Should I invest in Baroda BNP Paribas Short Duration Fund - Monthly IDCW Option?

We don't give personal investment advice. Baroda BNP Paribas Short Duration Fund - Regular Plan - Monthly IDCW Option is suitable for an investor whose:time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ yearsprimary goal is capital preservation or steady accrual, not high growthtax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 3.7%. 5-year CAGR: 0.04%.

Baroda BNP Paribas

Baroda BNP Paribas Short Duration Fund - Regular Plan - Monthly IDCW Option

Latest NAV

₹10.1848

As of

17 Jul 2026

3,874 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	+0.02%	+0.01%	+0.00	21 / 49	Q2
1W	-0.02%	-0.02%	+0.00	25 / 49	Q3
2W	-0.07%	-0.07%	+0.00	23 / 49	Q2
1M	+0.15%	+0.14%	+0.01	28 / 49	Q3
3M	+0.07%	+0.97%	-0.90	34 / 49	Q3
6M	-0.40%	+1.27%	-1.67	44 / 49	Q4
YTD	-0.63%	+1.12%	-1.75	43 / 49	Q4
1Y	-2.11%	+2.14%	-4.24	47 / 49	Q4
2Y	-0.21%	+3.26%	-3.47	44 / 48	Q4
3Y	-0.08%	+3.35%	-3.43	39 / 46	Q4
4Y	+0.45%	+3.62%	-3.17	27 / 37	Q3
5Y	+0.04%	+3.31%	-3.27	28 / 35	Q4
7Y	-0.08%	+2.97%	-3.05	27 / 29	Q4
10Y	+0.15%	+2.32%	-2.17	16 / 23	Q3
Inception	+0.10%	+2.91%	-2.81	42 / 49	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	-0.63%	+0.76%	-1.39	35 / 41
2025	+0.25%	+3.43%	-3.18	34 / 44
2024	+0.51%	+3.72%	-3.21	30 / 46
2023	+0.77%	+3.07%	-2.30	27 / 44
2022	+0.02%	+2.80%	-2.78	32 / 40
2021	-0.57%	+1.23%	-1.81	23 / 29
2020	+0.01%	+4.49%	-4.48	27 / 31
2019	+0.96%	-0.31%	+1.27	11 / 29
2018	-0.36%	+1.82%	-2.18	24 / 25
2017	+0.30%	+1.56%	-1.27	11 / 24
2016	+0.65%	+4.09%	-3.43	17 / 23

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

+0.10%

184 windows

min -3.2% · max 2.8%

57% positive

3-Year rolling

+0.07%

159 windows

min -0.8% · max 1.7%

56% positive

5-Year rolling

+0.07%

135 windows

min -0.4% · max 0.7%

66% positive

7-Year rolling

+0.08%

111 windows

min -0.3% · max 0.6%

68% positive

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

1.27%

3-year · annualised

Sharpe ratio

-5.15

vs risk-free 6.5%

Sortino ratio

-7.86

Downside-only deviation

Max drawdown

-3.70%

May 2025 → May 2026

% positive months

55.6%

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 Short Duration Fund

Scheme	Fund house	NAV	As of
Invesco India Short Duration Fund - Regular Plan - Daily IDCW (Reinvestment)	Invesco	₹1,034.9007	17 Jul 2026
Bandhan Short Duration Fund - Regular Plan - Annual IDCW	Bandhan	₹10.8583	17 Jul 2026
Aditya Birla Sun Life Short Term Fund - REGULAR - Quarterly IDCW	Aditya Birla Sun Life	₹10.4222	17 Jul 2026
Mirae Asset Short Duration Fund - Regular Plan - IDCW	Mirae Asset	₹16.5630	17 Jul 2026
Kotak Bond Short Term Plan - Regular Plan - Normal Dividend	Kotak	₹12.2090	17 Jul 2026
HSBC Short Duration Fund - Regular Plan - Monthly IDCW	HSBC	₹11.0829	17 Jul 2026
Baroda BNP Paribas Short Duration Fund - Regular Plan - Quarterly IDCW	Baroda BNP Paribas	₹10.5581	17 Jul 2026
CANARA ROBECO SHORT DURATION FUND - REGULAR PLAN - MONTHLY IDCW (Payout/Reinvestment)	Canara Robeco	₹15.8038	17 Jul 2026
UTI Short Duration Fund - Regular Plan - Annual IDCW	UTI	₹14.8347	17 Jul 2026
Axis Short Duration Fund - Regular Plan - Monthly IDCW	Axis	₹10.0936	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹10.1848
16 Jul 2026	₹10.1832
15 Jul 2026	₹10.1772
14 Jul 2026	₹10.1734
13 Jul 2026	₹10.1894
10 Jul 2026	₹10.1867
9 Jul 2026	₹10.1775
8 Jul 2026	₹10.1740
7 Jul 2026	₹10.1952
6 Jul 2026	₹10.1979

