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Baroda BNP Paribas Flexi Cap Fund

Baroda BNP Paribas Mutual Fund · 150387 · Quant Rank #421

Structural GatesFully Researched (Deep)Prospera Research Confidence: HIGH
ANALYST_REVIEWED

Research Confidence reflects source quality and evidence depth — it is independent of the score below. A fund can score highly with low confidence, or moderately with high confidence.

Real Evidence
CategoryFC
AUM₹1,269.1 Cr
BenchmarkNifty 500 TRI
RiskometerVery High
TERInsufficient data
InceptionInsufficient data
Track RecordInsufficient data
Fund ManagerKirtan Mehta and Jitendra Sriram
AUM Floor₹500 Cr
Min Track3 yrs
Max Alloc25%
Returns vs Benchmark
WindowFundBenchmark
1 Year5.37%2.63%
3 Year14.88%12.83%
Since Launch14.34%12.40%
Calculated Parameters
FMT4/10
AMQ3/10
AUTInsufficient data — no real 3-months-ago AUM evidence (AMFI's live feed only carries current + ~1-month-ago; needs a genuine dated snapshot from an earlier sync)
ERSInsufficient data — no TER evidence collected for this scheme
Structural Gates
Gate 1 — EligibilityUNKNOWN

AUM floor: PASS · Track record: UNKNOWN · SEBI: UNKNOWN

Gate 2Quant ScreenFAIL
Gate 3Top 10FAIL
Gate 4Top 5FAIL
Gate 5Top 2 ICFAIL
Candidate's 42 would rank #6 among 5 real existing category scores (top 2 = recommendable).
Analyst Name
MOMMomentum
7% weight
Deep ResearchConfidence: HIGH

3–6M price+flow vs benchmark · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:52:41 AM

CONConsistency
10% weight
Deep ResearchConfidence: HIGH

3Y/5Y quartile rank stability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:52:41 AM

PQTPortfolio Quality
11% weight
Deep ResearchConfidence: MEDIUM

PE, concentration, churn · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:52:41 AM

FMQFund Mgr Quality
12% weight
Deep ResearchConfidence: MEDIUM

Philosophy, communication, style drift · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:52:41 AM

VALValuation Risk
10% weight
Deep Research

Portfolio PE/PB vs category avg · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:52:41 AM

STWSector Tailwinds
9% weight
Deep ResearchConfidence: MEDIUM

Policy/macro drivers 12-18M · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:52:41 AM

DSPDownside Protection
8% weight
Deep Research

Max DD, Sortino, bear markets · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:52:41 AM

OPPOutperformance Prob.
8% weight
Deep ResearchConfidence: MEDIUM

Analyst 12M alpha probability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:52:41 AM

THSThesis Strength
2% weight
Deep ResearchConfidence: MEDIUM

Analyst 12-24M thesis conviction · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:52:41 AM

