Baroda BNP Paribas Conservative Hybrid Fund Direct Growth

Baroda BNP Paribas Conservative Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Gurvinder Wasan, Pratish Krishnan. This fund gives you the benefit of diversification.

1. Baroda BNP Paribas Conservative Hybrid Fund Direct Growth has ₹724 Cr worth of assets under management (AUM) as on Feb 2025 and is less than category average.
2. The fund has an expense ratio 0.6.
   

Baroda BNP Paribas Conservative Hybrid Fund Direct Growth has given a CAGR return of 9.60% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.04%, 8.91% and 10.04% respectively.

Baroda BNP Paribas Conservative Hybrid Fund Direct Growth has allocated its funds majorly in Corporate, Financial Services, Government, Consumer Cyclical, Industrial, Health, Basic Materials, Tech, Consumer Defensive, Cash Equivalent, Energy, Communication, Utilities.

As it is a conservative allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

The primary objective of the Scheme is to generate regular returns through investment primarily in Debt and Money Market Instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme’s assets in equity and equity related securities. However, there can be no assurance that the investment objective of the Scheme will be realized. The Scheme does not guarantee / indicate any returns.

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. Baroda BNP Paribas Conservative Hybrid Fund Direct Growth has no lock in period.