• Mutual Funds
  • Baroda BNP Paribas Mutual Fund
  • Baroda BNP Paribas Aggressive Equity Hybrid fund (PIDCW-M)

Formerly BNP Paribas Substantial Eq Hyb Reg IDCWP

Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas Aggressive Equity Hybrid fund (PIDCW-M)

HybridAggressive Hybrid

17.4778

NAV (Jun 12)

15.5%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

17.4778

NAV (Jun 12)

Fund Returns

Last 1Y
32.4%
Last 3Y
14.6%
Last 5Y
16.8%
Last 10Y
NA
Since Inception
14.3%
6 Month CAGR
16.9%

Scheme Information

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. 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
2.16
Launched (7y ago)
Apr 07, 2017
AUM in Crores
1038.087
ISIN
INF251K01OY0
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
9
Standard Deviation (5yr)
12.7
Beta (3yr)
0.96
Beta (5yr)
0.98
Sharpe Ratio (3yr)
0.888
Sharpe Ratio (5yr)
0.767
YTM
7.95
Fund Managers

Mayank Prakash

Fund Manager

Miten Vora

Fund Manager

Pratish Krishnan

Fund Manager

Jitendra Sriram

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Baroda BNP Paribas Aggressive Equity Hybrid fund (PIDCW-M)70%10,78,590 3,45,97815.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-12

Top Stock Holdings

reliance industries ltd

5.7%
5.7%

hdfc bank ltd

5.7%
5.7%

icici bank ltd

5.4%
5.4%

larsen & toubro ltd

5.1%
5.1%

treps 03-jun-2024

3.9%
3.9%
See all holdings

Allocation by Sector

financial services

19.3%
19.3%

industrials

13.9%
13.9%

consumer cyclical

13.9%
13.9%

technology

8.8%
8.8%

energy

8.7%
8.7%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 11,135 cr

₹ 35,122 cr

₹ 9,275 cr

₹ 2,114 cr

₹ 2,400 cr

amc-img

About the AMC

BNP Paribas Asset Management India Limited

Baroda BNP Paribas Asset Management India Pvt. Ltd. manages assets worth 40,587 crores and was set up on 4 November 2003. It's current offering of mutual fund schemes includes 28 equity,142 debt and 21 hybrid funds.amc-img
phone-img022-33704000
Fund NameScripbox Opinion
Till Date CAGR

4.8%

6.3%

14.2%

15.4%

13.7%

15.2%

13.7%

15.2%

2.3%

5.5%

Baroda BNP Paribas Aggressive Equity Hybrid fund (PIDCW-M) Review

Baroda BNP Paribas Aggressive Equity Hybrid fund (PIDCW-M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of null% over a period of 7 years. The fund was previously known as BNP Paribas Substantial Eq Hyb Reg IDCWP. 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 (PIDCW-M) as of 6/12/2024 is ₹17.48 with the total AUM as of 6/13/2024 is ₹1038.087. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda BNP Paribas Aggressive Equity Hybrid fund (PIDCW-M) 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 (PIDCW-M) 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 (PIDCW-M)?

Baroda BNP Paribas Aggressive Equity Hybrid fund (PIDCW-M) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Baroda BNP Paribas Aggressive Equity Hybrid fund (PIDCW-M)?

You can invest in Baroda BNP Paribas Aggressive Equity Hybrid fund (PIDCW-M) 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 (PIDCW-M)?

The minimum sip amount for Baroda BNP Paribas Aggressive Equity Hybrid fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.

Is Baroda BNP Paribas Aggressive Equity Hybrid fund (PIDCW-M) good to invest in?

As per Scripbox experts, Baroda BNP Paribas Aggressive Equity Hybrid fund (PIDCW-M) is a Neutral fund. You can investBaroda BNP Paribas Aggressive Equity Hybrid fund (PIDCW-M) 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 (PIDCW-M)?

The expense ratio of the Baroda BNP Paribas Aggressive Equity Hybrid fund (PIDCW-M) is 2.16% for regular plan.