Name: Baroda Hybrid Equity Fund Direct Plan IDCW
Brand: Baroda Mutual Fund

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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
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: 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
Infosys Ltd.
TechnologyEquity6.7%
ICICI Bank Ltd.
FinancialAdditional Tier 1 Bo6.6%
ICICI Bank Ltd.
FinancialEquity6.4%
HDFC Bank Ltd.
FinancialEquity6.0%
Bank Of Baroda
FinancialAdditional Tier 1 Bo3.5%
Reliance Industries Ltd - Partly Paid Equity
EnergyPPE3.3%
Dalmia Bharat Ltd.
ConstructionEquity3.0%
Indian Railway Catering & Tourism Corporation Ltd.
ServicesEquity3.0%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity2.9%
Persistent Systems Ltd.
TechnologyEquity2.7%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and consinfo
Category: Hybrid Aggressive Hybrid
thumb_up_altPros
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Lower expense ratio: 1.79%
thumb_down_altCons
Lower AUM: 413Cr.
Funds with lower AUM tend to have higher expense ratio
Low rating: 2
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2021 - Present
1.79%
31 Aug 2021 - 30 Sep 2021
1.79%
31 Jul 2021 - 31 Aug 2021
1.79%
30 Jun 2021 - 31 Jul 2021
1.79%
31 May 2021 - 30 Jun 2021
1.81%
30 Apr 2021 - 31 May 2021
1.81%
31 Mar 2021 - 30 Apr 2021
1.82%
28 Feb 2021 - 31 Mar 2021
1.81%
31 Jan 2021 - 28 Feb 2021
1.83%
31 Dec 2020 - 31 Jan 2021
1.83%
30 Nov 2020 - 31 Dec 2020
1.84%
31 Oct 2020 - 30 Nov 2020
1.84%
30 Sep 2020 - 31 Oct 2020
1.84%
31 Aug 2020 - 30 Sep 2020
1.84%
31 Jul 2020 - 31 Aug 2020
1.84%
30 Jun 2020 - 31 Jul 2020
1.85%
31 May 2020 - 30 Jun 2020
1.86%
30 Apr 2020 - 31 May 2020
1.85%
31 Mar 2020 - 30 Apr 2020
1.85%
29 Feb 2020 - 31 Mar 2020
1.85%
31 Jan 2020 - 29 Feb 2020
1.85%
31 Dec 2019 - 31 Jan 2020
1.87%
30 Nov 2019 - 31 Dec 2019
1.64%
31 Oct 2019 - 30 Nov 2019
1.63%
30 Sep 2019 - 31 Oct 2019
1.63%
31 Aug 2019 - 30 Sep 2019
1.69%
31 Jul 2019 - 31 Aug 2019
1.69%
30 Jun 2019 - 31 Jul 2019
1.69%
31 May 2019 - 30 Jun 2019
1.69%
30 Apr 2019 - 31 May 2019
1.69%
31 Mar 2019 - 30 Apr 2019
1.71%
28 Feb 2019 - 31 Mar 2019
1.61%
31 Jan 2019 - 28 Feb 2019
1.61%
31 Dec 2018 - 31 Jan 2019
1.31%
30 Nov 2018 - 31 Dec 2018
1.43%
31 Oct 2018 - 30 Nov 2018
1.20%
30 Sep 2018 - 31 Oct 2018
1.39%
31 Aug 2018 - 30 Sep 2018
1.35%
31 Jul 2018 - 31 Aug 2018
1.35%
30 Jun 2018 - 31 Jul 2018
1.37%
31 May 2018 - 30 Jun 2018
1.52%
30 Apr 2018 - 31 May 2018
1.37%
31 Mar 2018 - 30 Apr 2018
0.34%
28 Feb 2018 - 31 Mar 2018
0.35%
31 Jan 2018 - 28 Feb 2018
0.37%
31 Dec 2017 - 31 Jan 2018
1.22%
30 Nov 2017 - 31 Dec 2017
1.68%
31 Oct 2017 - 30 Nov 2017
1.91%
Expense ratio, exit load and taxExpense ratio: 1.79%Inclusive of GST
Exit loadExit load of 1% if redeemed within 12 months
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Fund managementDipak Acharya
Jan 2013 - Present
View details
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Education
Mr.Acharya is M.Com., AICWA, CAIIB & PGPMS
Experience
He has been working in the investment area in the asset management industry for over 15 years now. He has been with the organization since September 2008. He was also the Fund Manager at BoB Mutual Fund from August 2003. Prior to this, Mr. Acharya was with Bank of Baroda, where he worked in the Treasury Dept. and Credit Dept for 10 years.
