MF Gyan
sectorModerate risk1 year old

Baroda BNP Paribas Health and Wellness Fund - Direct Plan - Growth Option

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Baroda BNP Paribas Mutual Fund. It's been running since 1 Jul 2025.

This fund is under 3 years old — its short track record makes comparing to peers or judging consistency less reliable.
Latest price per unit
₹10.897
▼ 0.66% today
As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.11 L
▲ ₹11.0k gain · 11.0% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹60.0k
Value today₹66.3k
Gain / loss+₹6.3k
XIRR (annualised)23.42%
Looking forward · hypothetical
You would invest₹60.0k
Would become*₹68.2k
Projected gain*+₹8.2k
*at this fund's historical rate of 23.42% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 363 other funds in Equity Scheme - Sectoral/ Thematic

Same plan
1-year return
11.00%median 6.47% (+4.53%)
Rank #106 of 364Beats 68% of peers
Bumpiness (3Y)
11.41%median 15.58% (-4.17%)
Rank #8 of 364Less risky than 98% of peers
Worst-ever drop
-11.11%median -25.21% (+14.10%)
Rank #347 of 364Less risky than 4% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 1 of last 2 years were positive.

-5%
2025
+14%
2026
Best year
2026 · 14.25%
Worst year
2025 · -4.62%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
11.4%

The value swings roughly 11% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-11.11%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Baroda BNP Paribas Health and Wellness Fund - Direct Plan - Growth Option against other sector funds.

Technical details (for the pros)
CAGR — 1 year11.00%
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch7.45%
Volatility — 1 year (annualised)11.56%
Volatility — 3 years (annualised)11.41%
Max drawdown — 1 year-8.95%
Max drawdown — 3 years-11.11%
Sharpe ratio — 1 year (rf=6%)0.40
Sharpe ratio — 3 years (rf=6%)0.12

Fund info

Fund house
Baroda BNP Paribas Mutual Fund
Category
Equity Scheme - Sectoral/ Thematic
Plan
Direct
Option
Growth
ISIN (Growth)
INF251K01VA5
ISIN (Div re-invest)
—
Fund code
153604
First price on record
1 Jul 2025 · 292 daily prices

About Baroda BNP Paribas Health and Wellness Fund - Direct Plan - Growth Option

Baroda BNP Paribas Health and Wellness Fund - Direct Plan - Growth Option is a Equity Scheme - Sectoral/ Thematic offered by Baroda BNP Paribas Mutual Fund under the Direct plan with the Growth option. It has approximately 1 year of NAV track record. The fund falls in the sector category — Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.

The current NAV of Baroda BNP Paribas Health and Wellness Fund - Direct Plan - Growth Option is ₹10.8970 (as of 4 Sep 2026). Historically, it has delivered 10.99% over the last year. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 11.4% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 11.1%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Baroda BNP Paribas Health and Wellness Fund - Direct Plan - Growth Option?+

The latest NAV of Baroda BNP Paribas Health and Wellness Fund - Direct Plan - Growth Option is ₹10.8970 as of 4 Sep 2026, down 0.66% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Baroda BNP Paribas Health and Wellness Fund - Direct Plan - Growth Option?+

Baroda BNP Paribas Health and Wellness Fund - Direct Plan - Growth Option has delivered 1-year return 10.99%, since-inception CAGR 7.45%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Baroda BNP Paribas Health and Wellness Fund - Direct Plan - Growth Option belong to?+

Baroda BNP Paribas Health and Wellness Fund - Direct Plan - Growth Option is categorised as Equity Scheme - Sectoral/ Thematic. Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.

How risky is Baroda BNP Paribas Health and Wellness Fund - Direct Plan - Growth Option?+

Based on its 3-year annualised volatility of 11.4%, Baroda BNP Paribas Health and Wellness Fund - Direct Plan - Growth Option sits in the "moderate" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Baroda BNP Paribas Health and Wellness Fund - Direct Plan - Growth Option a direct plan?+

Baroda BNP Paribas Health and Wellness Fund - Direct Plan - Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Baroda BNP Paribas Health and Wellness Fund - Direct Plan - Growth Option?+

Baroda BNP Paribas Health and Wellness Fund - Direct Plan - Growth Option has NAV history available from 1 Jul 2025 — approximately 1 year of track record and 292 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.