Click here for top ranked funds in conservative hybrid mutual funds.
However, Scripbox does not recommend investing in conservative hybrid mutual funds.
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.
No single fund can achieve what a plan can. Learn why
Scheme Information
Investment Objective
To generate regular income through investment in debt and money market instruments and also to generate long term capital appreciation by investing a portion in equity and equity related instruments.
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.
Baroda Asset Management India Limited manages assets worth 10,051 crores and was set up on 5 November 1992. It's current offering of mutual fund schemes includes 19 equity,58 debt and 14 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-M)
About Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-M)
Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) is a conservative hybrid hybrid fund and has delivered an annualised return of 5.8% over a period of 17 years .The fund was previously known as Baroda Conser Hybrid A Mn DP.The fund is managed by Baroda Asset Management India Limited.The fund managers are Alok Sahoo, Hetal Shah
Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) Investment Objective
To generate regular income through investment in debt and money market instruments and also to generate long term capital appreciation by investing a portion in equity and equity related instruments. However, there is no assurance that the objective of the scheme will be realized.
Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) NAV,AUM,Risk
The Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) fund was launched on Sep 08, 2004. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-05-11 is ₹ 14.7553. The total AUM (Asset Under Management) of the fund as of 2021-05-12 is ₹ 34.461. The category risk of the Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) fund is Moderately High risk.
The fund charges 2.12 % as expense ratio.
Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) Holdings
The fund’s highest allocation is towards debt and has invested 65.0% in this asset class. The top three holdings of the fund are 6.45% govt stock 2029,5.09% govt stock 2022 and 7.17% govt stock 2028
Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 85+15 - ConservativeTR INR
Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) Review
Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) has a score of 1 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) has a score of 3 out of 5.
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
