Baroda BNP Paribas Equity Savings Fund vs Edelweiss Equity Savings Fund
Direct Plan, Growth option · Data as on 30-10-2026
Baroda BNP Paribas Equity Savings Fund and Edelweiss Equity Savings Fund are both Equity Savings funds. In the 3 years to 30-10-2026, Baroda BNP Paribas Equity Savings Fund (Direct) returned 9.1% a year and Edelweiss Equity Savings Fund (Direct) returned 10.9% a year. Baroda BNP Paribas Equity Savings Fund charges 1.71% a year and Edelweiss Equity Savings Fund 1.08% (Direct plans). Their portfolios overlap 26.7%: they hold 35 of the same securities.
Baroda BNP Paribas Equity Savings Fund
Equity Savings
- 3 year return
- 9.1%
- Expense ratio
- 1.71%
- NAV
- ₹18.48
Edelweiss Equity Savings Fund
Equity Savings
- 3 year return
- 10.9%
- Expense ratio
- 1.08%
- NAV
- ₹30.25
Which is better, Baroda BNP Paribas Equity Savings or Edelweiss Equity Savings? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Edelweiss Equity Savings returned more over 5 years: 9.3% a year against 8.0%.
- Edelweiss Equity Savings returned more over 3 years: 10.9% a year against 9.1%.
- Edelweiss Equity Savings costs less: 1.08% a year against 1.71% (Direct plans).
- Edelweiss Equity Savings swung less over 3 years: a standard deviation of 3.9% a year against 5.5%.
- Baroda BNP Paribas Equity Savings fell less in its worst fall since 30-07-2019: −8.4% against −9.5%.
- Edelweiss Equity Savings is the larger fund: ₹1,704 Cr against ₹267 Cr.
- Their portfolios overlap 26.7%: 35 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Baroda BNP Paribas Equity Savings Fund | Edelweiss Equity Savings Fund |
|---|---|---|
| Fund house | Baroda BNP Paribas Mutual Fund | Edelweiss Mutual Fund |
| Category | Equity Savings | Equity Savings |
| AUM | ₹267 Cr (30-09-2026) | ₹1,704 Cr (30-09-2026) |
| NAV | ₹18.48 (Direct) | ₹30.25 (Direct) |
| Expense ratio (Direct) | 1.71% | 1.08% |
| Expense ratio (Regular) | 2.84% | 2.08% |
| Riskometer | Not available | Moderate |
| Benchmark | Not available | Nifty Equity Savings Index |
| Launch date | Not available | 13-10-2014 |
| Minimum investment | Not available | ₹100 |
| Lock in | Not available | None |
| Fund managers | Not available | Bharat Lahoti, Bhavesh Jain, Rahul Dedhia, Kedar Karnik |
| Exit load | Not available | Exit load of 0.25%, if redeemed within 30 days. |
Baroda BNP Paribas Equity Savings vs Edelweiss Equity Savings: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Baroda BNP Paribas Equity Savings Fund (Direct) | −0.06% | −0.84% | +1.03% | +1.65% | +9.14% | +8.02% | -- |
| Edelweiss Equity Savings Fund (Direct) | −0.68% | +0.27% | +3.54% | +5.36% | +10.93% | +9.34% | -- |
| Equity Savings average | −0.02% | −0.68% | +1.71% | +2.12% | +8.55% | +7.55% | -- |
Category average: the average of the 23 Equity Savings funds, same plan type.
