Baroda Hybrid Equity Fund Direct Plan IDCW

Hybrid
Aggressive Hybrid
Very High Risk
Payout
15.04%
3Y annualised
+0.45% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Mar 2022₹22.12
Min. SIP amountNot Supported
Rating3
Fund size₹373.78Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns15.6%15.0%12.3%12.5%
Category average3.4%15.2%10.0%NA
Rank with in category81315NA
Understand terms

Holdings (54)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity7.6%
ICICI Bank Ltd.FinancialEquity7.5%
ICICI Bank Ltd.FinancialAdditional Tier 1 Bo7.2%
HDFC Bank Ltd.FinancialEquity4.0%
Bank Of BarodaFinancialAdditional Tier 1 Bo3.8%
Sun Pharmaceutical Industries Ltd.HealthcareEquity3.3%
Persistent Systems Ltd.TechnologyEquity3.2%
Reliance Industries Ltd.EnergyEquity3.0%
Hindalco Industries Ltd.Metals & MiningEquity2.9%
Dabur India Ltd.Consumer StaplesEquity2.6%
See All

Expense ratio, exit load and tax

Expense ratio: 1.78%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Sanjay Chawla
Nov 2015 - Present
View details

Education
Mr. Sanjay Chawla holds a Masters degree in Management Studies from BITS Pilani.
Experience
Prior to joining Baroda BNP Paribas 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

Pratish Krishnan
Aug 2021 - Present
View details

Education
Mr. Krishnan has done MMS in Finance
Experience
Prior to joining Baroda BNP Paribas 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

Fund house & investment objective

Fund house contact details

Address
501, Raheja Titanium,Western Express Highway,Goregoan, (E) Mumbai 400063
Phone
+91 22-3074 1000
Launch Date
24 Nov 1994
Website
NA
Baroda Mutual Fund
Asset Management Company
Custodian
NA
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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