Also manages these schemes
Baroda Equity Linked Saving Scheme 96 IDCW
Baroda Hybrid Equity Fund Growth
Baroda Hybrid Equity Fund IDCW
Baroda Multi Cap Fund Growth
Baroda Multi Cap Fund IDCW
Baroda Large Cap Fund Growth
Baroda Large Cap Fund IDCW
Baroda Midcap Fund Growth
Baroda Midcap Fund IDCW
Baroda Banking and Financial Services Fund IDCW
Baroda Banking and Financial Services Fund Growth
Baroda Midcap Direct Fund IDCW
Baroda Hybrid Equity Fund Direct Plan IDCW
Baroda Hybrid Equity Fund Direct Plan Growth
Baroda Banking and Financial Services Direct Growth
Baroda Banking and Financial Services Direct IDCW
Baroda Equity Linked Saving Scheme 96 Direct IDCW
Baroda Multi Cap Fund Direct IDCW
Baroda Multi Cap Fund Direct Growth
Baroda Large Cap Direct Fund IDCW
Baroda Large Cap Direct Fund Growth
Baroda Midcap Direct Fund Growth
Baroda Equity Linked Saving Scheme 96 Bonus
Baroda Equity Linked Saving Scheme 96 Direct Bonus
Baroda Hybrid Equity Fund Bonus
Baroda Banking and Financial Services Fund Bonus
Baroda Equity Linked Saving Scheme 96 Growth
Baroda Equity Linked Saving Scheme 96 Direct Growth
Baroda Dynamic Equity Fund Regular Growth
Baroda Dynamic Equity Fund Direct Growth
Baroda Dynamic Equity Fund Direct IDCW
Baroda Equity Savings Fund Regular Growth
Baroda Equity Savings Fund Regular IDCW
Baroda Equity Savings Fund Direct Growth
Baroda Equity Savings Fund Direct IDCW
Sanjay Chawla
Nov 2015 - Present
View details
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Education
Mr. Sanjay Chawla holds a Masters degree in Management Studies from BITS, Pilani.
Experience
Prior to joining Baroda Mutual Fund, he worked as Senior Fund Manager with BSL AMC. Before joining Birla, he worked as Head of Research with SBI Capital Markets and has worked in various capacities in equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities.
Also manages these schemes
Baroda Equity Linked Saving Scheme 96 IDCW
Baroda Hybrid Equity Fund Growth
Baroda Hybrid Equity Fund IDCW
Baroda Multi Cap Fund Growth
Baroda Multi Cap Fund IDCW
Baroda Conservative Hybrid Fund Growth
Baroda Conservative Hybrid Fund IDCW Monthly
Baroda Conservative Hybrid Fund IDCW Quarterly
Baroda Large Cap Fund Growth
Baroda Large Cap Fund IDCW
Baroda Midcap Fund Growth
Baroda Midcap Fund IDCW
Baroda Banking and Financial Services Fund IDCW
Baroda Banking and Financial Services Fund Growth
Baroda Midcap Direct Fund IDCW
Baroda Hybrid Equity Fund Direct Plan IDCW
Baroda Hybrid Equity Fund Direct Plan Growth
Baroda Banking and Financial Services Direct Growth
Baroda Banking and Financial Services Direct IDCW
Baroda Equity Linked Saving Scheme 96 Direct IDCW
Baroda Multi Cap Fund Direct IDCW
Baroda Multi Cap Fund Direct Growth
Baroda Large Cap Direct Fund IDCW
Baroda Large Cap Direct Fund Growth
Baroda Conservative Hybrid Fund Direct Growth
Baroda Conservative Hybrid Fund Direct IDCW Monthly
Baroda Conservative Hybrid Fund Direct IDCW Quarterly
Baroda Midcap Direct Fund Growth
Baroda Equity Linked Saving Scheme 96 Bonus
Baroda Equity Linked Saving Scheme 96 Direct Bonus
Baroda Hybrid Equity Fund Bonus
Baroda Banking and Financial Services Fund Bonus
Baroda Equity Linked Saving Scheme 96 Growth
