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BARODA HYBRID EQUITY FUND - Plan A - Growth Option

(Erstwhile Baroda Pioneer Balance Fund - Plan A - Growth Option)

Category: Hybrid: Aggressive
Launch Date: 12-09-2003
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 2.46% As on (30-06-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 409.02 Cr As on (30-06-2020)
Turn over: 100.00
NAV as on Fri Aug 07 00:00:00 IST 2020

54.23

0.07 (0.1291%)

CAGR Since Inception

10.51%

NIFTY 50 TRI 12.75%

PERFORMANCE of BARODA HYBRID EQUITY FUND - Plan A - Growth Option

Scheme Performance (%) Data as on - 07-08-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
BARODA HYBRID EQUITY FUND - Plan A - Growth Option 3.37 -0.04 4.04 7.05 10.51
NIFTY 50 TRI 4.4 4.99 6.87 8.83 12.75
Hybrid: Aggressive 4.74 2.08 5.17 8.53 9.4

Yearly Performance (%)

Fund Managers

Sanjay Chawla

Investment Objective

The scheme aims to provide long term capital appreciation along with stability through a well balanced portfolio comprising of equity, equity related instruments, highly rated debt portfolio and money market instruments.

RETURNS CALCULATOR for BARODA HYBRID EQUITY FUND - Plan A - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of BARODA HYBRID EQUITY FUND - Plan A - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
BARODA HYBRID EQUITY FUND - Plan A - Growth Option 10.89 0.4 -5.54 1.09 - -
Hybrid: Aggressive - - - - - -

PEER COMPARISION of BARODA HYBRID EQUITY FUND - Plan A - Growth Option

Period
Data as on - 07-08-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
BARODA HYBRID EQUITY FUND - Plan A - Growth Option 12-09-2003 3.37 -2.52 -0.04 4.04 7.05
JM Equity Hybrid Fund-Growth 01-04-1995 16.19 -0.9 0.92 3.15 6.6
Quant Absolute Fund-Growth Option 21-03-2001 15.34 7.32 6.61 8.45 9.05
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 12.07 0.0 0.0 0.0 0.0
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 11.75 5.36 6.33 7.62 11.11
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 01-04-2017 10.53 6.85 6.97 0.0 0.0
Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth 19-07-2019 8.7 0.0 0.0 0.0 0.0
DSP Equity & Bond Fund- Regular Plan - Growth 27-05-1999 7.87 2.96 4.07 6.81 9.48
Axis Equity Hybrid Fund - Regular Plan - Growth Option 01-08-2018 7.76 0.0 0.0 0.0 0.0
HSBC Equity Hybrid Fund - Growth 22-10-2018 7.5 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of BARODA HYBRID EQUITY FUND - Plan A - Growth Option

Asset Allocation (%)