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 Short Duration Fund - Regular Plan - Monthly IDCW Option is ₹10.1848. It's a Short Duration 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 Short Duration Fund - Regular Plan - Monthly IDCW Option has NAV history starting from 02 Jul 2010, a track record of about 16 years. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Baroda BNP Paribas Short Duration Fund - Regular Plan - Monthly IDCW Option is managed by Baroda BNP Paribas. It's classified by AMFI under the 'Short Duration Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Baroda BNP Paribas Short Duration Fund - Regular Plan - Monthly IDCW Option has delivered a absolute return of -2.11% — -4.24 pp behind the Short Duration Fund category average of 2.14%. The fund ranks #47 of 49 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Baroda BNP Paribas Short Duration Fund - Regular Plan - Monthly IDCW Option has delivered a CAGR of -0.08% — -3.43 pp behind the Short Duration Fund category average of 3.35%. The fund ranks #39 of 46 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Baroda BNP Paribas Short Duration Fund - Regular Plan - Monthly IDCW Option has delivered a CAGR of 0.04% — -3.27 pp behind the Short Duration Fund category average of 3.31%. The fund ranks #28 of 35 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Baroda BNP Paribas Short Duration Fund - Regular Plan - Monthly IDCW Option exactly 10 years ago would be worth approximately ₹101,494 today — a multiplier of 1.01×, based on the 10-year CAGR of 0.15%. The category average over the same window would have grown ₹1 lakh to ₹125,744.

A ₹10,000 monthly SIP in Baroda BNP Paribas Short Duration Fund - Regular Plan - Monthly IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹599,823 today. That's an XIRR (money-weighted annualised return) of -0.01%.

A ₹10,000 monthly SIP for 10 years in Baroda BNP Paribas Short Duration Fund - Regular Plan - Monthly IDCW Option = ₹1,200,000 invested. It would currently be worth ₹1,204,259 (multiplier 1.00×). XIRR: 0.07%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Baroda BNP Paribas Short Duration Fund - Regular Plan - Monthly IDCW Option ranks #28 out of 35 funds in the Short Duration Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 3.31%; this fund delivered 0.04%.

The worst peak-to-trough decline Baroda BNP Paribas Short Duration Fund - Regular Plan - Monthly IDCW Option has experienced over the last 5-year window is 3.70% — its NAV fell from a high on 27 May 2025 to a low on 29 May 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 Short Duration Fund - Regular Plan - Monthly IDCW Option averaged 0.07% (best 0.68%, worst -0.36%). 66% of rolling windows ended positive. The 5-year Sharpe ratio is -4.80 — negative risk-adjusted performance.

In calendar year 2025, Baroda BNP Paribas Short Duration Fund - Regular Plan - Monthly IDCW Option returned 0.25% — lagging the Short Duration Fund category average of 3.43% by 3.18 pp. It ranked #34 of 44 in its category that year.

Baroda BNP Paribas Short Duration Fund - Regular Plan - Monthly IDCW Option is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.

We don't give personal investment advice. Baroda BNP Paribas Short Duration Fund - Regular Plan - Monthly IDCW Option is suitable for an investor whose:

time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
primary goal is capital preservation or steady accrual, not high growth
tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 3.7%. 5-year CAGR: 0.04%.

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