Hybrid Scheme - Conservative Hybrid FundBaroda Mutual Fund

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

₹32.6754▲ 0.0063 (0.02%)

Scheme Type

Open Ended Schemes

NAV History

+11.10%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,110

+11.1%

3Y Ago

₹14,281

+42.8%

5Y Ago

₹18,948

+89.5%

Past performance ≠ future results

Fund Analytics

Score: 63.2 / 100

Performance

Total Returns

Simple return over period

+4.48%

CAGR

Compound annual growth rate

+4.48%

Growth of ₹10K

Hypothetical investment value

₹10,448

SIP XIRR

SIP internal rate of return

+2.13%

Risk

Volatility (Ann.)

Std deviation of returns

3.70%LOW

Max Drawdown

Worst peak-to-trough

-3.15%

Sharpe Ratio

Risk-adjusted return

-0.41POOR

Sortino Ratio

Downside risk-adjusted return

-0.51POOR

Benchmark

Beta

Market sensitivity

0.20DEF

Alpha

Excess return vs benchmark

-13.62%

Tracking Error

Deviation from benchmark

13.00%

Information Ratio

Alpha per unit tracking error

-1.05

Treynor Ratio

Return per unit systematic risk

-7.63

Capture

Upside Capture

Participation in market gains

20.30%

Downside Capture

Participation in market losses

18.19%

Rolling Returns

1Y Rolling CAGR

Avg 9.3% (3.1% – 13.3%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+4.5%+66.7%

-13.6%

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

₹1,24,017

Total Value

₹4,24,017

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