Baroda BNP Paribas Mutual Fund Equity ELSS
Expense Ratio
1.01%
AUM
₹2.50 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
-39.44%
Poor
6 Months
+4.93%
Below Average
1 Year
-1.53%
Poor
3 Years
+9.27%
Below Average

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 15 quarters

AUM Metrics

Key indicators

Current AUM
₹2.50 Cr
Recent Trend
Growing
Stability Score
5.6
Growth Assessment
Declining

Growth Performance

Historical returns

1Y
Annual Growth
-9.77%
3Y
3Y CAGR
+9.97%
5Y
5Y CAGR
N/A

Growth Assessment: Declining

• Temporary outflows - monitor performance

• Moderate flow stability

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: High - Higher risk with significant price movements
Volatility
15.80%
Annualized standard deviation
Sharpe Ratio
0.036
Poor - Risk-adjusted return
Max Drawdown
-23.30%
High - Worst decline
Consistency
64.5%
Performance consistency

Volatility Breakdown

Daily Volatility
1.00%
Average daily price movement
Annualized Volatility
15.80%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance