| Category: Hybrid: Conservative |
| Launch Date: 08-09-2004 |
| Asset Class: Mixed Asset |
| Benchmark: S&P BSE India 10 Year Sovereign Bond |
| Expense Ratio: 2.05% As on (31-05-2020) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 23.13 Cr As on (31-05-2020) |
| Turn over: 0.0 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| BARODA CONSERVATIVE HYBRID FUND - Plan A - Growth Option | 8.68 | 7.94 | 7.87 | 8.01 | 6.58 |
| S&P BSE India 10 Year Sovereign Bond | 17.08 | 6.19 | 8.46 | 6.9 | 6.44 |
| Hybrid: Conservative | 4.36 | 3.78 | 5.95 | 7.57 | 8.08 |
Hetal P Shah
The scheme aims to provide monthly income by investing in debt and money market instruments and also to generate long-term capital appreciation by investing a portion in equity and equity-related instruments.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| BARODA CONSERVATIVE HYBRID FUND - Plan A - Growth Option | 3.03 | 1.84 | 5.67 | 0.4 | 6.96 | 7.64 |
| Hybrid: Conservative | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| BARODA CONSERVATIVE HYBRID FUND - Plan A - Growth Option | 08-09-2004 | 8.68 | 11.38 | 7.94 | 7.87 | 8.01 |
| Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth | 24-04-1988 | 10.09 | 9.1 | 6.78 | 7.05 | 8.39 |
| Axis Regular Saver Fund - Regular Plan - Growth Option | 16-07-2010 | 9.07 | 3.54 | 4.63 | 5.62 | 0.0 |
| LIC MF Debt Hybrid Fund-Regular Plan-Growth | 01-06-1998 | 7.91 | 7.63 | 5.84 | 6.35 | 6.41 |
| Kotak Debt Hybrid - Growth | 02-12-2003 | 7.81 | 7.51 | 5.32 | 7.79 | 8.42 |
| ICICI Prudential Regular Savings Fund - Plan - Growth | 10-03-2004 | 7.1 | 7.35 | 6.6 | 8.71 | 9.49 |
| SBI DEBT HYBRID FUND - REGULAR PLAN - GROWTH | 24-03-2001 | 6.15 | 5.56 | 3.83 | 6.81 | 8.01 |
| BNP PARIBAS Conservative Hybrid Fund-Regular Plan-Growth Option | 23-09-2004 | 5.91 | 6.19 | 5.33 | 6.74 | 7.8 |
| BOI AXA Conservative Hybrid Fund-ECO Plan-Growth | 18-03-2009 | 5.76 | -3.51 | -0.5 | 3.66 | 6.02 |
| HSBC Regular Savings Fund - Growth | 24-02-2004 | 5.64 | 6.77 | 4.28 | 6.31 | 7.78 |