BARODA BNP PARIBAS Conservative Hybrid Fund-Regular Plan-Growth Option

Fund House: Baroda BNP Paribas Mutual Fund
Category: Hybrid: Conservative
Launch Date: 23-09-2004
Asset Class:
Benchmark: CRISIL Hybrid 85+15 Conservative Index
TER: 2.04% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 1,000
Minimum Topup: 500
Total Assets: 724.36 Cr As on 28-02-2025(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

43.2393

7.39%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
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This Scheme
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vs
AK Hybrid Conservative TRI
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnBARODA BNP PARIBAS Conservative Hybrid Fund-Regular Plan-Growth OptionBARODA BNP PARIBAS Conservative Hybrid Fund-Regular Plan-Growth OptionAK Hybrid Conservative TRIHybrid: ConservativeGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-10010203040Advisorkhoj.com
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RETURNS ANALYSIS

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
9 Years 10 Months
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 3.7
Sharpe Ratio 0.11
Alpha -0.61
Beta 0.68
Yield to Maturity 7.55
Average Maturity 3.77

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 23-09-2004 6.45 10.32 7.46 8.33 7.02
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 10.77 12.8 9.27 10.66 7.1
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 10.22 12.47 9.11 12.25 8.12
HSBC Conservative Hybrid Fund - Regular Growth 24-02-2004 9.84 12.37 8.5 9.97 7.33
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 9.81 13.36 10.93 - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

3.92%

Others

79.03%

Large Cap

12.72%

Mid Cap

4.33%

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