Baroda BNP Paribas Mutual Fund Hybrid Arbitrage Fund
Expense Ratio
0.31%
AUM
₹7.01 Lakh
Plan Type
Direct
Market Cap
NA
Risk Level
Low

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
+6.97%
Good
6 Months
+6.55%
Below Average
1 Year
-0.44%
Poor
3 Years
+2.96%
Poor

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 14 quarters

AUM Metrics

Key indicators

Current AUM
₹7.01 Lakh
Recent Trend
Declining
Stability Score
16.3
Growth Assessment
Stable

Growth Performance

Historical returns

1Y
Annual Growth
+1.59%
3Y
3Y CAGR
-76.45%
5Y
5Y CAGR
N/A

Growth Assessment: Stable

• Steady growth in investor base

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
4.80%
Annualized standard deviation
Sharpe Ratio
-0.647
Very Poor - Risk-adjusted return
Max Drawdown
-6.80%
Low - Worst decline
Consistency
87.1%
Performance consistency

Volatility Breakdown

Daily Volatility
0.30%
Average daily price movement
Annualized Volatility
4.80%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance