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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 (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 500.0
Total Assets: 748.84 Cr As on 31-12-2024(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
NAV as on 21-01-2025

42.8207

-0.2 (-0.4596%)

CAGR Since Inception

7.41%

Benchmark: 9.9%

PERFORMANCE

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

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RETURNS ANALYSIS

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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
19 Years 4 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 7.55
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 7.75 9.57 7.04 7.22 6.96
HSBC Conservative Hybrid Fund - Regular Growth 24-02-2004 12.78 12.33 8.31 8.67 7.27
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 11.72 13.03 11.21 - -
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 10.72 11.01 8.41 10.14 8.06
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 10.33 11.02 8.88 9.55 9.03
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 9.9 10.84 8.36 8.35 6.78
Kotak Debt Hybrid - Growth 02-12-2003 9.72 12.19 9.41 11.09 9.27
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 9.29 9.31 8.01 9.53 8.12
SBI Conservative Hybrid Fund - Regular Plan - Growth 25-03-2001 9.17 10.98 8.79 10.71 8.84
Franklin India Debt Hybrid Fund - Growth 28-09-2000 9.12 10.41 8.19 7.84 7.21

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.69%

Others

76.54%

Large Cap

12.6%

Mid Cap

6.17%

Scheme Documents

There are no scheme documents available

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