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  • Baroda Mutual Fund
  • Baroda Conservative Hybrid Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q)

Formerly Baroda Pioneer Conser Hybrid A Qt DR

Baroda Mutual Fund

Baroda Conservative Hybrid Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q)

HybridConservative Hybrid

14.2081

NAV (Jan 24)

6.5%
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

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

Relative Size

34 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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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
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    No Lock-in
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    Expert Investing Only

No single fund can achieve what a plan can. Learn why

Historical NAV

14.2081

NAV (Jan 24)

Fund Returns

Last 1Y

4.2%

Last 3Y

9%

Last 5Y

6.5%

Last 10Y

7.1%

Since Inception

5.7%

6 Month CAGR

1.8%

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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.

Expense Ratio

2.17

Launched (18y ago)

Sep 08, 2004

AUM in Crores

33.699

ISIN

INF955L01203

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 85+15 - ConservativeTR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
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Alok Sahoo

Fund Manager

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Pratish Krishnan

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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 2,702 cr

5

₹ 1,396 cr

5

₹ 3,412 cr

5

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About the AMC

Baroda Asset Management India Limited

Baroda Asset Management India Limited manages assets worth 12,967 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

    4.6%

    7%

    22.5%

    16.7%

    4.6%

    6.6%

    3.8%

    %

    3.9%

    5.3%

    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
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    Baroda Conservative Hybrid Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q) Review

    Baroda Conservative Hybrid Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 5.7% over a period of 17 years. The fund was previously known as Baroda Pioneer Conser Hybrid A Qt DR. The fund is managed by Baroda Asset Management India Limited. The fund managers are Alok Sahoo, Pratish Krishnan, Sanjay Chawla.

    Nav of Baroda Conservative Hybrid Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q) as of 24/01/2022 is ₹14.21 with the total AUM as of 25/01/2022 is ₹33.699. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda Conservative Hybrid Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q) was launched on Sep 08, 2004. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for Baroda Conservative Hybrid Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (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 Conservative Hybrid Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q)?

    How to invest in Baroda Conservative Hybrid Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q)?

    What is the minimum sip amount of Baroda Conservative Hybrid Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q)?

    Is Baroda Conservative Hybrid Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q) good to invest in?

    What is the expense ratio of the Baroda Conservative Hybrid Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q)?