Baroda Hybrid Equity Fund Direct Plan Growth+0.60%

2
-7.45%
1 Year Return
Hybrid
Aggressive
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Hybrid Equity Fund Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.86%
NAV55.50 (03 Jul 2020)
Fund Started02 Jan 2013
Fund Size391 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Hybrid Equity Fund Direct Plan Growth
-7.5%
0.4%
4.5%
8.4%
Category Average
-9.3%
-0.1%
4.8%
-
Rank within category
29
24
17
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -7.5% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio - 1.86%
    4. 1Y Returns are lower than the category average returns
    5. 3Y Returns are lower than the category average returns
    6. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialBonds6.9%
    Reliance Industries Ltd.EnergyEquity6.5%
    ICICI Bank Ltd.FinancialEquity5.3%
    Infosys Ltd.TechnologyEquity4.3%
    Bank Of BarodaFinancialDebenture3.6%
    Hindustan Unilever Ltd.FMCGEquity3.4%
    Bharti Airtel Ltd.CommunicationEquity3.4%
    HDFC Bank Ltd.FinancialEquity3.0%
    Divi's Laboratories Ltd.HealthcareEquity2.8%
    Escorts Ltd.AutomobileEquity2.5%
    See All

    Fund Managers

    addDipak Acharya
    Education
    Mr.Acharya is M.Com., AICWA, CAIIB & PGPMS
    Experience
    Prior to joining Baroda AMC in 2008 he has worked with BOB.
    Funds Managed
    addSanjay Chawla
    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.
    Funds Managed

    Baroda Hybrid Equity Fund Direct Plan Growth Details

    Baroda Hybrid Equity Fund Direct Plan Growth is a Hybrid Mutual Fund Scheme launched by . This scheme was made available to investors on 02 Jan 2013. Deepak Acharya, Sanjay Chawla is the Current Fund Manager of Baroda Hybrid Equity Fund Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹391 Cr and the Latest NAV as of 03 Jul 2020 is ₹55.50.

    The Baroda Hybrid Equity Fund Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 12 months

    Investment Objective

    To generate long term capital appreciation along with stability through a well balanced portfolio of equity & debt 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)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 12 months
    Exit Load

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    About

    Address
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    Phone
    NA
    Launch Date
    NA
    E-mail
    NA
    Website
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    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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