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Baroda Conservative Hybrid Fund - Plan B (Direct) - Growth

  • Regular
  • Direct
Category : Conservative Hybrid Fund

Returns (NAV as on 21st June, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 14-Jun-19 10053.95 0.54% - 0.05% 1/22
1 Month 21-May-19 10337.51 3.38% - 0.43% 1/22
3 Month 20-Mar-19 10628.69 6.29% - 1.34% 1/22
6 Month 21-Dec-18 10755.56 7.56% - 3.89% 1/22
YTD 29-Mar-19 10551.86 5.52% - 0.72% 1/22
1 Year 21-Jun-18 11304.29 13.04% 13.04% 6.38% 1/22
2 Year 21-Jun-17 11609.62 16.10% 7.75% 5.26% 3/22
3 Year 21-Jun-16 12985.96 29.86% 9.10% 8.08% 5/22
5 Year 20-Jun-14 15476.25 54.76% 9.12% 8.91% 8/21
10 Year - - - - - -/-
Since Inception 02-Jan-13 17831.68 78.32% 9.35% - -/-

SIP Returns (NAV as on 21st Jun,2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 year 21-Jun-18 12000 13128.68 9.41 % 17.89 %
2 years 21-Jun-17 24000 26831.46 11.80 % 11.13 %
3 years 21-Jun-16 36000 41591.07 15.53 % 9.61 %
5 years 21-Jun-14 60000 75197.2 25.33 % 8.96 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.44% 3.38% 6.29% 7.56% 5.52% 13.04% 7.75% 9.10% 9.12%
Nifty 50 -0.91% 0.13% 1.76% 9.02% 0.86% 9.15% 10.32% 12.57% 9.30%
Benchmark: Nifty 50 -0.36% 2.44% 3.88% 5.95% 3.20% 10.85% 6.86% 9.15% 9.56%
Category Average -0.21% 0.43% 1.34% 3.89% 0.72% 6.38% 5.26% 8.08% 8.91%
Category Rank 22/22 1/22 1/22 1/22 1/22 1/22 3/22 5/22 8/21
Best in Category -0.03% 3.38% 6.29% 7.56% 5.52% 13.04% 11.55% 11.48% 11.09%
Worst in Category -0.44% -4.96% -5.92% -3.82% -6.30% -4.93% 0.32% 4.38% 6.52%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q2 - 2019 5.52% 0.26% -0.42% -0.09%
Q4 - 2018 4.89% -1.32% -0.78% 1.67%
Q3 - 2016 4.05% 3.40% 4.42% 4.92%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2018 0.06% -2.14% -2.77% -0.32%
Q2 - 2018 -0.96% 4.36% 3.15% 0.06%
Q3 - 2018 0.43% 3.29% 2.44% -0.94%

Forum

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