Hybrid Scheme - Aggressive Hybrid FundBaroda Mutual Fund

BARODA HYBRID EQUITY FUND - Plan A - Growth Option

₹81.2851▼ 0.0043 (0.01%)

Scheme Type

Open Ended Schemes

NAV History

+48.96%

365 data points · Period:1Y

Returns

CAGR

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹14,896

+49.0%

3Y Ago

₹15,006

+50.1%

5Y Ago

₹20,511

+105.1%

Past performance ≠ future results

Fund Analytics

Score: 39.0 / 100

Performance

Total Returns

Simple return over period

+15.92%

CAGR

Compound annual growth rate

+15.92%

Growth of ₹10K

Hypothetical investment value

₹11,592

SIP XIRR

SIP internal rate of return

+9.15%

Risk

Volatility (Ann.)

Std deviation of returns

13.39%LOW

Max Drawdown

Worst peak-to-trough

-11.06%

Sharpe Ratio

Risk-adjusted return

0.74AVG

Sortino Ratio

Downside risk-adjusted return

0.95AVG

Benchmark

Beta

Market sensitivity

0.79DEF

Alpha

Excess return vs benchmark

-41.70%

Tracking Error

Deviation from benchmark

5.55%

Information Ratio

Alpha per unit tracking error

-7.52

Treynor Ratio

Return per unit systematic risk

12.59

Capture

Upside Capture

Participation in market gains

79.61%

Downside Capture

Participation in market losses

74.74%

Rolling Returns

1Y Rolling CAGR

Avg 11.1% (-54.2% – 67.7%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2022-03-13

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+15.9%+71.5%

-41.7%

3Y+14.0%+31.9%

-10.1%

5Y+10.9%+24.0%

-7.7%

Beta

1Y:0.793Y:0.705Y:0.70

Underperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹1,36,004

Total Value

₹4,36,004

*Based on historical CAGR. Projections are illustrative, not guaranteed