Baroda BNP Paribas Aggressive Hybrid Fund - Direct Plan has delivered 88.51% absolute return over the last 5 years.
The average return for Aggressive funds is 59.52% .
This fund ranks #3 in its category based on 5-year returns.
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 5.16% .
The fund currently owns more than 93 stocks.
The top 10 holdings account for 34.61% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 7.06% | -3.09% |
| 2 Year Return | 36.67% | 8.90% |
| 3 Year Return | 58.05% | 24.89% |
| 4 Year Return | 129.18% | 44.78% |
| 5 Year Return | 167.27% | 59.52% |
| 6 Year Return | 194.10% | 94.54% |
| 7 Year Return | N/A | 119.15% |
| Expense Ratio | 0.51% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
5.16%
|
|
| 2 | Finance - Banks - Private Sector |
4.73%
|
|
| 3 | Electric Equipment - Switchgear/Circuit Breaker |
4.37%
|
|
| 4 |
4.37%
|
||
| 5 | Energy |
4.23%
|
|
| 6 | Industrials |
3.96%
|
|
| 7 | Communication Services |
2.13%
|
|
| 8 | E-Commerce/E-Retail |
1.98%
|
|
| 9 | Finance - Banks - Private Sector |
1.96%
|
|
| 10 | Health Care |
1.72%
|
|
| 11 | Information Technology |
1.62%
|
|
| 12 | Industrials |
1.61%
|
AMC: BARODABNPPARIBAS
Category: Hybrid • Aggressive
Launch Date: 17 Mar 2017
Fund Manager: Mr. Jitendra Sriram
Minimum Purchase: ₹5,000
Exit Load: If units of the Scheme are redeemed or switched out up to 10% of the units (the limit) within 12 months from the date of allotment - Nil. If units of the scheme are redeemed or switched out in excess of the limit within 12 months from the date of allotment - 1% of the applicable NAV. If units of scheme are redeemed or switched out after 12 months from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
Baroda BNP Paribas Aggressive Hybrid Fund - Direct Plan is managed by BARODABNPPARIBAS and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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