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 (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.

25.1329

17.75%

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 9.38
Sharpe Ratio 1.13
Alpha 3.44
Beta 0.76
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- REGULAT PLAN -GROWTH OPTION 05-04-2017 33.79 17.52 - - -
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 54.18 29.13 24.72 18.91 14.05
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 49.59 20.97 25.09 21.72 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 41.13 22.21 26.64 20.44 17.64
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 40.09 19.59 23.17 24.46 18.81
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 34.83 17.78 18.88 - -
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 34.75 17.13 15.86 13.14 -
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 34.27 19.48 20.29 16.64 14.36
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 34.15 19.34 20.18 16.59 14.32
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 33.74 15.63 14.97 13.28 13.67

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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