Baroda Dynamic Equity Fund Direct Growth+0.37%

4Groww
0.00%
1 Year Return
Dynamic/Asset Allocation
Dynamic/Asset Allocation
null.0 star
6M
All

Fund Details

Baroda Dynamic Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.00%
NAV10.81 (11 Oct 2019)
Fund Started13 Nov 2018
Fund Size390 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Dynamic Equity Fund Direct Growth
NA
NA
NA
8.1%
Category Average
2.5%
5.9%
7.0%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 9.9% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Export-Import Bank Of IndiaFinancialBonds6.4%
    Reliance Industries Ltd.EnergyEquity5.4%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.5%
    ICICI Bank Ltd.FinancialEquity3.4%
    Petronet LNG Ltd.EnergyEquity2.7%
    HDB Financial Services Ltd.FinancialCP2.7%
    National Highways Authority of India Ltd.ServicesNCD2.3%
    Tata Consultancy Services Ltd.TechnologyEquity2.3%
    Nestle India Ltd.FMCGEquity2.3%
    HDFC Bank Ltd.FinancialEquity2.3%
    See All

    Fund Managers

    addAlok Sahoo
    Education
    Mr. Sahoo is a B.E and PGDM from XIM Bhubaneshwar.
    Experience
    Prior to joining Baroda AMC he has worked with UTI Mutual Fund and HSBC Mutual Fund.
    Funds Managed
    addDipak Acharya
    Education
    Mr.Acharya is M.Com., AICWA, CAIIB & PGPMS
    Experience
    Prior to joining Baroda AMC in 2008 he has worked with BOB.
    Funds Managed
    addSanjay Chawla
    Education
    Mr. Sanjay Chawla holds a Masters degree in Management Studies from BITS, Pilani.
    Experience
    Prior to joining Baroda Mutual Fund, he worked as Senior Fund Manager with BSL AMC. Before joining Birla, he worked as Head of Research with SBI Capital Markets and has worked in various capacities in equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities.
    Funds Managed

    Other Details

    Baroda Dynamic Equity Fund Direct Growth is a Dynamic/Asset Allocation Mutual Fund Scheme launched by Baroda Mutual Fund. This scheme was introduced to investors on 13 Nov 2018. Alok Kumar Sahoo, Sanjay Chawla is the Current Fund Manager of Baroda Dynamic Equity Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹390 Cr and the Latest NAV as of 11 Oct 2019 is ₹10.81.

    The Baroda Dynamic Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year..

    Investment Objective

    The primary objective of the Scheme is to generate capital appreciation by investing in a portfolio of equity or equity linked securities while the secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year.
    Exit Load

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    About Baroda Mutual Fund

    Address
    501, Raheja Titanium,Western Express Highway,Goregoan, (E) Mumbai 400063
    Phone
    +91 (22) 3074 1000
    Launch Date
    29 Oct 1992
    Website
    NA
    Baroda Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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