Home>Mutual Funds>Baroda Mutual Fund>Baroda Hybrid Equity Fund Bonus

Baroda Hybrid Equity Fund Bonus

Hybrid
Aggressive Hybrid
Very High Risk
45.26%
1Y return
-1.40% 1D
1M
6M
1Y
3Y
5Y
All
NAV: NANA
Min. SIP amountNA
Rating2star
Fund size₹414.50 Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns45.3%13.6%11.6%12.3%
Category average42.2%12.7%12.2%NA
Rank with in category122218NA
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Holdings (53)

NameSectorInstrumentAssets
TechnologyEquity7.8%
FinancialAdditional Tier 1 Bo6.6%
FinancialEquity6.6%
FinancialEquity5.9%
FinancialAdditional Tier 1 Bo3.5%
ConstructionEquity3.2%
Reliance Industries Ltd - Partly Paid Equity
EnergyPPE3.1%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity2.8%
FinancialEquity2.7%
Indian Railway Catering & Tourism Corporation Ltd.
ServicesEquity2.7%
See All

Pros and cons

info
Category: Hybrid Aggressive Hybrid
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Pros

Age is more than 10 years
1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
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Cons

Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Higher expense ratio - 2.53%

Expense ratio, exit load and tax

Expense ratio: 2.53%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 12 months

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Dipak Acharya
Mar 2006 - Present
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Sanjay Chawla
Nov 2015 - Present
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Pratish Krishnan
Aug 2021 - Present
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Fund house & investment objective

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Fund house contact details

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