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Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN -GROWTH OPTION

Category: Hybrid: Aggressive
Launch Date: 05-04-2017
Asset Class:
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.11% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 116.94 Cr As on (31-10-2024)
Turn over: 100
NAV as on Tue Dec 03 00:00:00 IST 2024

27.8307

0.14 (0.5178%)

CAGR Since Inception

14.29%

CRISIL Hybrid 35+65 Aggressive Index 12.55%

PERFORMANCE of Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN -GROWTH OPTION

Scheme Performance (%) Data as on - 03-12-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN -GROWTH OPTION 26.54 15.26 16.69 - 14.29
Benchmark - - - - -
Hybrid: Aggressive 24.72 14.56 16.81 11.81 13.77

Yearly Performance (%)

Fund Managers

Jitendra Sriram, Mayank Prakash, Pratish Krishnan, Miten Vora

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.

RETURNS CALCULATOR for Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN -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

Key Performance and Risk Statistics of Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN -GROWTH OPTION

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN -GROWTH OPTION 8.93 0.96 2.74 0.74 7.72 8.17
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN -GROWTH OPTION

Period
Data as on - 03-12-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN -GROWTH OPTION 05-04-2017 26.54 19.28 15.26 16.69 0.0
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 33.92 30.06 23.22 24.75 12.79
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 33.45 23.44 16.71 15.63 0.0
Kotak Equity Hybrid - Growth 25-11-1999 29.5 20.82 16.4 18.85 13.05
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 29.15 29.01 19.04 26.83 0.0
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 29.14 21.3 16.92 19.63 0.0
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 28.55 22.16 14.73 15.72 11.93
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 27.49 22.12 17.41 19.21 12.22
BANDHAN Hybrid Equity Fund-Regular Plan Growth 05-12-2016 26.57 19.06 14.16 16.56 0.0
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 25.91 22.79 20.1 22.04 15.22

PORTFOLIO ANALYSIS of Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN -GROWTH OPTION

Asset Allocation (%)