V6 Final Score
42.0
/ 100 — Final Score
AVOID
MOM
4.9
CON
6.0
PQT
7.7
FMQ
7.2
VAL
0.0
STW
5.4
DSP
0.0
OPP
4.8
FMT
3.2
AMQ
1.8
AUT
ERS
THS
1.0
Data-limited: AUT, ERS (insufficient data — never defaulted to 0)
Source Evidence (16)
BenchmarkNifty 500 TRI
Riskometer (Scheme)Very High
NAV - Direct Plan17.1286
NAV Date21-Aug-2026
Daily AUM (Cr.)1269.05
1 Year Return - Direct Plan (%)5.3737
1 Year Return - Benchmark (%)2.6284
3 Year Return - Direct Plan (%)14.8833
3 Year Return - Benchmark (%)12.8253
Since Launch Return - Direct Plan (%)14.3382
Since Launch Return - Benchmark (%)12.4045
Fund ManagerKirtan Mehta and Jitendra Sriram
Fund Manager - Managing SinceAugust 17, 2022
Value Research Rating3 out of 5 stars
Top 5 HoldingsThe Federal Bank 4.09%, Larsen & Toubro 3.37%, Reliance Industries 3.26%, IndusInd Bank 3.25%, One97 Communications 3.14% (top-5 total 17.11%)
Audit Log
MOM 77 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:52:41 AM
[FINAL CHALLENGER VALIDATION] Real AMFI returns vs benchmark: 1Y +2.75pp, 3Y +2.06pp — real, moderate consistent outperformance.
CON 76 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:52:41 AM
[FINAL CHALLENGER VALIDATION] Real Value Research rating is 3 out of 5 stars, confirmed directly on the fund's own VR page. Approved substitution: 3★ = 6.
PQT 67 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:52:41 AM
[FINAL CHALLENGER VALIDATION] Real top-5 holdings: The Federal Bank 4.09%, Larsen & Toubro 3.37%, Reliance Industries 3.26%, IndusInd Bank 3.25%, One97 Communications 3.14% (top-5 total 17.11%) — low concentration, diversified across banking, EPC, energy, and fintech.
FMQ 56 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:52:41 AM
[FINAL CHALLENGER VALIDATION] Real managers: Kirtan Mehta and Jitendra Sriram, managing since August 17, 2022 — a real, moderate tenure (~4 years). Explicitly checked for portfolio P/E, P/B, max drawdown, and Sortino ratio on the fund's own VR page — none shown.
VAL 50 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:52:41 AM
[FINAL CHALLENGER VALIDATION] Explicitly checked for a portfolio P/E or P/B ratio — not shown on the fund's own VR page. Scored 0 (N/A), verified not just assumed.
STW 66 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:52:41 AM
[FINAL CHALLENGER VALIDATION] Real portfolio diversified across banking, EPC, energy, and fintech — a genuine, currently-relevant broad-market flexi-cap exposure.
DSP 50 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:52:41 AM
[FINAL CHALLENGER VALIDATION] Explicitly checked for max drawdown/Sortino/standard deviation — not shown on the fund's own VR page. Scored 0 (N/A), verified not just assumed.
OPP 76 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:52:41 AM
[FINAL CHALLENGER VALIDATION, analyst judgment] A real, above-average 3-star rating and real, moderate consistent outperformance support a moderately favorable forward view.
THS 55 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:52:41 AM
[FINAL CHALLENGER VALIDATION] Standard, real, diversified flexi-cap thesis with real, above-average independent validation.
THS 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 4:03:24 PM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Flexi Cap: market-cap-agnostic mandate, lets the manager rotate across large/mid/small — a structural, cycle-neutral positioning.
OPP 77 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 4:03:22 PM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Real return-vs-benchmark evidence: 1Y +2.75pp vs benchmark, 3Y +2.06pp vs benchmark, SinceLaunch +1.93pp vs benchmark (avg 2.25pp).
DSP 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 4:03:21 PM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real Max Drawdown or Sortino data exists in any source checked this session; ordinary volatility/beta are never substituted.
STW 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 4:03:19 PM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Category-level thesis: Flexi Cap: market-cap-agnostic mandate, lets the manager rotate across large/mid/small — a structural, cycle-neutral positioning. No fund-specific sector-overweight evidence collected (no GICS sector allocation data exists for this scheme), so scored at the category's own general positioning.
VAL 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 4:03:17 PM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real TER data collected; scored at category-neutral baseline (no portfolio PE/PB data exists in any source checked this session).
FMQ 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 4:03:16 PM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No manager identity evidence collected; scored at category-neutral baseline.
PQT 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 4:03:14 PM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Real AUM ₹1,269.05 Cr vs category floor ₹500 Cr (2.5x). Moderate scale — no specific capacity concern or advantage documented.
CON 77 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 4:03:12 PM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No Value Research rating collected; consistency estimated from real return-vs-benchmark trend (1Y +2.75pp vs benchmark, 3Y +2.06pp vs benchmark, SinceLaunch +1.93pp vs benchmark, avg 2.25pp).
MOM 77 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 4:03:10 PM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Most recent available window (1Y: +2.75pp vs benchmark) used as the closest real proxy for near-term momentum (V6's exact 3-6M window has no data source for most equity funds in this pipeline).
THS 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:18:52 AM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Flexi Cap: market-cap-agnostic mandate, lets the manager rotate across large/mid/small — a structural, cycle-neutral positioning.
OPP 77 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:18:50 AM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Real return-vs-benchmark evidence: 1Y +2.75pp vs benchmark, 3Y +2.06pp vs benchmark, SinceLaunch +1.93pp vs benchmark (avg 2.25pp).
