Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR 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 (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,184.08 Cr As on 31-12-2024(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

26.6212

13.41%

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
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 7.75
Average Maturity 4.15

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 -GROWTH OPTION 05-04-2017 13.84 18.54 11.62 14.91 -
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 18.99 22.51 12.99 14.2 -
Kotak Equity Hybrid - Growth 25-11-1999 15.82 18.52 12.43 16.61 12.52
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 15.35 27.0 18.53 22.72 12.24
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 14.92 20.94 14.31 16.83 11.99
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 14.9 21.02 14.4 16.89 12.04
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 14.87 20.34 11.06 14.94 12.23
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 14.68 20.5 13.93 17.33 11.9
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 14.66 20.2 12.86 17.76 -
HSBC Aggressive Hybrid Fund - Regular Growth 05-01-2013 14.45 19.91 10.15 13.65 10.94

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

8.7%

Others

28.96%

Large Cap

52.43%

Mid Cap

10.87%

Scheme Documents

There are no scheme documents available

Feedback
Notification