Return
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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 -2.03% and a category best of 1.53%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.07 | -2.03 | 1.53 |
| 6M | -1.21 | 0.43 | 11.03 |
| 1Y | 3.44 | 4.17 | 14.16 |
| 3Y | 9.02 | 12.47 | 29.88 |
Portfolio Analysis
- Equity: 20.12%
- Debt: 79.88%
- Others
As on: 2022-02-28
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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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundDSP Regular Savings Fund Growth | 2 | 190.54 CR | 1.21 |
| This FundHSBC Conservative Hybrid Fund Growth | 2 | 136.95 CR | 2.14 |
| This FundBaroda Conservative Hybrid Fund Growth | 0 | 29.48 CR | 2.13 |
| This FundSBI Conservative Hybrid Fund Growth | 3 | 9686.09 CR | 1.54 |
| This FundICICI Prudential Regular Savings Fund Growth | 5 | 3271.05 CR | 1.71 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundDSP Regular Savings Fund Growth | 1.8293 | 28.6782 |
| This FundHSBC Conservative Hybrid Fund Growth | 2.0845 | 28.7434 |
| This FundBaroda Conservative Hybrid Fund Growth | 3.444 | 29.577 |
| This FundSBI Conservative Hybrid Fund Growth | 3.8982 | 29.8077 |
| This FundICICI Prudential Regular Savings Fund Growth | 4.0288 | 29.8786 |
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%
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