Category: Hybrid: Aggressive |
Launch Date: 05-04-2017 |
Asset Class: |
Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
TER: 2.12% As on (31-07-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5,000 |
Minimum Topup: 1,000 |
Total Assets: 1,229.66 Cr As on 31-07-2025(Source:AMFI) |
Turn over: 100% | Exit Load: If units of the Scheme are redeemed or switched out up to 10% of the units (the limit) within 12 months from the date of allotment - Nil. If units of the scheme are redeemed or switched out in excess of the limit within 12 months from the date of allotment - 1% of the applicable NAV. If units of scheme are redeemed or switched out after 12 months from the date of allotment - Nil. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Standard Deviation | 9.51 |
Sharpe Ratio | 0.96 |
Alpha | 8.02 |
Beta | 0.12 |
Yield to Maturity | 7.75 |
Average Maturity | 4.15 |
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 -GROWTH OPTION | 05-04-2017 | 0.76 | 14.82 | 13.85 | 16.15 | - |
SBI Equity Hybrid Fund - Regular Plan -Growth | 01-12-1995 | 8.01 | 15.58 | 13.03 | 15.84 | 11.85 |
Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 7.08 | 16.46 | 14.45 | 17.98 | - |
PGIM India Aggressive Hybrid Equity Fund - Growth Option | 29-01-2004 | 5.9 | 12.45 | 12.42 | 13.91 | 8.08 |
DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 5.12 | 16.6 | 15.16 | 17.06 | 12.04 |
Small Cap
5.76%
Others
29.97%
Large Cap
50.52%
Mid Cap
15.19%