DSP 05 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:18:48 AM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real Max Drawdown or Sortino data exists in any source checked this session; ordinary volatility/beta are never substituted.
STW 06 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:18:47 AM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Category-level thesis: Flexi Cap: market-cap-agnostic mandate, lets the manager rotate across large/mid/small — a structural, cycle-neutral positioning. No fund-specific sector-overweight evidence collected (no GICS sector allocation data exists for this scheme), so scored at the category's own general positioning.
VAL 05 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:18:44 AM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real TER data collected; scored at category-neutral baseline (no portfolio PE/PB data exists in any source checked this session).
FMQ 05 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:18:42 AM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No manager identity evidence collected; scored at category-neutral baseline.
PQT 06 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:18:41 AM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Real AUM ₹1,269.05 Cr vs category floor ₹500 Cr (2.5x). Moderate scale — no specific capacity concern or advantage documented.
CON 07 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:18:39 AM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No Value Research rating collected; consistency estimated from real return-vs-benchmark trend (1Y +2.75pp vs benchmark, 3Y +2.06pp vs benchmark, SinceLaunch +1.93pp vs benchmark, avg 2.25pp).
MOM 07 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:18:37 AM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Most recent available window (1Y: +2.75pp vs benchmark) used as the closest real proxy for near-term momentum (V6's exact 3-6M window has no data source for most equity funds in this pipeline).
THS 55 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:32:16 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] Baseline category-standard mandate identified (benchmark: Nifty 500 TRI, real AUM ₹1,269.05 Cr).
DSP 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:32:14 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no real Max Drawdown or Sortino Ratio data collected for this scheme; ordinary volatility/beta are not used as a substitute.
STW 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:32:12 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no real sector-allocation data collected for this scheme to support a forward sector-tailwind judgment.
VAL 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:32:10 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no portfolio PE/PB data collected for this scheme from any real source.
FMQ 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:32:08 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no manager identity or tenure evidence collected for this scheme.
PQT 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:32:06 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no portfolio composition data (Top-10 holdings, sector concentration, or turnover) collected for this scheme.
OPP 77 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:32:04 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] Real data shows the fund beating its benchmark in every available window, averaging +2.25pp (1 Year 5.37% vs 2.63%, 3 Year 14.88% vs 12.83%, Since Launch 14.34% vs 12.40%).
MOM 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:32:02 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no real 1/3/6-month return data collected for this scheme (V6's stated 3-6M momentum window has no evidence source for most funds in this pipeline).
CON 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:32:01 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no Value Research rating collected for this scheme this round.
THS 5 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:29:15 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] Baseline category-standard mandate identified (benchmark: Nifty 500 TRI, real AUM ₹1,269.05 Cr).
DSP 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:29:13 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no real Max Drawdown or Sortino Ratio data collected for this scheme; ordinary volatility/beta are not used as a substitute.
STW 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:29:11 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no real sector-allocation data collected for this scheme to support a forward sector-tailwind judgment.
VAL 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:29:09 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no portfolio PE/PB data collected for this scheme from any real source.
FMQ 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:29:08 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no manager identity or tenure evidence collected for this scheme.
PQT 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:29:06 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no portfolio composition data (Top-10 holdings, sector concentration, or turnover) collected for this scheme.
OPP 7 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:29:04 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] Real data shows the fund beating its benchmark in every available window, averaging +2.25pp (1 Year 5.37% vs 2.63%, 3 Year 14.88% vs 12.83%, Since Launch 14.34% vs 12.40%).
MOM 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:29:02 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no real 1/3/6-month return data collected for this scheme (V6's stated 3-6M momentum window has no evidence source for most funds in this pipeline).
CON 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:29:00 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no Value Research rating collected for this scheme this round.