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: 2.13% As on (30-06-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,098.74 Cr As on (30-06-2024)
Turn over: 100% | Exit Load: Exit load of 1% if redeemed within 12 months for units beyond 10% of the investment.

27.4208

14.86%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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 7.83
Average Maturity 3.73

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION 05-04-2017 32.83 25.81 15.61 18.07 -
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 54.81 39.65 25.02 25.01 13.68
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 53.34 36.56 21.05 27.25 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 38.77 30.44 24.63 22.13 16.79
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 38.37 26.52 19.7 25.43 17.27
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 36.73 26.68 15.86 15.73 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 35.82 27.82 18.63 - -
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 34.97 27.27 15.97 15.93 13.35
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 34.49 27.66 18.99 18.4 13.33
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 34.44 28.93 19.79 18.9 13.95

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

7.5%

Others

36.0%

Large Cap

51.3%

Mid Cap

11.13%

Feedback
Notification