Rolling Returns Calculator

Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas Business Cycle Fund — rolling returns

Opportunities & Special Situations · NAV data as of

1,251 daily NAV records since 21 September 2021

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 517 separate three-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan
Holding period
Compare against

Direct plan · showing data from 21 September 2021 to 16 October 2026

Only 23 5-year windows fit this range. That is too few to read as a distribution - treat these figures as illustrative.

Average rolling return

10.67%

Windows computed

23

Median return

10.65%

Standard deviation

0.41%

Best 5-year window

11.31%a year

Invested 23 Sept 2021 · exited 23 Sept 2026

Worst 5-year window

9.90%a year

Invested 18 Oct 2021 · exited 16 Oct 2026

Consistency — share of 5-year windows

Above 0%
100.0% (23 of 23)
Above 8%
100.0% (23 of 23)
Above 12%
0.0% (0 of 23)
Above 15%
0.0% (0 of 23)

Each point is one 5-year holding period, plotted against the date it began. Showing 6 of 23 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Baroda BNP Paribas Business Cycle Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average15.40%17.28%10.67%——
Median7.52%17.19%10.65%——
Minimum-9.50%11.65%9.90%——
Maximum51.64%24.26%11.31%——
Std deviation17.27%2.56%0.41%——
Consistency
Above 0%85.12%100.00%100.00%——
Above 8%49.31%100.00%100.00%——
Above 12%43.55%98.45%0.00%——
Above 15%39.98%81.43%0.00%——
Coverage
Windows computed1,00851723——

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.59% a year more than Regular.

5-year rolling returns for Baroda BNP Paribas Business Cycle Fund, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average10.67%9.07%
Best window11.31%from 23 Sept 20219.71%from 23 Sept 2021
Worst window9.90%from 18 Oct 20218.32%from 18 Oct 2021
Windows computed2323

Common questions about Baroda BNP Paribas Business Cycle Fund

What is the 3-year rolling return of Baroda BNP Paribas Business Cycle Fund?
Across 517 overlapping 3-year holding periods between 21 September 2021 and 16 October 2026, the Direct plan of Baroda BNP Paribas Business Cycle Fund returned an average of 17.28% a year, with a median of 17.19%. The best 3-year stretch returned 24.26% a year and the worst returned 11.65%.
Has Baroda BNP Paribas Business Cycle Fund ever lost money over 3 years?
No. Every one of the 517 3-year holding periods in this fund's history ended in profit. The weakest returned 11.65% a year, for someone who invested on 12 October 2023. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Baroda BNP Paribas Business Cycle Fund?
Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 3-year rolling returns averaged 17.28% a year on the Direct plan against 15.67% on the Regular plan, a difference of 1.61% a year.
What is the 1-year rolling return of Baroda BNP Paribas Business Cycle Fund?
Across 1,008 overlapping 1-year holding periods between 21 September 2021 and 16 October 2026, the Direct plan of Baroda BNP Paribas Business Cycle Fund returned an average of 15.40% a year, with a median of 7.52%. The best 1-year stretch returned 51.64% a year and the worst returned -9.50%.
What is the 5-year rolling return of Baroda BNP Paribas Business Cycle Fund?
Baroda BNP Paribas Business Cycle Fund has 23 windows at the 5-year holding period, because its NAV record begins on 21 September 2021. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Compare with other funds

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.