Hybrid Scheme - Conservative Hybrid FundBaroda Mutual Fund

BARODA CONSERVATIVE HYBRID FUND - Plan A - Growth Option

₹30.2136▲ 0.0044 (0.01%)

Scheme Type

Open Ended Schemes

NAV History

+9.61%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,961

+9.6%

3Y Ago

₹13,723

+37.2%

5Y Ago

₹17,737

+77.4%

Past performance ≠ future results

Fund Analytics

Score: 63.0 / 100

Performance

Total Returns

Simple return over period

+3.55%

CAGR

Compound annual growth rate

+3.55%

Growth of ₹10K

Hypothetical investment value

₹10,355

SIP XIRR

SIP internal rate of return

+1.20%

Risk

Volatility (Ann.)

Std deviation of returns

3.71%LOW

Max Drawdown

Worst peak-to-trough

-3.43%

Sharpe Ratio

Risk-adjusted return

-0.66POOR

Sortino Ratio

Downside risk-adjusted return

-0.82POOR

Benchmark

Beta

Market sensitivity

0.20DEF

Alpha

Excess return vs benchmark

-14.55%

Tracking Error

Deviation from benchmark

13.00%

Information Ratio

Alpha per unit tracking error

-1.12

Treynor Ratio

Return per unit systematic risk

-12.27

Capture

Upside Capture

Participation in market gains

19.78%

Downside Capture

Participation in market losses

18.64%

Rolling Returns

1Y Rolling CAGR

Avg 8.3% (2.1% – 12.2%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+3.6%+66.7%

-14.5%

3Y——

—

5Y——

—

Beta

1Y:0.203Y:—5Y:—

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

₹1,01,235

Total Value

₹4,01,235

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