📊 Small Cap Fund · CRN India

Baroda BNP Paribas Small Cap Fund

Direct Growth · SEBI Small Cap Fund

Current NAV
Day Change
vs prev day
1 Year Return
3 Year CAGR
per annum
AAUM
Max Drawdown
ever from peak
Fund Overview

About This Fund

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Key Things to Know
Indian-European Joint Venture — Global Standards
The AMC is a joint venture between Bank of Baroda and BNP Paribas Asset Management Paris. BNP Paribas brings its global institutional equity framework, ESG considerations and international risk management standards to the fund's processes. This cross-cultural investment approach can surface insights that purely domestic fund houses might miss in rapidly evolving sectors.
Bank of Baroda Distribution Network
Bank of Baroda's extensive branch network across India, particularly in rural and semi-urban areas, gives the fund a broad distribution base. This network provides access to long-term, SIP-oriented retail investors who tend to stay invested through market corrections — an important stability factor for a volatile asset class like small cap equities.
Research-Intensive Stock Selection
The fund focuses on companies with sustainable competitive advantages — businesses that have a clear reason to maintain or grow their market share over time. Management quality, capital allocation track record and industry structure analysis are central to the stock selection process.
Mid-Sized Fund — Good Deployment Flexibility
Baroda BNP Paribas Small Cap Fund maintains a manageable AUM size that allows it to invest across a wider range of small cap stocks without significant market impact costs. This flexibility is a meaningful advantage in the small cap space where liquidity constraints can force very large funds to concentrate in only the most traded names.
Fund House
SEBI Category
Small Cap Fund
Benchmark
Launch Date
Risk Rating
Very High
Min. Horizon
7+ Years
What is AAUM? AAUM (Average Assets Under Management) is the average fund corpus over a full quarter, as officially reported to AMFI. It is a more reliable indicator of fund size than point-in-time AUM, which can be inflated by large inflows on the last day of a month. All AUM figures on this page are from official AMFI quarterly disclosures.
Performance

Trailing Returns

All returns are computed from the fund's official NAV history. Periods where the fund does not have sufficient history are shown as — and are never estimated or extrapolated. 1M and 3M are absolute returns. 1Y and above are CAGR.

1 Month
3 Month
6 Month
1 Year
3 Year CAGR
Per annum
5 Year CAGR
Per annum
What is CAGR? Compounded Annual Growth Rate. A 3Y CAGR of 20% means your money grew at 20% per year compounded over three years. Always compare funds on 3Y and 5Y CAGR rather than short-term returns to judge true long-term performance.
Compare with another fund: Use the Small Cap Fund Comparison Tool to put any two funds side by side — returns, drawdown and SIP calculator.
NAV History
Risk Analysis

Maximum Drawdown

Drawdown measures the biggest fall from a peak NAV. Small cap funds regularly fall 40–60% in severe bear markets. Understanding this before you invest is what helps you stay the course during crashes rather than panic-selling at the worst possible moment.

Max Drawdown Ever
Current from Peak
Worst 12 Months
What is the 200 DMA? The 200-Day Moving Average is the average NAV over the last 200 trading days. When the current NAV is above this line the fund is in an uptrend. When below, it signals a downtrend. It is a trend indicator, not a buy/sell recommendation.
NAV vs 200-Day Moving Average
Stress Test

Behaviour During Market Crises

How did this fund hold up during India's four major market stress events? How much did it fall, and how long to recover? Pre-inception means the fund did not exist at the time of the event.

2024–25 Tariff Crash
COVID-19 Crash 2020
Rate Hike Selloff 2022
IL&FS Crisis 2018
Risk Metrics

Risk-Adjusted Performance

These ratios measure how much return the fund delivered per unit of risk. Two funds with identical 3-year returns can have very different volatility profiles. A fund delivering the same return with lower volatility is the better risk-adjusted performer.

Sharpe Ratio (3Y)
Return per unit of total volatility. Above 1.0 is good. Above 1.5 is strong.
Sortino Ratio (3Y)
Like Sharpe but only penalises downside volatility. Rewards one-sided upward movement.
Std Deviation (3Y)
Monthly return volatility. Higher means more unpredictable outcomes for investors.
Investor Fit

Who Should — and Should Not — Invest

Small cap funds are not for everyone. High long-term return potential comes with very high short-term volatility and the real possibility of 40–60% falls in severe corrections.

✓ Suitable For
Investors with a 7+ year horizon who can stay invested through full market cycles
SIP investors committed to continuing during downturns — that is when real wealth is built
Those using this as a satellite allocation alongside a large cap or flexi cap core
Investors who genuinely accept 40–60% temporary falls as normal
✗ Not Suitable For
Anyone who needs money within 5 years — small caps can stay depressed for years post-crash
Investors who panic sell during corrections — the worst time to exit feels most urgent
Those making this their only equity fund — concentration in small caps without a large cap base is risky
First-time investors — build a large cap or flexi cap foundation first
🔍 Portfolio Tool

Want to see what this fund is actually holding?

  • Full current portfolio — every stock with its weight
  • New entries and exits vs the previous month
  • Consensus picks — stocks held by many small cap funds
  • Where this fund takes unique bets vs its peers
  • Updated monthly from official AMC disclosures
Open the Overlap Analyser →
Feedback

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Data: Returns and risk metrics sourced from RightAdvise.com, computed from official AMFI NAV history.  |  Disclaimer: Past performance does not guarantee future returns. CRN India is not SEBI registered. For educational purposes only. Mutual fund investments are subject to market risks.