• 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 Mutual Fund

Baroda BNP Paribas Conservative Hybrid Fund (RIDCW-Q)

HybridConservative Hybrid

11.5917

NAV (Jun 21)

6.6%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in conservative hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

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

Rolling Returns

Neutral

The performance of the fund on a Rolling Returns metric has been Neutral

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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

11.5917

NAV (Jun 21)

Fund Returns

Last 1Y
12.3%
Last 3Y
7.5%
Last 5Y
7.7%
Last 10Y
7.8%
Since Inception
7.3%
6 Month CAGR
6.3%

Scheme Information

Investment Objective

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
2.06
Launched (20y ago)
Sep 23, 2004
AUM in Crores
658.425
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)
4.1
Beta (3yr)
1
Beta (5yr)
0.94
Sharpe Ratio (3yr)
0.364
Sharpe Ratio (5yr)
0.272
YTM
7.85
Fund Managers

Prashant Pimple

Fund Manager

Pratish Krishnan

Fund Manager

Jay Sheth

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 Conservative Hybrid Fund (RIDCW-Q)70%8,59,104 1,26,4926.6%
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 2024-06-21

Top Stock Holdings

treps 18-jun-2024

6.1%
6.1%

jamnagar utilities and power private limited

4.9%
4.9%

reliance industries limited

4.7%
4.7%

bharat sanchar nigam limited

3.9%
3.9%

hindustan petroleum corporation limited

2.9%
2.9%
See all holdings

Allocation by Sector

financial services

6.2%
6.2%

industrials

3.4%
3.4%

technology

2.6%
2.6%

consumer cyclical

2.6%
2.6%

healthcare

1.7%
1.7%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 35,122 cr

₹ 11,281 cr

₹ 9,275 cr

₹ 3,375 cr

₹ 3,214 cr

amc-img

About the AMC

BNP Paribas Asset Management India Limited

Baroda BNP Paribas Asset Management India Pvt. Ltd. manages assets worth 43,382 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

14.8%

15.6%

5.1%

6.3%

14.3%

15.3%

2.6%

5.5%

14.3%

15.3%

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 6.1% 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.

Nav of Baroda BNP Paribas Conservative Hybrid Fund (RIDCW-Q) as of 6/21/2024 is ₹11.59 with the total AUM as of 6/24/2024 is ₹658.425. 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)?

Baroda BNP Paribas Conservative Hybrid Fund (RIDCW-Q) is a Conservative 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 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 2.06% for regular plan.