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Baroda Hybrid Equity Fund Bonus0.00%

49.15%
1 Year Return
Hybrid
Aggressive Hybrid
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Hybrid Equity Fund Bonus

RiskVery High
Min SIP AmountNot Supported
Expense Ratio2.43%
NAVNA
Fund Started29 Oct 2014
Fund Size408 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
49.1%
9.4%
10.9%
8.8%
Category Average
41.3%
8.1%
11.0%
-
Rank Within Category
18
29
22
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 49.1% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.43%
3. 5Y Returns are lower than the category average returns
4. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity8.2%
ICICI Bank Ltd.Financial7.0%
HDFC Bank Ltd.FinancialEquity6.4%
ICICI Bank Ltd.FinancialEquity5.8%
Reliance Industries Ltd - Partly Paid EquityEnergyPPE5.2%
Bank Of BarodaFinancial3.6%
Tech Mahindra Ltd.TechnologyEquity2.4%
Sun Pharmaceutical Inds. Ltd.HealthcareEquity2.4%
Dabur India Ltd.FMCGEquity2.4%
Hindalco Industries Ltd.MetalsEquity2.3%
See All

Fund Managers

Dipak Acharya
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Sanjay Chawla
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Baroda Hybrid Equity Fund Bonus Details

Baroda Hybrid Equity Fund Bonus is a Hybrid Mutual Fund Scheme launched by . This scheme was made available to investors on 29 Oct 2014. Deepak Acharya, Sanjay Chawla is the Current Fund Manager of Baroda Hybrid Equity Fund Bonus fund.The fund currently has an Asset Under Management(AUM) of ₹408 Cr and the Latest NAV as of is ₹0.00.

The Baroda Hybrid Equity Fund Bonus is rated Very High risk. Minimum SIP Investment is set to 500. Exit load of 1% if redeemed within 12 months

Investment Objective

The scheme aims to provide long term capital appreciation along with stability through a well balanced portfolio comprising of equity, equity related instruments, highly rated debt portfolio and money market instruments.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Exit load of 1% if redeemed within 12 months
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
Deutsche Bank
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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