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Business News/Market/Market Stats/    Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth

Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth

+
  • Hybrid
  • Aggressive Allocation
  • Rating 4
  • Plan
27.41 +0.12 (0.44%) NAV as on 12 Jul, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1038.09
  • CAGR 33.24%
  • Exit Load1.00%
  • Expense ratio2.16%
  • CategoryHybrid
  • Min Investment5000
  • Min SIP300
  • Launch Date2017-04-07

Morning Star Rating 4

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 13 July 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps 03-Jun-2024
  • 40.71
  • 3.92%
  • ITC
  • 31.01
  • 2.99%
  • Jamnagar Utilities And Power Private Limited
  • 25.13
  • 2.42%
  • 7.18% Govt Stock 2037
  • 23.72
  • 2.28%
View More

Risk & Volitility

  • Alpha 2.04%
  • Beta 1.00
  • Sharpe Ratio1.04
  • Std Deviation 9.28%
  • Tracking Error 3.77%

About Fund

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.

 

The Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth has an AUM of 1038.09 crores & has delivered CAGR of 18.04% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.16%. The minimum investment in Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth is Rs 5000 and the minimum SIP is Rs 300.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include HDFC Bank, Reliance Industries, ICICI Bank & Larsen & Toubro.

 

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Software & Programming & Construction Services.

 

Some of the similar funds are Bank of India Mid & Small Cap Equity & Debt Fund Regular Growth, Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth, Bandhan Hybrid Equity Fund Regular Plan Growth, Mahindra Manulife Aggressive Hybrid Fund Regular Growth, Axis Equity Hybrid Fund Regular Growth. Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth has a sharpe ratio of 1.04 & a standard deviation of 9.28%.

FAQs about Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth

According to the morning star rating Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth has a Moderate risk & Exceptional return.
Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth is managed by Prashant Pimple,Jitendra Sriram,Vikram Pamnani,Pratish Krishnan,Miten Vora.
The expense ratio of Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth is 2.16%.
The 5 year annualized return on Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth is 18.04% & it has generated 33.24% in the last 1 year.
The minimum investment in Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth is 5000 Rs.
Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth has an AUM of 1038.09 crores.
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