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Baroda Hybrid Equity Fund

2 Value Research
-1.37%
Change from previous, NAV as on Sep 17, 2019
Category: Hybrid: Aggressive Hybrid
Assets: R 548 crore (As on Aug 31, 2019)
Expense: 2.44% (As on Jul 31, 2019)
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Trailing Return


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Annual Return (%)
Annual Returns Quarterly Returns Monthly Returns Weekly Returns


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Best & Worst Performance Best (Period) Worst (Period)
Month 26.26   (Sep 28, 2007 - Oct 30, 2007) -26.72   (May 12, 2006 - Jun 13, 2006)
Quarter 54.55   (Mar 09, 2009 - Jun 10, 2009) -33.65   (Sep 02, 2008 - Dec 02, 2008)
Year 66.10   (Mar 09, 2009 - Mar 09, 2010) -51.12   (Jan 14, 2008 - Jan 13, 2009)
Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 4.01 10.95 -0.18 -0.28 0.88 -4.66
VR Balanced TRI 9.04 10.52 0.29 0.49 - -
Category 5.80 10.17 -0.01 -0.01 0.85 -2.78
Rank within Category 26 26 25 26 23 27
Number of funds in category 31 31 31 31 31 31
As on Aug 31, 2019. The Risk Measures have been calculated using calendar month returns for the last three years.
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund -3.84 -1.37 -0.69 -2.23 -5.83 -6.09 -8.06 3.21 5.24 8.76 7.36
VR Balanced TRI 1.57 -1.41 -1.47 -1.70 -5.44 -2.99 -1.50 8.24 7.65 10.54 9.00
Category -0.92 -1.22 -0.93 -0.73 -4.12 -3.43 -3.95 5.13 7.33 11.58 10.14
Rank within Category 35 33 14 41 40 37 32 26 23 21 18
Number of funds in category 40 44 44 44 42 42 37 30 25 23 21
As on Sep 17, 2019