Rolling Returns Calculator

Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas Equity Savings Fund — rolling returns

Equity Savings · NAV data as of

1,779 daily NAV records since 30 July 2019

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 — 551 separate five-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 30 July 2019 to 16 October 2026

Average rolling return

9.65%

Windows computed

551

Median return

9.59%

Standard deviation

0.86%

Best 5-year window

11.70%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

7.76%a year

Invested 14 Oct 2021 · exited 14 Oct 2026

Consistency — share of 5-year windows

Above 0%
100.0% (551 of 551)
Above 8%
97.8% (539 of 551)
Above 12%
0.0% (0 of 551)
Above 15%
0.0% (0 of 551)

Each point is one 5-year holding period, plotted against the date it began. Showing 111 of 551 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 Equity Savings Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average9.72%9.82%9.65%9.21%—
Median9.25%9.78%9.59%9.32%—
Minimum0.18%7.42%7.76%8.78%—
Maximum22.75%13.32%11.70%9.56%—
Std deviation4.64%1.25%0.86%0.27%—
Consistency
Above 0%100.00%100.00%100.00%100.00%—
Above 8%59.96%93.49%97.82%100.00%—
Above 12%29.56%4.88%0.00%0.00%—
Above 15%17.64%0.00%0.00%0.00%—
Coverage
Windows computed1,5361,04555155—

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 1.18% a year more than Regular.

5-year rolling returns for Baroda BNP Paribas Equity Savings Fund, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average9.65%8.47%
Best window11.70%from 23 Mar 202010.51%from 23 Mar 2020
Worst window7.76%from 14 Oct 20216.59%from 14 Oct 2021
Windows computed551551

Common questions about Baroda BNP Paribas Equity Savings Fund

What is the 5-year rolling return of Baroda BNP Paribas Equity Savings Fund?
Across 551 overlapping 5-year holding periods between 30 July 2019 and 16 October 2026, the Direct plan of Baroda BNP Paribas Equity Savings Fund returned an average of 9.65% a year, with a median of 9.59%. The best 5-year stretch returned 11.70% a year and the worst returned 7.76%.
Has Baroda BNP Paribas Equity Savings Fund ever lost money over 5 years?
No. Every one of the 551 5-year holding periods in this fund's history ended in profit. The weakest returned 7.76% a year, for someone who invested on 14 October 2021. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Baroda BNP Paribas Equity Savings 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, 5-year rolling returns averaged 9.65% a year on the Direct plan against 8.47% on the Regular plan, a difference of 1.18% a year.
What is the 1-year rolling return of Baroda BNP Paribas Equity Savings Fund?
Across 1,536 overlapping 1-year holding periods between 30 July 2019 and 16 October 2026, the Direct plan of Baroda BNP Paribas Equity Savings Fund returned an average of 9.72% a year, with a median of 9.25%. The best 1-year stretch returned 22.75% a year and the worst returned 0.18%.
What is the 3-year rolling return of Baroda BNP Paribas Equity Savings Fund?
Across 1,045 overlapping 3-year holding periods between 30 July 2019 and 16 October 2026, the Direct plan of Baroda BNP Paribas Equity Savings Fund returned an average of 9.82% a year, with a median of 9.78%. The best 3-year stretch returned 13.32% a year and the worst returned 7.42%.
What is the 7-year rolling return of Baroda BNP Paribas Equity Savings Fund?
Baroda BNP Paribas Equity Savings Fund has 55 windows at the 7-year holding period, because its NAV record begins on 30 July 2019. 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.