Mutual Funds

Baroda BNP Paribas Value Fund - Direct Plan - IDCW option

Baroda BNP Paribas Mutual FundValueVery High Risk
₹13.02+0.02 (+0.18%)

NAV as on 2026-07-17 · Equity · Value

AUM

₹1,023 Cr

1Y Return

-1.1%

3Y CAGR

+10.7%

5Y CAGR

-

Expense

0.99%

Risk

Very High

Baroda BNP Paribas Value Fund
₹13.02+0.18%

1Y Return

-1.1%

3Y CAGR

+10.7%

5Y CAGR

-

Since Inception

+8.8%

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NAV History

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52-Week NAV Range

₹11.83
₹13.59

68% from 52W low

Fund Information

ValueEquitySince 09-06-2023

Fund House

Baroda BNP Paribas Mutual Fund

Category

Equity - Value

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity96.7%
Cash2.8%

Market Cap Split

Large Cap64.8%
Mid Cap20.1%
Small Cap18.6%

Top Holdings

61 stocks
Weight1M Change
1

Reliance Industries Ltd

Energy

6.95%0.0%
2

HDFC Bank Ltd

Financial Services

5.27%0.0%
3

Clearing Corporation Of India Ltd

4.78%0.0%
4

GE Vernova T&D India Ltd

Industrials

4.57%0.0%
5

ICICI Bank Ltd

Financial Services

4.31%0.0%
6

Larsen & Toubro Ltd

Industrials

3.93%0.0%
7

Bharat Heavy Electricals Ltd

Industrials

3.90%0.0%
8

Divi's Laboratories Ltd

Healthcare

3.05%0.0%
9

Infosys Ltd

Technology

2.32%0.0%
10

State Bank of India

Financial Services

2.28%+25.0%

Sector Allocation

Weight1M Change
Financial Services
19.8%+40%
Industrials
15.0%0%
Healthcare
11.1%-78%
Energy
10.2%0%
Technology
9.7%+9%
Consumer Cyclical
9.3%-11%
Utilities
7.8%+45%
Basic Materials
7.5%+1%
Consumer Defensive
2.8%0%

Fundamentals

P/E Ratio

22.33

Cat avg: 21.29

P/B Ratio

3.14

Cat avg: 2.83

Dividend Yield

1.59%

Cat avg: 1.47%

Price/Sale

3.30

Price/Cash Flow

17.06

Risk Metrics (3Y)

Sharpe Ratio

0.36

Cat avg: 0.55

Sortino Ratio

0.55

Cat avg: 0.86

Beta

0.97

Cat avg: 0.98

Std Deviation

15.33%

Cat avg: 15.85%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Baroda BNP Paribas Value Dir IDCW-P1,0230.99-1.1%+10.7%-
ICICI Prudential Value Dir IDCW-P60,1980.79-4.1%+13.9%+16.0%
HSBC Value Dir IDCW-P14,8280.63+1.8%+18.6%+17.3%
Bandhan Value Dir IDCW-P9,9850.61-0.7%+11.7%+13.9%
UTI Value fund Dir IDCW-P9,4401.21-1.1%+14.8%+13.2%
Nippon India Value Dir IDCW-P8,9620.91-0.7%+16.6%+15.3%
Tata Value Trigger A 5% Dir IDCW-P8,3420.70-0.5%+14.3%+15.4%
HDFC Value Dir IDCW-P7,5831.11+5.0%+17.3%+15.7%
Aditya BSL Value Dir IDCW-P6,6030.86+7.7%+17.2%+15.0%
Templeton India Value Dir IDCW-P2,0540.79-2.3%+12.3%+14.8%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹1,023 Cr
Expense Ratio0.99%
Volatility (3Y)15.3%
Sharpe Ratio0.36
Sortino Ratio0.55
Beta0.97
Min SIP₹500
Min Lumpsum₹5,000
Holdings53

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.