Baroda BNP Paribas Equity Savings vs Edelweiss Equity Savings: Year-wise Returns
| Year | Baroda BNP ParibasBaroda BNP Paribas Equity Savings | EdelweissEdelweiss Equity Savings |
|---|---|---|
| 2026to date | +0.78% | +4.53% |
| 2025 | +7.92% | +9.03% |
| 2024 | +12.12% | +14.47% |
| 2023 | +14.67% | +14.29% |
| 2022 | +4.24% | +4.65% |
| 2021 | +7.73% | +13.07% |
Baroda BNP Paribas Equity Savings vs Edelweiss Equity Savings: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 1,044 of them, one for each trading day from 01-08-2022 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Baroda BNP Paribas Equity Savings Fund (Direct)
Edelweiss Equity Savings Fund (Direct)
to
Dec 2022Aug 2020
to
Aug 2023May 2021
to
May 2024Feb 2022
to
Feb 2025Oct 2022
to
Oct 2025Jun 2023
to
Jun 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Baroda BNP Paribas Equity Savings | 0.0 | 0.0 | 56.5 | 43.5 | 0.0 | 0.0 | 0.0 | 9.8% | 9.8% | 7.4% | 13.3% |
| Edelweiss Equity Savings | 0.0 | 0.0 | 1.3 | 98.7 | 0.0 | 0.0 | 0.0 | 11.4% | 11.3% | 9.7% | 13.7% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 30-07-2019. Past returns do not promise future returns.
Baroda BNP Paribas Equity Savings vs Edelweiss Equity Savings: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 30-07-2019 to 30-10-2026: 88 instalments, ₹8,80,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Baroda BNP Paribas Equity SavingsBaroda BNP Paribas Equity Savings Fund (Direct) | ₹8,80,000 | ₹11,98,369 | ₹3,18,369 | 8.3% |
| Edelweiss Equity SavingsEdelweiss Equity Savings Fund (Direct) | ₹8,80,000 | ₹12,96,092 | ₹4,16,092 | 10.4% |
Baroda BNP Paribas Equity SavingsBaroda BNP Paribas Equity Savings Fund (Direct)
Edelweiss Equity SavingsEdelweiss Equity Savings Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Baroda BNP Paribas Equity Savings vs Edelweiss Equity Savings: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Baroda BNP Paribas Equity Savings Fund (Direct) | Edelweiss Equity Savings Fund (Direct) |
|---|---|---|
| Return (CAGR) | +1.65% | +5.36% |
| Standard deviation | 5.77% | 4.38% |
| Sharpe ratio | -0.62 | 0.03 |
| Sortino ratio | -0.84 | 0.04 |
| Maximum drawdown | −5.1% (30-03-2026) | −3.5% (23-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Baroda BNP Paribas Equity Savings Fund (Direct) | Edelweiss Equity Savings Fund (Direct) |
|---|---|---|
| Return (CAGR) | +9.14% | +10.93% |
| Standard deviation | 5.50% | 3.94% |
| Sharpe ratio | 0.57 | 1.25 |
| Sortino ratio | 0.77 | 1.74 |
| Maximum drawdown | −5.3% (03-03-2025) | −3.5% (23-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Baroda BNP Paribas Equity Savings Fund (Direct) | Edelweiss Equity Savings Fund (Direct) |
|---|---|---|
| Return (CAGR) | +8.02% | +9.34% |
| Standard deviation | 5.33% | 4.24% |
| Sharpe ratio | 0.42 | 0.84 |
| Sortino ratio | 0.57 | 1.16 |
| Maximum drawdown | −6.1% (17-06-2022) | −4.9% (20-06-2022) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Baroda BNP Paribas Equity Savings Fund (Direct) | Edelweiss Equity Savings Fund (Direct) |
|---|---|---|
| Return (CAGR) | +8.81% | +10.34% |
| Standard deviation | 5.37% | 4.72% |
| Sharpe ratio | 0.68 | 1.05 |
| Sortino ratio | 0.95 | 1.46 |
| Maximum drawdown | −8.4% (23-03-2020) | −9.5% (23-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-07-2019 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Baroda BNP Paribas Equity Savings Fund (Direct)
