hybridLow risk
BARODA CONSERVATIVE HYBRID FUND - Plan B (Direct) - Quarterly 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 7 Aug 2014.
Latest price per unit
₹14.352
▲ 0.02% today
As of 13 Mar 2022 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹97.8k
▼ ₹2.2k loss · -2.2% / year
Invested 3 years ago
₹1.06 L
▲ ₹5.8k gain · 1.9% / year
Invested 5 years ago
₹1.07 L
▲ ₹7.4k gain · 1.4% / 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
5.4%
The value swings roughly 5% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-7.05%
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-2.16%
CAGR — 3 years1.91%
CAGR — 5 years1.43%
CAGR — since launch1.71%
Volatility — 1 year (annualised)5.20%
Volatility — 3 years (annualised)5.40%
Max drawdown — 1 year-6.02%
Max drawdown — 3 years-6.02%
Sharpe ratio — 1 year (rf=6%)-1.57
Sharpe ratio — 3 years (rf=6%)-0.44
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
- 119391
- First price on record
- 7 Aug 2014 · 1,680 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.