Return

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  • 6M
  • 1Y
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  • 5Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

29 Cr

Lock In Period

N/A

Expense Ratio

2.13

Benchmark

CRISIL Hybrid 85+15 - Conservative Index

Exit Load

Nil

Summary

Latest details for Baroda Conservative Hybrid Fund Growth include a 30.2136 NAV as of Mar 13,2022 and returns since inception of 29.58%. Minimum investments start at SIP ₹500. The Baroda Conservative Hybrid Fund Growth AUM is ₹29 Cr, with a lock-in of N/A years, expense ratio of 2.13%, and benchmark CRISIL Hybrid 85+15 - Conservative Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -1.07% returns, against a category average of -1.27% and a category best of 1.53%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.07-1.271.53
6M-1.211.5211.03
1Y3.446.6714.16
3Y9.0217.3732.47

Portfolio Analysis

  • Equity: 20.12%
  • Debt: 79.88%
  • Others
As on: 2022-02-28
View allocation % by

1. ICICI Bank Ltd.1.26%
2. Bajaj Finance Ltd.0.71%
3. Kotak Mahindra Bank Ltd.0.63%
4. Housing Development Finance Corporation Ltd.0.60%
5. IndusInd Bank Ltd.0.47%
6. Axis Bank Ltd.0.38%
7. SBI Life Insurance Company Ltd.0.36%
8. Muthoot Finance Ltd.0.35%
9. Max Financial Services Ltd.0.28%
10. Bajaj Finserv Ltd.0.27%
11. HDFC Bank Ltd.0.24%

1. Persistent Systems Ltd.0.67%
2. Infosys Ltd.0.58%
3. HCL Technologies Ltd.0.57%
4. Mphasis Ltd.0.53%
5. Tech Mahindra Ltd.0.48%
6. C.E. INFO SYSTEMS LTD.0.09%

1. Sun Pharmaceutical Industries Ltd.0.86%
2. Natco Pharma Ltd.0.59%
3. IPCA Laboratories Ltd.0.33%
4. Divi's Laboratories Ltd.0.29%
5. JB Chemicals & Pharmaceuticals Ltd.0.27%

1. Dabur India Ltd.0.76%
2. Hindustan Unilever Ltd.0.74%

1. Reliance Industries Ltd.1.00%
2. Hindustan Petroleum Corporation Ltd.0.46%

1. Ashok Leyland Ltd.0.60%
2. Balkrishna Industries Ltd.0.46%
3. Minda Industries Ltd.0.31%

About Fund

Baroda Conservative Hybrid Fund Growth managed by Baroda BNP Paribas Mutual Fund,is a Conservative Fundsscheme with Assets Under Management of ₹29 Crore. The fund benchmarks its performance against the CRISIL Hybrid 85+15 - Conservative Index while maintaining an expense ratio of 2.13. Under the expert guidance of Alok Sahoo ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund Name1Y3Y
This FundAditya Birla Sun Life Regular Savings Fund Growth7.7629.3004
This FundNippon India Conservative Hybrid Fund Growth8.878829.4776
This FundBaroda Conservative Hybrid Fund Growth3.44429.577
This FundSBI Conservative Hybrid Fund Growth7.457832.028
This FundICICI Prudential Regular Savings Fund Growth7.238732.474

FAQs

Baroda Conservative Hybrid Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Baroda Conservative Hybrid Fund Growth is 2.13. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Baroda Conservative Hybrid Fund Growth’s fund performance is as follows:
  • 1 Month : -1.07%
  • 6 Months : -1.21%
  • 1 Year : 3.44%
  • 3 Years : 9.02%
Returns of Baroda Conservative Hybrid Fund Growth are updated daily based on NAV of ₹ 30.2136 as on Mar 13,2022. Since inception, the return has been 29.58%.

You can invest in Baroda Conservative Hybrid Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Baroda Conservative Hybrid Fund Growth is ₹29 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Baroda Conservative Hybrid Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500