BARODA BNP PARIBAS Conservative Hybrid Fund-Regular Plan-Growth Option
Fund House: Baroda BNP Paribas Mutual Fund| Category: Hybrid: Conservative |
| Launch Date: 01-01-2013 |
| Asset Class: |
| Benchmark: CRISIL Hybrid 85+15 Conservative Index |
| TER: 2.02% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 744.54 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: - | Exit Load: W.e.f 13.02.2015 1% if redeemed / switched out within 6 months from the date of allotment of units Nil if redeemed / switched out after 6 months from the date of allotment of units |
42.8289
0.15 (0.3572%)
7.47%
Benchmark: 9.9%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Conservative TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 7 Months
11 Years 1 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme aims to generate regular returns through investment primarily in debt and money market instruments. It would also invest a portion of its assets in equity and equity related securities to generate long term appreciation.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 3.37 |
| Sharpe Ratio | 0.46 |
| Alpha | -0.45 |
| Beta | 0.58 |
| Yield to Maturity | 7.5 |
| Average Maturity | 6.73 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| BARODA BNP PARIBAS Conservative Hybrid Fund-Regular Plan-Growth Option | 01-01-2013 | 11.31 | 9.67 | 7.18 | 7.5 | 7.38 |
| HSBC Conservative Hybrid Fund - Regular Growth | 24-02-2004 | 15.84 | 12.33 | 8.38 | 8.89 | 7.71 |
| Kotak Debt Hybrid - Growth | 02-12-2003 | 14.8 | 12.35 | 9.37 | 11.32 | 9.58 |
| Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth | 05-05-2021 | 14.73 | 13.26 | 11.01 | - | - |
| UTI Conservative Hybrid Fund - Regular Plan - Growth Option | 16-12-2003 | 14.31 | 11.49 | 8.46 | 9.95 | 8.4 |
| HDFC Hybrid Debt Fund - Growth Plan | 01-12-2003 | 13.67 | 12.21 | 9.94 | 10.75 | 8.85 |
| DSP Regular Savings Fund- Regular Plan - Growth | 11-06-2004 | 13.42 | 11.52 | 8.72 | 8.62 | 7.1 |
| Franklin India Debt Hybrid Fund - Growth | 28-09-2000 | 13.26 | 10.62 | 8.25 | 8.19 | 7.68 |
| ICICI Prudential Regular Savings Fund - Plan - Growth | 10-03-2004 | 13.16 | 11.08 | 8.99 | 9.74 | 9.47 |
| SBI Conservative Hybrid Fund - Regular Plan - Growth | 25-03-2001 | 12.86 | 11.68 | 9.18 | 10.98 | 9.34 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
3.75%
Others
83.75%
Large Cap
14.36%
Mid Cap
5.3%