Edelweiss Equity Savings Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Baroda BNP Paribas Equity Savings Fund (Direct) | −8.4% | 19-02-2020 | 23-03-2020 | 02-06-2020 | 2 months | −2.5% |
| Edelweiss Equity Savings Fund (Direct) | −9.5% | 13-02-2020 | 23-03-2020 | 23-06-2020 | 3 months | −1.5% |
From daily values since 30-07-2019, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Baroda BNP Paribas Equity Savings Fund (Direct)
Edelweiss Equity Savings Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Baroda BNP Paribas Equity Savings Fund (Direct)
Edelweiss Equity Savings Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Baroda BNP Paribas Equity Savings Fund (Direct)
Edelweiss Equity Savings Fund (Direct)
Baroda BNP Paribas Equity Savings vs Edelweiss Equity Savings: Portfolio Overlap
From each fund's latest monthly portfolio: Baroda BNP Paribas Equity Savings Fund, September 2026; Edelweiss Equity Savings Fund, September 2026
Holdings in common
- Overlap
- 26.7%
- Held by both
- 35
- Only in Baroda BNP Paribas Equity Savings
- 37
- Only in Edelweiss Equity Savings
- 120
| Security | % of Baroda BNP Paribas Equity Savings | % of Edelweiss Equity Savings |
|---|---|---|
| ICICI Bank Limited | 4.26% | 4.58% |
| Bharti Airtel Limited | 3.49% | 3.10% |
| Reliance Industries Limited | 3.08% | 2.93% |
| HDFC Bank Limited | 2.33% | 4.92% |
| 7.18% Government of India (14/08/2033) | 3.38% | 1.47% |
| Axis Bank Limited | 2.06% | 1.44% |
| IndiGrid Infrastructure Trust | 1.20% | 1.07% |
| Adani Ports and Special Economic Zone Limited | 2.04% | 1.05% |
| Hindalco Industries Limited | 0.86% | 1.49% |
| Kotak Mahindra Bank Limited | 1.97% | 0.84% |
| 7.35% Bharti Telecom Limited (15/10/2027) | 0.74% | 1.45% |
| Ambuja Cements Limited | 1.23% | 0.62% |
| State Bank of India | 3.66% | 0.59% |
| Mahindra & Mahindra Limited | 1.49% | 0.58% |
| Bajaj Finance Limited | 1.64% | 0.56% |
| Titan Company Limited | 1.23% | 0.48% |
| IndusInd Bank Limited | 0.90% | 0.43% |
| Sun Pharmaceutical Industries Limited | 2.34% | 0.36% |
| NTPC Limited | 1.30% | 0.35% |
| Larsen & Toubro Limited | 2.53% | 0.33% |
| One 97 Communications Limited | 1.86% | 0.31% |
| Tech Mahindra Limited | 0.46% | 0.24% |
| Bharat Heavy Electricals Limited | 1.31% | 0.22% |
| Shriram Finance Limited | 0.36% | 0.22% |
| Infosys Limited | 0.86% | 0.21% |
| Bharat Electronics Limited | 0.76% | 0.21% |
| Britannia Industries Limited | 0.36% | 0.21% |
| TVS Motor Company Limited | 0.83% | 0.14% |
| Life Insurance Corporation Of India | 0.53% | 0.14% |
| Pidilite Industries Limited | 0.74% | 0.12% |
| Hindustan Petroleum Corporation Limited | 0.77% | 0.10% |
| Punjab National Bank | 0.85% | 0.09% |
| Persistent Systems Limited | 0.53% | 0.09% |
| Mankind Pharma Limited | 0.84% | 0.03% |
| Adani Enterprises Limited | 0.67% | 0.03% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 26.7% means 26.7% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Baroda BNP Paribas Equity Savings Fund
| Security | % of fund |
|---|---|
| 7.32% Government of India (13/11/2030) | 3.80% |
| 8.7% Shriram Finance Limited (09/04/2028) | 2.63% |
| 6.92% Power Finance Corporation Limited (16/02/2028) | 2.59% |
| Tata Steel Limited | 2.12% |
| 7.90% Jamnagar Utilities & Power Private Limited (10/08/2028) | 1.87% |
Largest holdings only in Edelweiss Equity Savings Fund
| Security | % of fund |
|---|---|
| EDELWEISS ULTRA SHORT TERM FUND | 4.41% |
