hybridLow risk

BARODA CONSERVATIVE HYBRID FUND - Plan A - Monthly IDCW 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

₹14.5337

▲ 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

₹97.5k

▼ ₹2.5k loss · -2.5% / year

Invested 3 years ago

₹1.09 L

▲ ₹9.2k gain · 3.0% / year

Invested 5 years ago

₹1.09 L

▲ ₹9.2k gain · 1.8% / 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

4.9%

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

Worst drop ever

-9.48%

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 year-2.50%

CAGR — 3 years2.98%

CAGR — 5 years1.78%

CAGR — since launch1.54%

Volatility — 1 year (annualised)4.05%

Volatility — 3 years (annualised)4.92%

Max drawdown — 1 year-6.11%

Max drawdown — 3 years-6.11%

Sharpe ratio — 1 year (rf=6%)-2.11

Sharpe ratio — 3 years (rf=6%)-0.60

Fund info

Fund house: Baroda Mutual Fund
Category: Hybrid Scheme - Conservative Hybrid Fund
Plan: —
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 102662
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.