Baroda BNP Paribas Conservative Hybrid Fund Regular Plan Growth

• Alpha -2.61%
• Beta 0.95
• Sharpe Ratio0.41
• Std Deviation 3.42%
• Tracking Error 1.98%

The primary objective of the Scheme is to generate regular returns through investment primarily in Debt and Money Market Instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme’s assets in equity and equity related securities. However, there can be no assurance that the investment objective of the Scheme will be realized. The Scheme does not guarantee / indicate any returns.

The Baroda BNP Paribas Conservative Hybrid Fund Regular Plan Growth has an AUM of 753.27 crores & has delivered CAGR of 7.44% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.02%. The minimum investment in Baroda BNP Paribas Conservative Hybrid Fund Regular Plan Growth is Rs 1000 and the minimum SIP is Rs 300.

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

The top holdings of the fund include 7.32% Govt Stock 2030, Net Receivables / (Payables), Jamnagar Utilities And Power Private Limited & Bharat Sanchar Nigam Limited.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Electronic Instr. & Controls.

Some of the similar funds are Franklin India Debt Hybrid Fund Growth, Nippon India Hybrid Bond Fund Growth, Baroda BNP Paribas Conservative Hybrid Fund Regular Plan Growth, Canara Robeco Conservative Hybrid Fund Growth, Axis Conservative Hybrid Fund Growth. Baroda BNP Paribas Conservative Hybrid Fund Regular Plan Growth has a sharpe ratio of 0.41 & a standard deviation of 3.42%.