| Steel Authority of India Ltd. | 4.26% |
| EDELWEISS LOW DURATION FUND | 3.69% |
| 7.65% HDB FIN SERV NCD 10-09-27 | 2.92% |
| Adani Green Energy Ltd. | 2.70% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Baroda BNP Paribas Equity Savings | Edelweiss Equity Savings |
|---|---|---|
| Equity | 65.8% | 64.9% |
| Debt | 28.6% | 8.5% |
| Cash and others | 5.6% | 26.6% |
Market cap of stocks
| Market cap | Baroda BNP Paribas Equity Savings | Edelweiss Equity Savings |
|---|---|---|
| Large Cap | 50.8% | 41.7% |
| Mid Cap | 10.2% | 14.3% |
| Small Cap | 4.7% | 6.7% |
| Not on AMFI's list | 0.0% | 2.3% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Baroda BNP Paribas Equity Savings | Edelweiss Equity Savings |
|---|---|---|
| Banks | 16.0% | 15.0% |
| Telecom - Services | 3.5% | 5.9% |
| Finance | 4.7% | 2.3% |
| Ferrous Metals | 2.1% | 4.7% |
| Capital Markets | 0.8% | 4.3% |
| Pharmaceuticals & Biotechnology | 4.2% | 2.5% |
| Power | 4.0% | 3.5% |
| Petroleum Products | 3.9% | 3.3% |
The six largest sectors of each fund's stocks, % of the fund.
Baroda BNP Paribas Equity Savings vs Edelweiss Equity Savings: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Baroda BNP Paribas Equity Savings Fund | Edelweiss Equity Savings Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.71% | 1.08% |
| Base expense ratio (Direct) | 1.14% | 0.51% |
| Total expense ratio (Regular) | 2.84% | 2.08% |
| Base expense ratio (Regular) | 2.10% | 1.36% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Baroda BNP Paribas Equity Savings with
Baroda BNP Paribas Equity Savings Fund vs Edelweiss Equity Savings Fund: Frequently Asked Questions
What is the difference between Baroda BNP Paribas Equity Savings Fund and Edelweiss Equity Savings Fund?
Both are Equity Savings funds, run by Baroda BNP Paribas Mutual Fund and Edelweiss Mutual Fund. Their portfolios overlap 26.7%. Baroda BNP Paribas Equity Savings Fund charges 1.71% a year and Edelweiss Equity Savings Fund 1.08%.
Which has given higher returns, Baroda BNP Paribas Equity Savings Fund or Edelweiss Equity Savings Fund?
Over 1 year: Baroda BNP Paribas Equity Savings Fund +1.65%, Edelweiss Equity Savings Fund +5.36%. Over 3 years: Baroda BNP Paribas Equity Savings Fund +9.14% a year, Edelweiss Equity Savings Fund +10.93% a year. Over 5 years: Baroda BNP Paribas Equity Savings Fund +8.02% a year, Edelweiss Equity Savings Fund +9.34% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Baroda BNP Paribas Equity Savings Fund or Edelweiss Equity Savings Fund?
Edelweiss Equity Savings Fund charges less: 1.08% a year against 1.71%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Baroda BNP Paribas Equity Savings Fund and Edelweiss Equity Savings Fund overlap?
26.7%. They hold 35 of the same securities, the largest shared ones being ICICIBANK, BHARTIARTL, RELIANCE. From each fund's latest monthly portfolio.
Which is better for SIP, Baroda BNP Paribas Equity Savings Fund or Edelweiss Equity Savings Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,44,293 in Baroda BNP Paribas Equity Savings Fund (XIRR 7.8% a year) and ₹7,83,893 in Edelweiss Equity Savings Fund (XIRR 9.8% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Baroda BNP Paribas Equity Savings Fund and Edelweiss Equity Savings Fund?
Yes. 26.7% of each fund's money sits in the same holdings, so some of the two investments would move together.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.