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Baroda Conservative Hybrid Fund

Baroda Conservative Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

9.01

as on 13 Mar 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,957 today.

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NAV Performance

Baroda Conservative Hybrid Fund performance graph for last 3 years
Performance of Baroda Conservative Hybrid Fund for last 3 Years

Fund Information

  • ₹ 30.214

    as on 13 Mar 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 33 Cr.

    as on 31 Dec 2021
  • 2.16%

  • 02 Jan 2013

  • Hybrid - Conservative Hybrid Fund

  • Nifty 50

  • Baroda Mutual Fund

    Show All Funds

Highlights of this fund

Baroda Conservative Hybrid Fund is an Open-ended Hybrid Fund. The fund belongs to Conservative Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 02 Jan 2013. This fund is offered by one of the top AMC (Assets Management Company) Baroda Mutual Fund. You can also view here all other Hybrid funds offered by Baroda Mutual Fund.

Latest NAV of the fund is ₹ 30.214 as on 13 Mar 2022.

This fund has 9 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.16%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate regular income through investment in debt and money market instruments and also to generate long term capital appreciation by investing in a portion in equity and equity related instruments.

List of Fund Managers of Baroda Conservative Hybrid Fund

  • About Pratish Krishnan

    Picture of Pratish KrishnanMr. Krishnan has done MMS in Finance Prior to joining Baroda Mutual Fund he has worked with Antique Stock Broking as Sr Analyst- IT, Telecom & Media, DSP Merrill Lynch as Vice President- Research, SBI Capital Markets as Sr. research Analyst, Cholamandalam DBS Finance LTD as Research Analyst.
  • About Sanjay Chawla

    Picture of Sanjay ChawlaMr. Sanjay Chawla holds a Masters degree in Management Studies from BITS, Pilani. Prior to joining Baroda Mutual Fund, he worked as Senior Fund Manager with BSL AMC. Before joining Birla, he worked as Head of Research with SBI Capital Markets and has worked in various capacities in equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities.
  • About Alok Sahoo

    Picture of Alok SahooMr. Sahoo is a B.E and PGDM from XIM Bhubaneshwar. Prior to joining Baroda AMC he has worked with UTI Mutual Fund and HSBC Mutual Fund.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 3.28% 4.47% 19.84% 22.02% 16.94% 14.38% 8.49% 10.41% 27.24% 20.55% 17.87% 10.88% 9.59%
Category Average 2.37% 3.54% 2.03% 6.05% 9.61% 8.28% 6.43% 8.45% 5.42% 7.58% 8.59% 7.47% 7.72%
Baroda Conservative Hybrid Fund -1.07%₹ 9,892 -1.75%₹ 9,824 -1.21%₹ 9,879 - - - - - - - - - -
Kotak Debt Hybrid 3.00%₹ 10,300 4.36%₹ 10,435 1.05%₹ 10,104 6.03%₹ 10,602 4.89%₹ 12,314 11.96%₹ 12,535 8.56%₹ 26,169 11.33%₹ 13,816 10.64%₹ 42,225 8.49%₹ 15,035 10.00%₹ 77,169 9.79%₹ 25,475 9.55%₹ 1,96,796
Canara Robeco Conservative Hybrid Fund 2.73%₹ 10,273 4.36%₹ 10,435 1.17%₹ 10,116 3.67%₹ 10,367 3.74%₹ 12,241 8.99%₹ 11,879 6.37%₹ 25,607 9.77%₹ 13,241 8.47%₹ 40,906 7.91%₹ 14,639 8.81%₹ 74,910 8.88%₹ 23,435 8.55%₹ 1,86,619
SBI Debt Hybrid Fund 2.64%₹ 10,263 4.25%₹ 10,425 2.05%₹ 10,205 7.43%₹ 10,743 6.03%₹ 12,387 12.93%₹ 12,752 9.51%₹ 26,414 11.11%₹ 13,733 11.15%₹ 42,546 7.56%₹ 14,399 9.76%₹ 76,712 9.47%₹ 24,728 9.12%₹ 1,92,347
ICICI Prudential Regular Savings Fund 2.17%₹ 10,216 3.50%₹ 10,350 2.09%₹ 10,209 6.70%₹ 10,669 5.76%₹ 12,369 9.76%₹ 12,047 7.76%₹ 25,963 9.49%₹ 13,139 9.09%₹ 41,279 8.29%₹ 14,899 8.85%₹ 74,997 10.28%₹ 26,637 9.59%₹ 1,97,213
HDFC Hybrid Debt Fund 2.78%₹ 10,277 4.26%₹ 10,425 1.55%₹ 10,155 5.62%₹ 10,562 5.37%₹ 12,345 12.38%₹ 12,628 9.03%₹ 26,290 9.77%₹ 13,240 10.47%₹ 42,121 7.12%₹ 14,108 9.02%₹ 75,303 9.43%₹ 24,643 8.85%₹ 1,89,646

Portfolio Holdings

Portfolio holdings pattern of Baroda Conservative Hybrid Fund as on 14 Aug 2022 are listed below:

  • Equity Holdings:

    20.95%
  • Debt Holdings:

    62.59%
  • Others Holdings:

    16.46%

Top Sector Holdings of Baroda Conservative Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 3.92% ₹ 1.32 Cr.
Computers - Software 2.39% ₹ .81 Cr.
Pharmaceuticals 1.62% ₹ .54 Cr.
NBFC 1.24% ₹ .42 Cr.
Other Financial Services 0.00% ₹ .36 Cr.
Others 90.83% -

Top Stock Holdings of Baroda Conservative Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 1.10% ₹ .37 Cr.
Nippon Life India Asset Management Ltd. 0.00% ₹ .36 Cr.
Axis Bank Ltd. 1.01% ₹ .34 Cr.
HDFC Bank Ltd. 0.88% ₹ .30 Cr.
Reliance Industries Ltd. 0.88% ₹ .30 Cr.
Others 96.13% -

Top Debt Instrument Type holdings of Baroda Conservative Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
GOI 49.11% ₹ 16.50 Cr.
NCD & Bonds 13.48% ₹ 4.53 Cr.
Others 37.41% -

Top Debt Holdings of Baroda Conservative Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 49.11% ₹ 16.50 Cr.
Bond - Embassy Office Parks Reit 5.95% ₹ 2.00 Cr.
Bond - Shriram City Union Finance Ltd. 4.48% ₹ 1.51 Cr.
Bond - Shriram Transport Finance Co. Ltd. 3.05% ₹ 1.02 Cr.
Others 37.41%

Other Holdings

Holding TypeHolding Percentage
TREPS 13.19%
Net Receivables 3.27%