Baroda Equity Linked Saving Scheme 96 Direct Growth
Baroda Dynamic Equity Fund Regular Growth
Baroda Dynamic Equity Fund Direct Growth
Baroda Dynamic Equity Fund Direct IDCW
Baroda Large & Mid Cap Fund Regular Growth
Baroda Large & Mid Cap Fund Regular IDCW
Baroda Large & Mid Cap Fund Direct Growth
Baroda Large & Mid Cap Fund Direct IDCW
Pratish Krishnan
Aug 2021 - Present
View details
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Education
Mr. Krishnan has done MMS in Finance
Experience
Prior to joining Baroda Mutual Fund he has worked with Antique Stock Broking as Sr Analyst- IT, Telecom & Media, DSP Merrill Lynch as Vice President- Research, SBI Capital Markets as Sr. research Analyst, Cholamandalam DBS Finance LTD as Research Analyst.
Also manages these schemes
Baroda Gilt Fund Growth
Baroda Gilt Fund IDCW
Baroda Hybrid Equity Fund Growth
Baroda Hybrid Equity Fund IDCW
Baroda Conservative Hybrid Fund Growth
Baroda Conservative Hybrid Fund IDCW Monthly
Baroda Conservative Hybrid Fund IDCW Quarterly
Baroda Treasury Advantage Fund Regular IDCW Daily
Baroda Treasury Advantage Fund Regular IDCW Weekly
Baroda Treasury Advantage Fund Regular IDCW Monthly
Baroda Treasury Advantage Fund Growth
Baroda Treasury Advantage Fund Regular Growth
Baroda Treasury Advantage Fund IDCW Daily
Baroda Treasury Advantage Fund IDCW Weekly
Baroda Treasury Advantage Fund IDCW Quarterly
Baroda Treasury Advantage Fund IDCW Monthly
Baroda Large Cap Fund Growth
Baroda Large Cap Fund IDCW
Baroda Short Term Bond Fund Growth
Baroda Short Term Bond Fund IDCW Monthly
Baroda Midcap Fund Growth
Baroda Midcap Fund IDCW
Baroda Banking and Financial Services Fund IDCW
Baroda Banking and Financial Services Fund Growth
Baroda Dynamic Bond Fund IDCW
Baroda Dynamic Bond Fund Growth
Baroda Treasury Advantage Direct Fund IDCW Daily
Baroda Midcap Direct Fund IDCW
Baroda Hybrid Equity Fund Direct Plan IDCW
Baroda Hybrid Equity Fund Direct Plan Growth
Baroda Banking and Financial Services Direct Growth
Baroda Banking and Financial Services Direct IDCW
Baroda Dynamic Bond Direct IDCW
Baroda Dynamic Bond Direct Growth
Baroda Gilt Direct IDCW
Baroda Gilt Direct Growth
Baroda Large Cap Direct Fund IDCW
Baroda Large Cap Direct Fund Growth
Baroda Conservative Hybrid Fund Direct Growth
Baroda Conservative Hybrid Fund Direct IDCW Monthly
Baroda Conservative Hybrid Fund Direct IDCW Quarterly
Baroda Midcap Direct Fund Growth
Baroda Short Term Bond Direct Fund IDCW Monthly
Baroda Short Term Bond Direct Fund Growth
Baroda Treasury Advantage Direct Fund IDCW Weekly
Baroda Treasury Advantage Direct Fund Growth
Baroda Treasury Advantage Direct Fund IDCW Monthly
Baroda Treasury Advantage Direct Fund IDCW Quarterly
Baroda Hybrid Equity Fund Bonus
Baroda Banking and Financial Services Fund Bonus
Baroda Treasury Advantage Fund Bonus
Baroda Treasury Advantage Direct Fund Bonus
Baroda Credit Risk Fund Plan A Growth
Baroda Credit Risk Fund Plan B Direct Growth
Baroda Credit Risk Fund Plan A IDCW Monthly
Baroda Credit Risk Fund Plan A IDCW Quarterly
Baroda Credit Risk Fund Plan B Direct IDCW Monthly
Baroda Credit Risk Fund Plan B Direct IDCW Quarterly
