Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN- IDCW OPTION

Fund House: Baroda BNP Paribas Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 07-04-2017
Asset Class:
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 2.11% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,178.81 Cr As on 29-11-2024(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

17.5016

7.53%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
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
There is no value for 2x
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- REGULAR PLAN- IDCW OPTION 07-04-2017 11.32 9.59 5.38 7.83 -
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 30.01 29.21 23.6 23.81 12.85
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 29.63 29.29 19.71 27.08 -
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 29.08 24.31 17.24 15.38 -
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 26.13 23.25 15.51 15.52 12.15
Kotak Equity Hybrid - Growth 25-11-1999 24.0 20.32 16.72 17.99 13.12
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 23.38 21.04 16.98 18.86 -
BANDHAN Hybrid Equity Fund-Regular Plan Growth 05-12-2016 22.7 19.49 14.68 16.29 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 22.59 21.85 17.83 18.63 12.34
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 21.95 21.73 18.17 17.78 12.68

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

8.7%

Others

28.96%

Large Cap

52.43%

Mid Cap

10.87%

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