| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.25% |
| NAV | ₹13.28 (23 Oct 2020) |
|---|---|
| Fund Started | 13 Nov 2018 |
| Fund Size | ₹672 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 7.6% |
| ICICI Bank Ltd. | Financial | Equity | 6.3% |
| Infosys Ltd. | Technology | Equity | 4.3% |
| HDFC Bank Ltd. | Financial | Equity | 4.3% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.0% |
| GOI | Sovereign | GOI Sec | 2.9% |
| Escorts Ltd. | Automobile | Equity | 2.2% |
| Bharti Airtel Ltd. | Communication | Equity | 2.1% |
| SBI Cards & Payments Services Ltd. | Financial | Equity | 2.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.1% |
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.
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.