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Baroda BNP Paribas Hybrid Mutual Funds

Baroda BNP Paribas Hybrid Mutual Fund is a hybrid mutual fund investment plan that was launched in 2017. As of 2022, it has over Rs. 800 crore worth of assets under its management, making it a medium sized mutual fund of its category. Presently, the fund allocates 73% of its corpus to equity and 23% to debt options. Since its launch, it has delivered an annual return of 13.88% on average. The returns from this fund from the previous are 1.14%. This fund is mainly invested in equity options from the Financial, Technology, Energy, Construction, and Service sectors. The fund has consistently doubled the investment amount every six years. Some of the major holdings of this fund are Larsen & Toubro Ltd, Infosys Ltd, Reliance Industries Ltd, ICICI Bank Ltd, and HDFC Bank Ltd. Let’s take a look at some of the details of this mutual fund scheme.

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Hybrid

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Result Showing 1-10 of 30 Mutual Funds

    Mutual Fund Schemes
    Category
    5Y Returns
    AUM
    (in Cr.)
    Compare
    hybrid
    13%
    ₹787

    Add to Compare

    hybrid
    13%
    ₹787

    Add to Compare

    hybrid
    11%
    ₹787

    Add to Compare

    hybrid
    7%
    ₹510

    Add to Compare

    hybrid
    6%
    ₹510

    Add to Compare

    hybrid
    6%
    ₹510

    Add to Compare

    Result Showing 1-10 of 30 Mutual Funds

    Investment Objective

    This is an open ended fund in which the top ten of the holdings constitute 43.81% of the total fund value. The main aim of this fund is to generate returns and capital appreciation through investment in equity and equity-related securities and fixed income options. The fund employs a growth oriented style of investment and invests across multiple market capitalisations. The fund manager conducts an in-depth analysis of the market to select the stocks best suited for generating returns in line with other mutual fund schemes in its category. This scheme has no minimum lock-in period for investment.

    Risks Involved in Baroda BNP Paribas Hybrid Mutual Funds

    The Baroda BNP Paribas Hybrid  Mutual Fund is protected against the volatility of the market owing to their decent exposure to debt securities. At the same time, these funds are riskier than purely debt oriented funds. Because of the greater allocation to debt instruments, conservative debt hybrid funds have a moderate level of risk as compared to other schemes in this category. 

    On the other hand, aggressive hybrid funds have a higher risk exposure due to the extensive investment in stocks. But they also have the potential to provide high risk-adjusted returns. To increase your returns, you can always invest in balanced advantage funds, in which your portfolio will align with the underlying movement of interest rates. If you want exposure to multiple asset categories, you might want to consider multi-asset allocation funds.

    Who Should Invest in Baroda BNP Paribas Hybrid Mutual Funds

    Balanced mutual funds offer a healthy balance of stock options along with the cushion of debt instruments. In certain cases, the investor may also seek exposure to the money and gold market. These schemes may be best suited for investors who want to stay invested for a minimum period of five years. This holds especially true for mid cap stocks and long duration bonds where having a long investment horizon can help you achieve the fund’s true potential. Further, a comparatively stable asset allocation offers a combination of safety, wealth creation, and income. 

    Retirees who have a moderate appetite for risk should consider investing in balanced funds to gain inflation-negating returns and provide security to their retirement corpus. Long term investors falling in higher tax brackets can allot a part of their portfolio to balanced funds with an equity component of at least 65%. This may also lower their tax liability as long term capital gains up to an amount of Rs. 1 lakh are exempt from taxation and any gains exceeding this limit will be taxed at 10%. 

    Things To Consider Before Investing in Baroda BNP Paribas Hybrid Mutual Funds 

    Before you make your final investment decision about Baroda BNP Paribas Hybrid Mutual Fund, you need to have a detailed understanding of the underlying investment. You should study the instruments in which the fund has invested and determine if they are in line with your appetite for risk and investment objectives. A balanced fund which is more inclined towards long duration bonds and mid cap tools might be a riskier investment for those seeking to tread lightly.

    If you wish to save capital over a longer period of time, then you might want to consider investing in a balanced fund which invests in large cap stocks and high rated bonds. Further, you may want to compare schemes on the basis of returns so that you can choose a fund that can generate consistent returns.

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    Frequently Asked Questions (FAQs)

    How are the returns of Baroda BNP Paribas Aggressive Hybrid Fund ?

    This is a five year old fund that has provided an average annual return of 13.85% since its inception. Its previous year return is 1.75%, three year returns is 15.74%, and five year returns is 13.71%.

    What is the current NAV of Baroda BNP Paribas Aggressive Hybrid Fund?

    The Net Value Asset of the mutual fund is the per unit price in a scheme. It is prone to fluctuation every day. The current NAV (Net Asset Value) of Baroda BNP Paribas Aggressive Hybrid Fund is 20.7.

    How much does Baroda BNP Paribas Aggressive Hybrid Fund charge as expense ratio?

    The expense ratio of a fund is the amount that the Asset Management Company charges for managing the fund. The current expense ratio of this fund is 0.61%.

    What are the top stock holdings of Baroda BNP Paribas Aggressive Hybrid Fund?

    The top holdings of this investment scheme are ICICI Bank Ltd., HDFC Bank Ltd., Reliance Industries Ltd, Larsen & Toubro Ltd., and ITC Ltd.