May 2026	₹72.7515
20 May 2026	₹72.4951

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 Mid Cap Fund - Direct Plan - IDCW Option is ₹71.4289. It's a 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 Mid Cap 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 Mid Cap Fund - Direct Plan - IDCW Option is managed by Baroda BNP Paribas. It's classified by AMFI under the 'Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - IDCW Option has delivered a absolute return of 0.09% — -2.26 pp behind the Mid Cap Fund category average of 2.35%. The fund ranks #21 of 29 in its category — the third (Q3) quartile.

Over the trailing 3-year window, BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - IDCW Option has delivered a CAGR of 10.96% — -5.28 pp behind the Mid Cap Fund category average of 16.24%. The fund ranks #24 of 28 in its category — the bottom (Q4) quartile.

BARODA BNP PARIBAS Mid Cap 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 Mid Cap Fund - Direct Plan - IDCW Option exactly 3 years ago would be worth approximately ₹136,619 today — a multiplier of 1.37×, based on the 3-year CAGR of 10.96%. The category average over the same window would have grown ₹1 lakh to ₹157,064.

A ₹10,000 monthly SIP in BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - IDCW Option over the last 3 years — total invested ₹360,000 — would be worth ₹368,927 today. That's an XIRR (money-weighted annualised return) of 1.60%.

BARODA BNP PARIBAS Mid Cap 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 ₹368,927 — XIRR 1.60%.

On a 3-year basis, BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - IDCW Option ranks #24 out of 28 funds in the Mid Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 16.24%; this fund delivered 10.96%.

The worst peak-to-trough decline BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - IDCW Option has experienced over the last 3-year window is 25.27% — its NAV fell from a high on 01 Oct 2024 to a low on 07 Apr 2025. 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 Mid Cap Fund - Direct Plan - IDCW Option averaged 11.03% (best 14.47%, worst 5.99%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.32 — weak risk-adjusted performance.

In calendar year 2025, BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - IDCW Option returned -5.49% — lagging the Mid Cap Fund category average of -0.94% by 4.55 pp. It ranked #23 of 28 in its category that year.

BARODA BNP PARIBAS 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 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.

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