- Mutual Funds
- Baroda BNP Paribas Mutual Fund
- Baroda BNP Paribas Conservative Hybrid Fund (RIDCW-Q)
Formerly BNP Paribas Cons Hy Reg Qt IDCW-R
Baroda BNP Paribas Conservative Hybrid Fund (RIDCW-Q)
₹ 10.9432
NAV (Oct 03)
Conservative hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.
They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s 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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.9432
NAV (Oct 3)
Fund Returns
Last 1Y | 8.6% |
Last 3Y | 6.5% |
Last 5Y | 5.7% |
Last 10Y | 6% |
Since Inception | 5.8% |
6 Month CAGR | 6.5% |
Scheme Information
The primary objective of the Scheme is to generate regular returns through investment primarily in Debt and Money Market Instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme's assets in equity and equity related securities. However,there can be no assurance that the investment objective of the Scheme will be realized. The Scheme does not guarantee / indicate any returns.
Expense Ratio | 2.11 |
Launched (19y ago) | Sep 23, 2004 |
AUM in Crores | 578.926 |
ISIN | INF251K01886 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 3.7 |
Standard Deviation (5yr) | 4.2 |
Beta (3yr) | 0.89 |
Beta (5yr) | 0.92 |
Sharpe Ratio (3yr) | 0.438 |
Sharpe Ratio (5yr) | 0.156 |
YTM | 8.13 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Baroda BNP Paribas Conservative Hybrid Fund (RIDCW-Q) | 8,40,245 | 1,07,633 | 5.7% | |
| 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
treps 18-sep-2023
7%embassy office parks reit
5.1%net receivable / payable
4.6%bharat sanchar nigam limited
4.4%power finance corporation ltd.
4.3%Allocation by Sector
financial services
6.3%consumer cyclical
4.1%technology
2.8%industrials
2.1%healthcare
2%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 7,475 cr | ||
₹ 25,274 cr | ||
₹ 9,394 cr | ||
₹ 3,302 cr | ||
₹ 1,335 cr |
About the AMC
BNP Paribas Asset Management India Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.8% | 13.8% | ||
14.6% | 13.7% | ||
14.6% | 13.7% | ||
4.7% | 6.9% | ||
4.1% | 7.6% |
Baroda BNP Paribas Conservative Hybrid Fund (RIDCW-Q) Review
Baroda BNP Paribas Conservative Hybrid Fund (RIDCW-Q) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 5.8% over a period of 19 years. The fund was previously known as BNP Paribas Cons Hy Reg Qt IDCW-R. The fund is managed by Baroda BNP Paribas Asset Management India Pvt. Ltd.. The fund managers are Jay Sheth, Prashant Pimple, Pratish Krishnan, Shreekiran Rao.
Nav of Baroda BNP Paribas Conservative Hybrid Fund (RIDCW-Q) as of 10/3/2023 is ₹10.94 with the total AUM as of 10/4/2023 is ₹578.926. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda BNP Paribas Conservative Hybrid Fund (RIDCW-Q) was launched on Sep 23, 2004. The category risk of the fund is Moderately High risk.
The minimum SIP amount for Baroda BNP Paribas Conservative Hybrid Fund (RIDCW-Q) 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 Conservative Hybrid Fund (RIDCW-Q)?
How to invest in Baroda BNP Paribas Conservative Hybrid Fund (RIDCW-Q)?
You can invest in Baroda BNP Paribas Conservative Hybrid Fund (RIDCW-Q) 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 Conservative Hybrid Fund (RIDCW-Q)?
The minimum sip amount for Baroda BNP Paribas Conservative Hybrid Fund (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.
Is Baroda BNP Paribas Conservative Hybrid Fund (RIDCW-Q) good to invest in?
As per Scripbox experts, Baroda BNP Paribas Conservative Hybrid Fund (RIDCW-Q) is a Not Recommended fund. You can investBaroda BNP Paribas Conservative Hybrid Fund (RIDCW-Q) 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 Conservative Hybrid Fund (RIDCW-Q)?
The expense ratio of the Baroda BNP Paribas Conservative Hybrid Fund (RIDCW-Q) is 2.11% for regular plan.