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: 2.17% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,022.15 Cr As on (30-04-2024)
Turn over: 98% | Exit Load: Exit load of 1% if redeemed within 12 months for units beyond 10% of the investment.

25.4542

17.88%

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 9.37
Sharpe Ratio 1.11
Alpha 2.97
Beta 0.76
Yield to Maturity 7.95
Average Maturity 3.75

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 31.93 21.24 - - -
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 57.99 35.42 24.12 20.37 14.07
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 49.32 28.04 23.91 23.54 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 38.74 25.28 24.09 21.28 17.22
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 37.27 22.96 20.27 25.45 18.42
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 33.2 21.98 15.93 14.23 -
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 33.12 23.35 19.5 17.52 13.97
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 33.04 23.2 19.41 17.46 13.92
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 32.94 22.06 18.2 - -
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 32.75 21.41 15.1 14.56 13.61

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

8.65%

Others

31.18%

Large Cap

48.97%

Mid Cap

11.2%

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