Baroda Conservative Hybrid Fund-Growth-0.13%

3Groww
13.67%
1 Year Return
Hybrid
Conservative
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Conservative Hybrid Fund-Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio2.09%
NAV25.3 (19 Jul 2019)
Fund Started08 Sep 2004
Fund Size15 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Conservative Hybrid Fund-Growth
13.7%
8.2%
8.3%
6.4%
Category Average
5.6%
6.7%
3.9%
-
Rank within category
1
10
18
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 13.7% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    3. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. Higher expense ratio
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec48.4%
    GOISovereignGOI Sec8.8%
    GOISovereignGOI Sec6.9%
    FinancialEquity4.0%
    GOISovereignCGL3.6%
    GOISovereignGOI Sec3.5%
    FinancialEquity2.3%
    ConstructionEquity1.6%
    HealthcareEquity1.6%
    TechnologyEquity1.6%
    See All

    Fund Managers

    addHetal P Shah
    Education
    Ms. Hetal P. Shah is a B.Com, MBA, and JAIIB.
    Experience
    Prior to joining Baroda AMC she has worked with Bank of India from may 1999.
    Funds Managed

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    About

    Address
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    Phone
    NA
    Launch Date
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    E-mail
    NA
    Website
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    Baroda Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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