| Category: Hybrid: Aggressive |
| Launch Date: 05-04-2017 |
| Asset Class: |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| Expense Ratio: 2.13% As on ( 31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,224.48 Cr As on ( 30-05-2025) |
| Turn over: 100 |
| 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 | 5.13 | 17.65 | 18.27 | - | 13.19 |
| Benchmark | - | - | - | - | - |
| Hybrid: Aggressive | 6.11 | 17.79 | 19.75 | 12.02 | 13.14 |
Mr. Jitendra Sriram (Equity Portfolio), Mr. Pratish Krishnan (Equity Portfolio) & Mr. Gurvinder Singh Wasan (Fixed Income Portfolio)
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.
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.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN -GROWTH OPTION | 8.93 | 0.98 | 2.26 | 1.05 | 7.75 | 4.15 |
| Hybrid: Aggressive | - | - | - | - | - | - |
Small Cap
5.01%
Others
29.67%
Large Cap
53.35%
Mid Cap
12.79%
| Scheme Name | Launch Date |
1-Year Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|
| Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN -GROWTH OPTION | 05-04-2017 | 5.13 | 17.65 | 18.27 | 0.0 |
| Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 12.67 | 17.96 | 20.41 | 0.0 |
| DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 12.2 | 20.03 | 19.12 | 13.1 |
| SBI Equity Hybrid Fund - Regular Plan -Growth | 01-12-1995 | 11.39 | 16.74 | 18.11 | 12.49 |
| ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 9.02 | 21.53 | 26.1 | 15.86 |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | 12-08-2009 | 8.61 | 20.24 | 21.51 | 12.98 |
| Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option | 16-06-2009 | 8.59 | 20.34 | 21.58 | 13.03 |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 19-07-2019 | 8.47 | 20.15 | 21.85 | 0.0 |
| Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | 15-06-2018 | 8.3 | 19.98 | 18.18 | 0.0 |
| UTI Aggressive Hybrid Fund - Regular Plan - Growth | 20-03-1995 | 7.92 | 19.85 | 22.21 | 12.57 |