| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.20% |
| NAV | ₹11.67 (03 Jul 2020) |
|---|---|
| Fund Started | 13 Nov 2018 |
| Fund Size | ₹535 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 6.2% |
| Hindustan Unilever Ltd. | FMCG | Equity | 4.4% |
| ICICI Bank Ltd. | Financial | Equity | 3.9% |
| Infosys Ltd. | Technology | Equity | 3.9% |
| Bharti Airtel Ltd. | Communication | Equity | 3.5% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 2.9% |
| Bank Of Baroda | Financial | NCD | 2.6% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.6% |
| HDFC Bank Ltd. | Financial | Equity | 2.5% |
| Reliance Industries Ltd. | Energy | NCD | 2.3% |
Baroda Dynamic Equity Fund Direct Growth is a Dynamic/Asset Allocation Mutual Fund Scheme launched by . This scheme was made available to investors on 13 Nov 2018. Alok Kumar Sahoo, Sanjay Chawla is the Current Fund Manager of Baroda Dynamic Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹535 Cr and the Latest NAV as of 03 Jul 2020 is ₹11.67.
The Baroda Dynamic Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year.
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.