Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION

Fund House: Baroda BNP Paribas Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 05-04-2017
Asset Class:
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 2.11% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,169.4 Cr As on 31-10-2024(Source:AMFI)
Turn over: 100% | Exit Load: Upto 10% of Units purchased/switchin - NIL. In excess of 10% units: 1% if redeemed/switched out within 12 months from the date of allotment. NIL if redeemed/ switched out after 12 months from the date of allotment

27.2214

14.02%

PERFORMANCE

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

Start :  
Period:  

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
6 Years 2 Months
There is no value for 4x
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 seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 8.93
Sharpe Ratio 0.96
Alpha 2.74
Beta 0.74
Yield to Maturity 7.72
Average Maturity 8.17

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION 05-04-2017 26.02 19.43 14.09 16.28 -
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 33.81 30.19 21.48 24.22 12.51
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 32.41 23.16 15.23 14.96 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 28.19 21.18 15.57 19.07 -
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 27.45 27.89 18.06 25.73 -
Kotak Equity Hybrid - Growth 25-11-1999 27.45 20.23 14.88 18.19 12.83
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 26.96 21.99 15.93 18.79 12.03
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 26.26 21.2 13.25 15.08 11.73
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 26.15 22.74 18.58 21.59 15.18
DSP Equity & Bond Fund- Regular Plan - Growth 26-05-1999 25.87 21.2 13.01 16.24 12.74

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

8.09%

Others

30.0%

Large Cap

53.28%

Mid Cap

11.1%

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