Hybrid Scheme - Aggressive Hybrid FundBaroda Mutual Fund

BARODA HYBRID EQUITY FUND - Plan B (Direct) - Growth Option

₹89.2832▼ 0.0013 (0.00%)

Scheme Type

Open Ended Schemes

NAV History

+50.46%

365 data points · Period: 1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹15,046

+50.5%

3Y Ago

₹15,647

+56.5%

5Y Ago

₹22,221

+122.2%

Past performance ≠ future results

Fund Analytics

Score: 60.6 / 100

Performance

Total Returns

Simple return over period

+16.73%

CAGR

Compound annual growth rate

+16.73%

Growth of ₹10K

Hypothetical investment value

₹11,673

SIP XIRR

SIP internal rate of return

+9.95%

Risk

Volatility (Ann.)

Std deviation of returns

13.38%LOW

Max Drawdown

Worst peak-to-trough

-10.81%

Sharpe Ratio

Risk-adjusted return

0.80AVG

Sortino Ratio

Downside risk-adjusted return

1.03AVG

Benchmark

Beta

Market sensitivity

0.79DEF

Alpha

Excess return vs benchmark

-34.67%

Tracking Error

Deviation from benchmark

5.55%

Information Ratio

Alpha per unit tracking error

-6.24

Treynor Ratio

Return per unit systematic risk

13.61

Capture

Upside Capture

Participation in market gains

79.96%

Downside Capture

Participation in market losses

74.36%

Rolling Returns

1Y Rolling CAGR

Avg 42.0% (13.3% – 63.8%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+16.7%+63.6%

-34.7%

3Y——

—

5Y——

—

Beta

1Y: 0.793Y: —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

₹1,61,247

Total Value

₹4,61,247

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