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BARODA HYBRID EQUITY FUND - Plan B (Direct) - Growth Option (defunct)

Baroda BNP Paribas Mutual Fund · Hybrid · mandate: 65–80% equity, rest debt · benchmark: —
AUM (all plans)
CAGR (full)
20.6%
Sharpe (full)
1.37
Sharpe (bull ≤Sep-24)
Sharpe (sideways Oct-24→)
Max drawdown
-21.7%
Months of data
109
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

201320142015201620172018201920202021202291217342Fund (NAV=100)Risk-free 6%/yrCategory median (Aggressive Hybrid Fund)

Drawdown

2013201420152016201720182019202020212022-22-110Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY22*18.7%4.6%1.3711
FY230
FY240
FY250
FY260
FY27*0
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-4.8+0.1+3.4+0.5-1.4-2.0-4.2+4.1+8.7-0.7+2.3+5.5
2014-2.8+2.9+5.2+0.2+9.7+5.3-0.9+2.5+1.4+3.1+2.8-2.1+30.3
2015+4.6+1.0-0.0-2.3+1.9-0.3+3.3-4.2+0.0+0.1+0.3-0.2+4.0
2016-4.3-6.3+8.5+2.9+2.3+2.7+3.7+2.7+0.2+1.7-4.6-3.0+5.6
2017+5.6+3.0+3.7+4.5-0.3+0.1+4.3+0.4-0.1+4.0+0.6+3.3+33.0
2018-1.3-2.6-1.6+5.5-2.5-2.6+4.2+2.3-7.4-3.1+2.7+0.8-6.1
2019-0.2-0.4+5.1-0.1+1.5-2.0-4.6-0.9+2.7+2.9+0.3+0.6+4.4
2020+1.6-3.1-18.0+8.2-1.6+5.4+6.5+2.7+0.3+1.8+9.3+6.5+17.8
2021-1.3+6.0+1.0+0.5+4.6+2.1+3.9+5.1+3.2+2.0-2.3+3.3+31.4
2022-1.7-2.8-4.5

Quarterly average AUM & estimated net flows

2013201420152016201720182019202020210816AUM (quarter avg), ₹cr
-75
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.