hybridHigh risk

BARODA HYBRID EQUITY FUND - Plan B (Direct) - 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 24 Jan 2013.

Latest price per unit

₹22.1194

▼ 0.00% 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

₹1.08 L

▲ ₹8.0k gain · 8.0% / year

Invested 3 years ago

₹1.21 L

▲ ₹20.9k gain · 6.5% / year

Invested 5 years ago

₹1.19 L

▲ ₹18.7k gain · 3.5% / 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

16.8%

The value swings roughly 17% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-65.08%

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 year7.99%

CAGR — 3 years6.52%

CAGR — 5 years3.49%

CAGR — since launch-3.50%

Volatility — 1 year (annualised)14.32%

Volatility — 3 years (annualised)16.80%

Max drawdown — 1 year-12.53%

Max drawdown — 3 years-31.48%

Sharpe ratio — 1 year (rf=6%)0.17

Sharpe ratio — 3 years (rf=6%)0.03

Fund info

Fund house: Baroda Mutual Fund
Category: Hybrid Scheme - Aggressive Hybrid Fund
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119325
First price on record: 24 Jan 2013 · 2,246 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.