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Home>Mutual Funds>Baroda Mutual Fund>Baroda Hybrid Equity Fund Direct Plan IDCW

Baroda Hybrid Equity Fund Direct Plan IDCW

Hybrid
Aggressive Hybrid
Very High Risk
Payout
20.21%
3Y annualised
+0.92% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Oct 2021₹23.73
Min. SIP amount₹500
Rating2star
Fund size₹413.57 Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns52.2%20.2%13.4%13.7%
Category average42.2%12.7%12.2%NA
Rank with in category91917NA
Understand termsinfo

Holdings (52)

NameSectorInstrumentAssets
TechnologyEquity6.7%
FinancialAdditional Tier 1 Bo6.6%
FinancialEquity6.4%
FinancialEquity6.0%
FinancialAdditional Tier 1 Bo3.5%
Reliance Industries Ltd - Partly Paid Equity
EnergyPPE3.3%
ConstructionEquity3.0%
Indian Railway Catering & Tourism Corporation Ltd.
ServicesEquity3.0%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity2.9%
TechnologyEquity2.7%
See All

Pros and cons

info
Category: Hybrid Aggressive Hybrid
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Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Lower expense ratio: 1.79%
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Cons

Lower AUM: 413Cr. Funds with lower AUM tend to have higher expense ratio
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 1.79%

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 investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Dipak Acharya
Jan 2013 - 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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