Skip to content
SmartFigure

Two funds walk into a table. Only the numbers talk.

Baroda BNP Paribas Value Fund vs Axis Value Fund

Pick two or three funds. We’ll tell you in plain words which grew faster, which was calmer, which costs less and what your money would have become. Figures are for the Direct plan, Growth option, where a fund has one.

  • Baroda BNP Paribas Value Fund
  • Axis Value Fund

The short version

Who comes out ahead on each measure, over the 3 years all of them have been around.

  • Grew faster

    BAxis Value Fund

    Axis Value Fund returned 18.9% a year over 3 years, against 10% for Baroda BNP Paribas Value Fund. ₹1 lakh invested 3 years ago would be about ₹1.68 Lakh today, against ₹1.33 Lakh.

  • Smoother ride

    BAxis Value Fund

    Axis Value Fund swung the least: about 14.2% a year either way, against 14.8% for Baroda BNP Paribas Value Fund. Lower means fewer scary days.

  • More consistent

    BAxis Value Fund

    Pick any day in the past and hold for a year: Axis Value Fund ended up in profit 95% of the time, against 61% for Baroda BNP Paribas Value Fund.

  • Costs less

    BAxis Value Fund

    Axis Value Fund charges 0.94% a year, against 1.19% for Baroda BNP Paribas Value Fund. On ₹1 lakh that's ₹940 a year against ₹1,190, taken quietly from the NAV.

What your money would have become

The same amount, put into each fund on the same day.

₹10k₹16.3kNov 2023Nov 2026

The dashed line is the ₹10,000 you put in. Above it is profit, below it is loss.

  • ABaroda BNP Paribas Value Fund₹13,078 from ₹10,000(9.4% a year)
  • BAxis Value Fund₹16,560 from ₹10,000(18.4% a year)

A one-time ₹10,000 put in 3 years ago, valued at the latest NAV. This is what happened, not what will.

Strengths and watch-outs

Each fund judged against its own category, and against a 5-year SBI FD at 6.05%.

ABaroda BNP Paribas Value Fund

  • Strength: Beat a 5-year SBI FD: 10% a year over 3 years, against 6.05%
  • Watch out: Behind its category: 10% a year over 3 years, against a category average of 13.5%
  • Watch out: In the bottom quarter of its category over 3 years (#18 of 20)

BAxis Value Fund

  • Strength: Ahead of its category: 15.8% a year over 5 years, against a category average of 12.1%
  • Strength: In the top quarter of its category over 5 years (#1 of 16)
  • Strength: Beat a 5-year SBI FD: 15.8% a year over 5 years, against 6.05%

All the numbers

The stronger figure in each row is marked Best. Under each return is the fund’s rank in its category and the category average.

Baroda BNP Paribas Value Fund compared with Axis Value Fund
MeasureABaroda BNP Paribas Value FundBAxis Value Fund
ReturnsHow much the fund grew. Beyond a year, this is per year (annualised).
1 yearLast 12 months, the most noisy figure-0.2%#13 of 21 · avg 2%8.4%Best#3 of 21 · avg 2%
3 yearsPer year, over a full market mood swing10%#18 of 20 · avg 13.5%18.9%Best#1 of 20 · avg 13.5%
5 yearsPer year, the fairest single test–15.8%#1 of 16 · avg 12.1%
RiskHow bumpy the ride was. This is what decides whether you stay invested.
Ups and downsVolatility: how far it swings in a typical year. Lower is calmer14.8%category avg 14.6%14.2%Bestcategory avg 14.6%
Worst fallThe biggest drop from a peak in 10 years. Lower is better−19.8%Bestcategory avg −30.1%−20.2%category avg −30.1%
Best 12 monthsIts strongest year48.8%57.3%Best
Worst 12 monthsIts weakest year-11.5%-6.1%Best
Odds of a gainShare of all 1-year holding periods that ended in profit61%95%Best
Cost and sizeThe fee comes out of your returns every year, whether the fund does well or not.
Expense ratioYearly fee. Lower keeps more for you1.19%0.94%Best
Fund sizeMoney managed (AUM). Neither better nor worse₹920 Cr₹1,836 Cr
Minimum SIPSmallest monthly amount₹250₹100Best
Lock-inTime before you can withdrawNoneNone

“Best” is not a recommendation: a fund that returned more usually took more risk to do it.

Which one fits you?

There is no best fund, only a better fit for what you need the money to do.

ABaroda BNP Paribas Value Fund

Might suit you if…

  • you prefer its fund house or approach. On these numbers it is not the stand-out on any one measure

BAxis Value Fund

Might suit you if…

  • you want the stronger long-run growth and can sit through sharper falls
  • a smoother ride matters more to you than the top return
  • you may need the money at short notice and want better odds of being in profit
  • you care about keeping costs low, which adds up over decades