hybridHigh risk
BARODA HYBRID EQUITY FUND - Plan B (Direct) - 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 2 Jan 2013.
Latest price per unit
₹89.2832
▼ 0.00% today
As of 13 Mar 2022 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹1.16 L
▲ ₹16.1k gain · 16.1% / year
Invested 3 years ago
₹1.51 L
▲ ₹51.1k gain · 14.8% / year
Invested 5 years ago
₹1.78 L
▲ ₹78.3k gain · 12.3% / 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
16.4%
The value swings roughly 16% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-28.72%
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 year16.11%
CAGR — 3 years14.75%
CAGR — 5 years12.27%
CAGR — since launch12.45%
Volatility — 1 year (annualised)13.47%
Volatility — 3 years (annualised)16.39%
Max drawdown — 1 year-10.81%
Max drawdown — 3 years-28.72%
Sharpe ratio — 1 year (rf=6%)0.73
Sharpe ratio — 3 years (rf=6%)0.49
Fund info
- Fund house
- Baroda Mutual Fund
- Category
- Hybrid Scheme - Aggressive Hybrid Fund
- Plan
- Direct
- Option
- Growth
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 119326
- First price on record
- 2 Jan 2013 · 2,262 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.