Baroda Dynamic Equity Fund Direct Growth+0.30%

20.29%
1 Year Return
Dynamic/Asset Allocation
Dynamic/Asset Allocation
6M
1Y
All

Fund Details

Baroda Dynamic Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.25%
NAV13.28 (23 Oct 2020)
Fund Started13 Nov 2018
Fund Size672 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Dynamic Equity Fund Direct Growth
20.3%
NA
NA
15.7%
Category Average
6.2%
4.3%
6.5%
-
Rank within category
1
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 20.3% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity7.6%
    ICICI Bank Ltd.FinancialEquity6.3%
    Infosys Ltd.TechnologyEquity4.3%
    HDFC Bank Ltd.FinancialEquity4.3%
    Tata Consultancy Services Ltd.TechnologyEquity3.0%
    GOISovereignGOI Sec2.9%
    Escorts Ltd.AutomobileEquity2.2%
    Bharti Airtel Ltd.CommunicationEquity2.1%
    SBI Cards & Payments Services Ltd.FinancialEquity2.1%
    Housing Development Finance Corpn. Ltd.FinancialEquity2.1%
    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

    Baroda Dynamic Equity Fund Direct Growth Details

    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 ₹672 Cr and the Latest NAV as of 23 Oct 2020 is ₹13.28.

    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.

    Investment Objective

    The scheme seeks 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.

    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

    Address
    NA
    Phone
    NA
    Launch Date
    NA
    E-mail
    NA
    Website
    NA
    Baroda Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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