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  • Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (Dividend Payout - Quarterly)

Formerly Baroda Conser Hybrid A Qt DP

Baroda Mutual Fund

Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (Dividend Payout - Quarterly)

HybridConservative Hybrid

14.587

NAV (Oct 25)

7%
5 Year CAGR
Scripbox Opinion

Neutral

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.

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 ->

Track Record

17 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

33 Cr. Negligible within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

14.587

NAV (Oct 25)

Fund Returns

Last 1Y
9.9%
Last 3Y
10.8%
Last 5Y
7%
Last 10Y
7.3%
Since Inception
5.9%
6 Month CAGR
6.7%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderately High risk

Expense Ratio
2.16
Launched (17y ago)
Sep 08, 2004
AUM in Crores
32.473
ISIN
INF955L01195
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Alok Sahoo

Fund Manager

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Sanjay Chawla

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 3,398 cr

5

₹ 1,957 cr

5

₹ 96 cr

5

amc-icon

About the AMC

Baroda Asset Management India Limited

Baroda Asset Management India Limited manages assets worth 13,326 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.

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  • tel-amc-about
    022-61891300
  • mail-amc-about
    info@barodamf.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    4.9%

    7.1%

    top-ranked-badge

    4.9%

    6.6%

    top-ranked-badge

    3.9%

    %

    top-ranked-badge

    4%

    5.3%

    top-ranked-badge

    3.9%

    3.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

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    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (D-Q)

    About Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (D-Q)

    Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (D-Q) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 5.9% over a period of 17 years. The fund was previously known as Baroda Conser Hybrid A Qt DP . The fund is managed by Baroda Asset Management India Limited. The fund managers are Alok Sahoo, Sanjay Chawla

    Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (D-Q) 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 (D-Q) NAV,AUM,Risk

    The Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (D-Q) fund was launched on Sep 08, 2004. The NAV (Net Asset Value) of this Conservative Hybrid Hybrid fund as of 2021-10-25 is ₹14.59. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹32.473. The category risk of the Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (D-Q) fund is Moderately High risk. The fund charges 2.16 % as expense ratio.

    Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (D-Q) Holdings

    The fund’s highest allocation is towards Debt and has invested 59% in this asset class. The top three holdings of the fund are , 6.45% govt stock 2029 , treps , 07.58% tn sdl 2026 , shriram city union finance limited , 7.17% govt stock 2028 , 7.59% govt stock 2026 , shriram transport finance company limited , 5.09% govt stock 2022 , net receivable / payable , 7.59% govt stock 2029 , 8.24% govt stock 2027 , nippon life india asset management ltd ordinary shares , axis bank ltd , icici bank ltd , reliance industries ltd , dabur india ltd , sun pharmaceuticals industries ltd , ashok leyland ltd , sbi cards and payment services ltd ordinary shares , indusind bank ltd , persistent systems ltd , tata steel ltd , kotak mahindra bank ltd , balkrishna industries ltd , hcl technologies ltd , larsen & toubro ltd , hdfc bank ltd , infosys ltd , aditya birla fashion and retail ltd , fortis healthcare ltd , dalmia bharat ltd , mphasis ltd , nhpc ltd , nestle india ltd , tech mahindra ltd , sterlite technologies ltd , nazara technologies ltd , varun beverages ltd , sudarshan chemical industries ltd , muthoot finance ltd , ipca laboratories ltd , tata consumer products ltd , bajaj finance ltd , sbi life insurance company limited , bajaj finserv ltd , divi's laboratories ltd , cummins india ltd , j.b. chemicals & pharmaceuticals ltd , max financial services ltd , natco pharma ltd , minda industries ltd , zee entertainment enterprises ltd , hdfc life insurance company limited

    Baroda Conservative Hybrid Fund Plan A Pyt of Inc Dis cum Cap Wdrl (D-Q) 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.

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