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Baroda BNP Paribas Energy Opportunities Fund

Baroda BNP Paribas Mutual Fund · 153225 · Quant Rank #444

Structural GatesFully Researched (Deep)Prospera Research Confidence: LOW
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
CategoryENE
AUM₹645 Cr
Benchmark—
RiskometerVery High
TER1.06%
InceptionInsufficient data
Track RecordInsufficient data
Fund ManagerKirtan Mehta and Kushant Arora
AUM Floor₹200 Cr
Min Track3 yrs
Max Alloc10%
Returns vs Benchmark
WindowFundBenchmark
Calculated Parameters
FMT2/10
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)
ERS3/10
Structural Gates
Gate 1 — EligibilityUNKNOWN

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

Gate 2 — Quant ScreenFAIL
Gate 3 — Top 10FAIL
Gate 4 — Top 5FAIL
Gate 5 — Top 2 ICFAIL
Candidate's 25.6 would rank #3 among 2 real existing category scores (top 2 = recommendable).
Analyst Name
MOM — Momentum
7% weight
Deep Research

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, 8:42:10 AM

CON — Consistency
10% weight
Deep Research

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, 8:42:10 AM

PQT — Portfolio 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, 8:42:10 AM

FMQ — Fund Mgr Quality
12% weight
Deep ResearchConfidence: LOW

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, 8:42:10 AM

VAL — Valuation 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, 8:42:10 AM

STW — Sector 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, 8:42:10 AM

DSP — Downside 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, 8:42:10 AM

OPP — Outperformance Prob.
8% weight
Deep ResearchConfidence: LOW

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, 8:42:10 AM

THS — Thesis Strength
2% weight
Deep ResearchConfidence: LOW

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, 8:42:10 AM

V6 Final Score
25.6
/ 100 — Final Score
AVOID
MOM
0.0
CON
0.0
PQT
6.6
FMQ
4.8
VAL
0.0
STW
5.4
DSP
0.0
OPP
3.2
FMT
1.6
AMQ
1.8
AUT
—
ERS
1.2
THS
1.0
Data-limited: AUT (insufficient data — never defaulted to 0)
Source Evidence (8)
Fund ManagerKirtan Mehta and Kushant Arora
Value Research Online — public fund page as of 2026-08-27
Fund Manager - Managing SinceFebruary 10, 2025
Value Research Online — public fund page as of 2026-08-27
Value Research RatingUnrated
Value Research Online — public fund page as of 2026-08-27
Top 5 HoldingsReliance Industries 8.62%, ONGC 6.77%, Coal India 6.58%, NTPC 6.46%, Power Grid Corporation 4.85% (top-5 total 33.28%)
Value Research Online — public fund page as of 2026-08-27
AUM (Cr.)645
Value Research Online — public fund page as of 2026-08-27
Total Expense Ratio - Direct Plan (%)1.06
Value Research Online — public fund page as of 2026-08-27
Riskometer (Scheme)Very High
Value Research Online — public fund page as of 2026-08-27
AMC Total AUM (Lakh Cr.)0.53149
AMFI quarterly AAUM disclosure (Apr–Jun 2026), via RightAdvise aggregation of official AMFI figures as of 2026-06-30
Audit Log
MOM ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:42:10 AM
“[DEEP RESEARCH] No real return-vs-benchmark figure collected. Scored 0 (N/A).”
CON ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:42:10 AM
“[DEEP RESEARCH] Confirmed UNRATED by Value Research directly on its own fund page (launched Feb 2025). Scored 0 (N/A).”
PQT ∅ → 6 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:42:10 AM
“[DEEP RESEARCH] Real top-5 holdings: Reliance Industries 8.62%, ONGC 6.77%, Coal India 6.58%, NTPC 6.46%, Power Grid Corporation 4.85% (top-5 total 33.28%) — diversified across integrated energy, upstream oil & gas, coal, power generation and transmission.”
FMQ ∅ → 4 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:42:10 AM
“[DEEP RESEARCH] Real managers: Kirtan Mehta and Kushant Arora, managing since the fund's own February 2025 launch — under 2 years, no independent track record yet.”
VAL ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:42:10 AM
“[DEEP RESEARCH] No PE/PB evidence found. Scored 0 (N/A).”
STW ∅ → 6 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:42:10 AM
“[DEEP RESEARCH] Real portfolio spans the full domestic energy value chain (integrated oil & gas, coal, power generation and transmission) — a genuine, currently-relevant India energy-sector exposure.”
DSP ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:42:10 AM
“[DEEP RESEARCH] No real drawdown evidence found; fund too young. Scored 0 (N/A).”
OPP ∅ → 4 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:42:10 AM
“[DEEP RESEARCH, analyst judgment] Real, diversified portfolio is a positive, but the fund is unrated, small (Rs645-700 Cr), and under 2 years old — insufficient evidence for more than a cautious view.”
THS ∅ → 5 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:42:10 AM
“[DEEP RESEARCH] Standard, real, diversified energy-sector thesis; too early to assess execution against it.”