Formerly BNP Paribas Substantial Eq Hy Reg Gr
₹ 16.4147
NAV (Mar 03)
Neutral
However, Scripbox does not recommend investing in aggressive hybrid mutual funds.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Track Record
4 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
Relative Size
503 Cr. Medium within the category
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
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Scheme Information
The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments. However,there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.41 %
Expense Ratio
Apr 07, 2017
Launched (4y ago)
₹ 503
AUM in Crores
INF251K01OW4
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 35+65 - Agg TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Aggressive Hybrid
20 Years
Age
Track Record
Multi Asset Allocation
20 Years
Age
Track Record
Conservative Hybrid
18 Years
Age
Track Record
About the AMC
BNP Paribas Asset Mgmt India Pvt. Ltd
BNP Paribas Asset Mgmt India Pvt. Ltd manages assets worth 7,782 crores and was set up on 4 November 2003. It's current offering of mutual fund schemes includes 18 equity,78 debt and 22 hybrid funds.
Liquid
Top Ranked
₹ 1,243 Cr
Fund Size
5.8%
3Y returns
Liquid
Top Ranked
₹ 1,243 Cr
Fund Size
5.9%
3Y returns
Large Cap
Top Ranked
₹ 1,014 Cr
Fund Size
13.2%
3Y returns
Low Duration
Top Ranked
₹ 368 Cr
Fund Size
7.5%
3Y returns
Liquid
Top Ranked
₹ 1,243 Cr
Fund Size
6.1%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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BNP Paribas Substantial Equity Hybrid fund (G) is a aggressive hybrid hybrid fund and has delivered an annualised return of 13.1% over a period of 4 years .The fund was previously known as BNP Paribas Substantial Eq Hy Reg Gr.The fund is managed by BNP Paribas Asset Mgmt India Pvt. Ltd.The fund managers are Karthikraj Lakshmanan, Mayank Prakash
The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments. However,there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns However, there is no assurance that the objective of the scheme will be realized.
The BNP Paribas Substantial Equity Hybrid fund (G) fund was launched on Apr 07, 2017. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-03-03 is ₹ 16.4147. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 502.777. The category risk of the BNP Paribas Substantial Equity Hybrid fund (G) fund is Very High Risk. The fund charges 2.41 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 75.1% in this asset class. The top three holdings of the fund are 5.22% goi 2025,reliance industries limited and 5.15% govt stock 2025
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.
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 35+65 - Agg TR INR
BNP Paribas Substantial Equity Hybrid fund (G) has a score of 3 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, BNP Paribas Substantial Equity Hybrid fund (G) 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.