hybridLow risk

BARODA CONSERVATIVE HYBRID FUND - Plan B (Direct)- 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 15 Jan 2013.

Latest price per unit

₹15.6299

▲ 0.02% 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

₹98.5k

▼ ₹1.5k loss · -1.5% / year

Invested 3 years ago

₹1.13 L

▲ ₹12.8k gain · 4.1% / year

Invested 5 years ago

₹1.15 L

▲ ₹15.3k gain · 2.9% / 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

-7.74%

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-1.48%

CAGR — 3 years4.11%

CAGR — 5 years2.88%

CAGR — since launch2.67%

Volatility — 1 year (annualised)4.03%

Volatility — 3 years (annualised)4.89%

Max drawdown — 1 year-5.83%

Max drawdown — 3 years-5.83%

Sharpe ratio — 1 year (rf=6%)-1.85

Sharpe ratio — 3 years (rf=6%)-0.37

Fund info

Fund house: Baroda Mutual Fund
Category: Hybrid Scheme - Conservative Hybrid Fund
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119390
First price on record: 15 Jan 2013 · 2,008 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.