hybridLow risk

BARODA CONSERVATIVE HYBRID FUND - Plan A - Growth Option

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Baroda Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹30.2136

▲ 0.01% today

As of 13 Mar 2022 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.03 L

▲ ₹3.4k gain · 3.4% / year

Invested 3 years ago

₹1.30 L

▲ ₹29.6k gain · 9.0% / year

Invested 5 years ago

₹1.46 L

▲ ₹45.7k gain · 7.8% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

4.6%

The value swings roughly 5% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-5.72%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year3.44%

CAGR — 3 years9.02%

CAGR — 5 years7.83%

CAGR — since launch6.31%

Volatility — 1 year (annualised)3.73%

Volatility — 3 years (annualised)4.63%

Max drawdown — 1 year-3.43%

Max drawdown — 3 years-5.13%

Sharpe ratio — 1 year (rf=6%)-0.63

Sharpe ratio — 3 years (rf=6%)0.65

Fund info

Fund house: Baroda Mutual Fund
Category: Hybrid Scheme - Conservative Hybrid Fund
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 102661
First price on record: 3 Apr 2006 · 3,851 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.