- Mutual Funds
- Baroda BNP Paribas Mutual Fund
- Baroda BNP Paribas Aggressive Equity Hybrid fund (Growth)
Formerly BNP Paribas Substantial Eq Hyb Reg Gr
Baroda BNP Paribas Aggressive Equity Hybrid fund (Growth)
₹ 22.2552
NAV (Dec 05)
Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 22.2552
NAV (Dec 5)
Fund Returns
Last 1Y | 13.8% |
Last 3Y | 15.6% |
Last 5Y | 15% |
Last 10Y | NA |
Since Inception | 12.7% |
6 Month CAGR | 13.5% |
Scheme Information
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. However,there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
Expense Ratio | 2.23 |
Launched (6y ago) | Apr 07, 2017 |
AUM in Crores | 835.336 |
ISIN | INF251K01OW4 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 9.9 |
Standard Deviation (5yr) | 12.8 |
Beta (3yr) | 1 |
Beta (5yr) | 0.99 |
Sharpe Ratio (3yr) | 1.037 |
Sharpe Ratio (5yr) | 0.74 |
YTM | 8.09 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Baroda BNP Paribas Aggressive Equity Hybrid fund (Growth) | 10,64,484 | 3,31,872 | 15% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
6.8%reliance industries ltd
5.7%icici bank ltd
5.5%treps 01-nov-2023
5.4%larsen & toubro ltd
5%Allocation by Sector
financial services
21.6%consumer cyclical
10.1%industrials
10%technology
10%energy
6.9%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 26,182 cr | ||
₹ 9,338 cr | ||
₹ 1,354 cr | ||
₹ 1,051 cr | ||
₹ 7,605 cr |
About the AMC
BNP Paribas Asset Management India Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.5% | 14.4% | ||
12.2% | 14.2% | ||
12.2% | 14.2% | ||
5% | 6.9% | ||
3.6% | 7.5% |
Baroda BNP Paribas Aggressive Equity Hybrid fund (G) Review
Baroda BNP Paribas Aggressive Equity Hybrid fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 12.7% over a period of 6 years. The fund was previously known as BNP Paribas Substantial Eq Hyb Reg Gr. The fund is managed by Baroda BNP Paribas Asset Management India Pvt. Ltd.. The fund managers are Jitendra Sriram, Mayank Prakash, Miten Vora, Pratish Krishnan.
Nav of Baroda BNP Paribas Aggressive Equity Hybrid fund (G) as of 12/5/2023 is ₹22.26 with the total AUM as of 12/6/2023 is ₹835.336. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda BNP Paribas Aggressive Equity Hybrid fund (G) was launched on Apr 07, 2017. The category risk of the fund is Very High Risk.
The minimum SIP amount for Baroda BNP Paribas Aggressive Equity Hybrid fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Baroda BNP Paribas Aggressive Equity Hybrid fund (G)?
How to invest in Baroda BNP Paribas Aggressive Equity Hybrid fund (G)?
You can invest in Baroda BNP Paribas Aggressive Equity Hybrid fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Baroda BNP Paribas Aggressive Equity Hybrid fund (G)?
The minimum sip amount for Baroda BNP Paribas Aggressive Equity Hybrid fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Baroda BNP Paribas Aggressive Equity Hybrid fund (G) good to invest in?
As per Scripbox experts, Baroda BNP Paribas Aggressive Equity Hybrid fund (G) is a Neutral fund. You can investBaroda BNP Paribas Aggressive Equity Hybrid fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Baroda BNP Paribas Aggressive Equity Hybrid fund (G)?
The expense ratio of the Baroda BNP Paribas Aggressive Equity Hybrid fund (G) is 2.23% for regular plan.