Baroda BNP Paribas Aggressive Hybrid Fund(G)-Direct Plan
View the regular plan of this scheme
Rs 30.2226 -0.1972(-0.648 %) NAV as on 25 Apr 2025
Scheme Objective: The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
Performance (As on 25 Apr 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | -2.08 % | 6.74 % | 15.68 % | 20.61 % | 14.72 % |
NIFTY 50 | -0.59 % | 6.51 % | 12.33 % | 21.27 % | N/A |
Portfolio
Aggressive hybrid funds invest the majority (up to 80%) of their portfolio in equities and hold the rest in debt instruments. This makes them lower risk and lower volatile than pure equity funds. On the equity side, funds invest across market capitalisations and in rising markets can hold significant mid-cap exposure. On the debt side, funds generally stick to a simple accrual strategy of investing and holding top-rated bonds.
These funds suit first-time equity investors. They also suit conservative investors who want equity exposure. They can also be used to mitigate risks of high-risk investors who want to invest heavily in equity. These funds need a minimum 3 year holding period.