Baroda BNP Paribas celebrates dual milestone of its Aggressive Hybrid Fund
Baroda BNP Paribas Mutual Fund is marking the 8th anniversary of its Baroda BNP Paribas Aggressive Hybrid Fund with a dual achievement — the scheme’s Assets Under Management (AUM) crossing Rs.1,200 crore and delivering strong long-term performance that has consistently beaten its benchmark, the CRISIL Hybrid 35+65 – Aggressive Index.
Since inception, the scheme has delivered a CAGR of 13.05%, outperforming the benchmark over 3 years, 5 years and since inception. A Rs.100,000 investment at inception would have grown to Rs.277,441 by 31st July 2025, almost 2.8 times its original value. Meanwhile, investors who stayed consistent with a Rs.10,000 monthly SIP since the start would have accumulated around Rs.18.38 lakh, showcasing the fund’s solid wealth-building potential.
Further the scheme’s Sharpe ratio of over 1.02 highlights its ability to generate incremental returns per unit of risk. By combining equity growth potential with debt stability, the fund aims to generate both income and capital appreciation.
Diversified, risk-optimised portfolio
Managed by Senior Fund Managers Jitendra Sriram, Pratish Krishnan&Gurvinder Singh Wasan the fund maintains a 70% allocation to equity spread across large, mid and small-cap stocks, with the remaining invested in debt and quasi debt instruments to balance returns and reduce volatility. With a minimum SIP investment of just ?500, the fund makes it easy for investors to access its wealth creation potential.
Why hybrid funds work for investors
According to financial planners, hybrid funds such as the Baroda BNP Paribas Aggressive Hybrid Fund help cushion drawdowns during market declines, enabling investors to stay invested and avoid redeeming at market lows before reaching their financial goals. Registered investment advisors highlight that such funds can deliver risk-optimised returns over a medium-term investment horizon.
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