Baroda Hybrid Equity Fund(IDCW)

16.90 -0.10 (-0.59%) NAV as on 14-May-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-0.8014.6247.906.089.6911.80
Category Avg0.3816.0948.059.209.6911.86
Category Best6.846.316.0515.2214.9019.30
Category Worst-0.75-3.35-16.156.547.14-0.80

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
2021NANANA5.48
202012.129.5218.28-19.37
2019-0.86-3.233.614.20
2018-0.17-1.60-0.04-5.89
20173.854.247.7512.32
20167.856.38-6.26-2.91

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202017.1635NA
20193.572735NA
2018-7.593335NA
201731.01428NA
20164.421427NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Absolute Fund(G)235.0704-Apr-0194.9821.8917.5516.95
BNP Paribas Substantial Equity Hybrid Fund-Reg(G)16.1407-Apr-1742.6713.68-12.37
Canara Rob Equity Hybrid Fund-Reg(G)211.6330-Mar-9340.3812.2613.6811.39
ICICI Pru Equity & Debt Fund(G)178.5703-Nov-9957.8411.7914.2314.32
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.5143
Semi Standard Deviation [%]5.4864
Beta [%]0.0006
Sharp Ratio [%]0.8427
R-Square [%]0.0296
Expense Ratio [%]2.5200
AVG Ratio [%]2.2854
Other Ratios
Jenson Ratio [%]0.1432
Treynor Ratio [%]236.1543
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1149
SORTINO Ratio [%]0.4146

Return Calculator

MARKET STATS As on 14/05/2021 As on 14/05/2021

14677.80 (-0.13) 48732.55 (0.09)

TOP GAINERS

Company Price Change Gain (%)
Aaron Industries81.3513.5519.99
Kothari Petrochem38.756.4519.97

TOP LOSERS

Company Price Change Loss (%)
Cybertech Sys. &Soft141.75-19.45-12.07
Godawari Power & Isp950.90-128.25-11.88

Portfolio Comparison

MUTUAL FUND ACTIVITY