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: 2.17% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 997.29 Cr As on (31-03-2024)
Turn over: 98% | Exit Load: Exit load of 1% if redeemed within 12 months for units beyond 10% of the investment.

16.8429

6.01%

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
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
Sharpe Ratio
Alpha
Beta
Yield to Maturity 7.97
Average Maturity 4.13

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 21.89 8.23 - - -
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 50.09 27.36 23.04 18.15 13.94
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 45.72 19.6 24.11 20.86 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 39.04 20.8 25.41 20.06 17.59
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 38.28 18.38 22.91 23.97 18.71
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 32.79 16.2 15.06 12.62 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 32.53 16.26 17.79 - -
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 32.31 18.37 19.24 16.23 14.22
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 32.19 18.21 19.13 16.17 14.18
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION 05-04-2017 32.1 16.46 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

8.12%

Others

31.37%

Large Cap

49.53%

Mid Cap

10.95%

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