Baroda Credit Risk Fund Plan B Direct Bonus
Baroda Short Term Bond Direct IDCW Quarterly
Baroda Short Term Bond Regular IDCW Quarterly
Baroda Ultra Short Duration Fund Regular Growth
Baroda Ultra Short Duration Fund Regular IDCW Daily
Baroda Ultra Short Duration Fund Direct Growth
Baroda Ultra Short Duration Fund Direct IDCW Daily
Baroda Dynamic Equity Fund Regular Growth
Baroda Dynamic Equity Fund Direct Growth
Baroda Dynamic Equity Fund Direct IDCW
Baroda Equity Savings Fund Regular Growth
Baroda Equity Savings Fund Regular IDCW
Baroda Equity Savings Fund Direct Growth
Baroda Equity Savings Fund Direct IDCW
Baroda Large & Mid Cap Fund Regular Growth
Baroda Large & Mid Cap Fund Regular IDCW
Baroda Large & Mid Cap Fund Direct Growth
Baroda Large & Mid Cap Fund Direct IDCW
Baroda Banking & PSU Bond Fund Regular Growth
Baroda Banking & PSU Bond Fund Regular IDCW Monthly
Baroda Banking & PSU Bond Fund Direct Growth
Baroda Banking & PSU Bond Fund Direct IDCW Monthly
Fund house & investment objective
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Baroda Mutual Fund
Rank (total assets)NA
Total AUMNA
Date of IncorporationNA
Baroda Hybrid Equity Fund Direct Plan IDCW is a Hybrid Mutual Fund Scheme launched by NA. This scheme was made available to investors on 27 Oct 2021. 
Baroda Hybrid Equity Fund Direct Plan IDCW is a Hybrid Mutual Fund Scheme launched by NA. This scheme was made available to investors on 27 Oct 2021. Deepak Acharya, Sanjay Chawla is the Current Fund Manager of Baroda Hybrid Equity Fund Direct Plan IDCW fund. The fund currently has an Asset Under Management(AUM) of NA Cr and the Latest NAV as of 26 Oct 2021 is ₹23.73.
The Baroda Hybrid Equity Fund Direct Plan IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 12 months...Read more
Investment Objective
The scheme aims to provide long term capital appreciation along with stability through a well balanced portfolio comprising of equity, equity related 
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.
...Read more
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index
descriptionScheme Information Document(SID)
Fund house contact details
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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,
Email
[email protected]
Website
www.karvymfs.com
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Baroda Hybrid Equity Fund Direct Plan IDCW
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	1Y	3Y	5Y	All
Fund returns	52.2%	20.2%	13.4%	13.7%
Category average	42.2%	12.7%	12.2%	NA
Rank with in category	9	19	17	NA

Name	Sector	Instrument	Assets
Infosys Ltd.	Technology	Equity	6.7%
ICICI Bank Ltd.	Financial	Additional Tier 1 Bo	6.6%
ICICI Bank Ltd.	Financial	Equity	6.4%
HDFC Bank Ltd.	Financial	Equity	6.0%
Bank Of Baroda	Financial	Additional Tier 1 Bo	3.5%
Reliance Industries Ltd - Partly Paid Equity	Energy	PPE	3.3%
Dalmia Bharat Ltd.	Construction	Equity	3.0%
Indian Railway Catering & Tourism Corporation Ltd.	Services	Equity	3.0%
Sun Pharmaceutical Industries Ltd.	Healthcare	Equity	2.9%
Persistent Systems Ltd.	Technology	Equity	2.7%

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

Rating	2
Fund size	₹413.57 Cr