Should I invest in BARODA BNP PARIBAS Mid Cap Fund?

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

Baroda BNP Paribas

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

Latest NAV

₹55.8003

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	15 / 18	Q4
1W	-2.72%	-1.89%	-0.83	18 / 18	Q4
2W	-0.84%	-0.02%	-0.82	17 / 18	Q4
1M	-0.40%	+0.86%	-1.26	18 / 18	Q4
3M	-5.63%	+2.83%	-8.46	17 / 18	Q4
6M	-6.64%	-3.32%	-3.32	13 / 17	Q4
YTD	-6.63%	-2.40%	-4.23	13 / 17	Q4
1Y	-1.34%	+1.37%	-2.71	13 / 16	Q4
2Y	-2.65%	+2.03%	-4.69	13 / 15	Q4
3Y	+9.37%	+14.91%	-5.54	13 / 15	Q4
4Y	+8.57%	+12.50%	-3.93	6 / 9	Q3
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+5.61%	+13.31%	-7.70	16 / 18	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	-6.63%	-2.40%	-4.23	13 / 17
2025	-6.83%	-3.20%	-3.64	11 / 15
2024	+17.29%	+26.81%	-9.52	13 / 15
2023	+21.55%	+30.78%	-9.23	12 / 14
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

+10.12%

40 windows

min -13.0% · max 41.2%

60% positive

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

3-Year rolling

+9.41%

16 windows

min 4.4% · max 12.8%

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

17.46%

3-year · annualised

Sharpe ratio

0.23

vs risk-free 6.5%

Sortino ratio

0.32

Downside-only deviation

Max drawdown

-25.83%

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
BANDHAN MIDCAP FUND - IDCW - REGULAR PLAN	Bandhan	₹16.6680	3 Jun 2026
Motilal Oswal Midcap Fund-Regular - IDCW Payout/Reinvestment	Motilal Oswal	₹40.7876	3 Jun 2026
Mirae Asset Midcap Fund Regular IDCW	Mirae Asset	₹24.5060	3 Jun 2026
Edelweiss Mid Cap Fund - Regular Plan - IDCW Option	Edelweiss	₹60.0080	3 Jun 2026
HSBC Midcap Fund - Regular IDCW	HSBC	₹83.1674	3 Jun 2026
Canara Robeco Mid Cap Fund- Regular Plan- IDCW	Canara Robeco	₹15.8700	3 Jun 2026
PGIM India Midcap Fund - Regular Plan - Dividend Option - Payout	PGIM India	₹22.3300	3 Jun 2026
Axis Midcap Fund - Regular Plan - IDCW	Axis	₹39.1800	3 Jun 2026
Bank of India Mid Cap Fund - Regular Plan IDCW	Bank of India	₹10.0000	3 Jun 2026
Helios Mid Cap Fund - Regular Plan - IDCW Option	Helios	₹12.7000	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹55.8003
2 Jun 2026	₹55.7371
1 Jun 2026	₹55.8332
29 May 2026	₹56.7625
27 May 2026	₹57.4801
26 May 2026	₹57.2972
25 May 2026	₹57.1864
22 May 2026	₹56.7347
21 May 2026	₹56.8627
20 May 2026	₹56.6645

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 - Regular Plan - IDCW Option is ₹55.8003. It's a 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 Mid Cap 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 Mid Cap Fund - Regular 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 - Regular Plan - IDCW Option has delivered a absolute return of -1.34% — -2.71 pp behind the Mid Cap Fund category average of 1.37%. The fund ranks #13 of 16 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option has delivered a CAGR of 9.37% — -5.54 pp behind the Mid Cap Fund category average of 14.91%. The fund ranks #13 of 15 in its category — the bottom (Q4) quartile.

BARODA BNP PARIBAS Mid Cap 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 Mid Cap Fund - Regular Plan - IDCW Option exactly 3 years ago would be worth approximately ₹130,820 today — a multiplier of 1.31×, based on the 3-year CAGR of 9.37%. The category average over the same window would have grown ₹1 lakh to ₹151,717.

A ₹10,000 monthly SIP in BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option over the last 3 years — total invested ₹360,000 — would be worth ₹360,543 today. That's an XIRR (money-weighted annualised return) of 0.10%.

BARODA BNP PARIBAS Mid Cap 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 ₹360,543 — XIRR 0.10%.

On a 3-year basis, BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option ranks #13 out of 15 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 14.91%; this fund delivered 9.37%.

The worst peak-to-trough decline BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option has experienced over the last 3-year window is 25.83% — 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 - Regular Plan - IDCW Option averaged 9.41% (best 12.78%, worst 4.41%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.23 — weak risk-adjusted performance.

In calendar year 2025, BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option returned -6.83% — lagging the Mid Cap Fund category average of -3.20% by 3.64 pp. It ranked #11 of 15 in its category that year.

BARODA BNP PARIBAS 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 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.

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