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Baroda Hybrid Equity Fund Direct Plan Growth
Hybrid
Aggressive Hybrid
Very High Risk
+15.04%
3Y annualised
+0.45% 1D
NAV: 13 Mar '22
₹89.28
Min. SIP amount
Not Supported
Fund size
₹373.78 Cr
Expense ratio
1.78%
Holdings (58)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 7.57% |
| ICICI Bank Ltd. | Financial | Equity | 7.55% |
| ICICI Bank Ltd. | Financial | Additional Tier 1 Bo | 7.24% |
| HDFC Bank Ltd. | Financial | Equity | 4.01% |
| Bank Of Baroda | Financial | Additional Tier 1 Bo | 3.78% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 3.27% |
| Persistent Systems Ltd. | Technology | Equity | 3.16% |
| Reliance Industries Ltd. | Energy | Equity | 3.00% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 2.92% |
| Dabur India Ltd. | Consumer Staples | Equity | 2.64% |
| Axis Bank Ltd. | Financial | Equity | 2.38% |
| Cummins India Ltd. | Capital Goods | Equity | 2.30% |
| HCL Technologies Ltd. | Technology | Equity | 2.26% |
| Tata Power Company Ltd. | Energy | Equity | 2.09% |
| Aditya Birla Fashion and Retail Ltd. | Services | Equity | 1.80% |
| Housing Development Finance Corpn. Ltd. | Financial | Warrant | 1.77% |
| Dalmia Bharat Ltd. | Construction | Equity | 1.68% |
| Timken India Ltd. | Capital Goods | Equity | 1.63% |
| Ashok Leyland Ltd. | Automobile | Equity | 1.59% |
| Tech Mahindra Ltd. | Technology | Equity | 1.51% |
| Bharti Airtel Ltd. | Communication | Equity | 1.47% |
| HDFC Bank Ltd. | Financial | Debenture | 1.44% |
| Nestle India Ltd. | Consumer Staples | Equity | 1.42% |
| Punjab State | Others | SDL | 1.42% |
| Bank Of Baroda | Financial | Additional Tier 1 Bo | 1.39% |
| Oil & Natural Gas Corporation Ltd. | Energy | Debenture | 1.32% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.31% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.28% |
| Asian Paints Ltd. | Chemicals | Equity | 1.27% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 1.26% |
| Can Fin Homes Ltd. | Financial | Equity | 1.24% |
| Ultratech Cement Ltd. | Construction | Equity | 1.23% |
| Minda Industries Ltd. | Automobile | Equity | 1.23% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.22% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.19% |
| National Bank For Agriculture & Rural Development | Financial | NCD | 1.16% |
| Sudarshan Chemical Industries Ltd. | Chemicals | Equity | 1.15% |
| Indian Oil Corporation Ltd. | Energy | Debenture | 1.07% |
| Indusind Bank Ltd. | Financial | Equity | 1.05% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.05% |
| Brigade Enterprises Ltd. | Construction | Equity | 1.00% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.98% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.96% |
| KPIT Technologies Ltd. | Technology | Equity | 0.91% |
| Indian Energy Exchange Ltd. | Services | Equity | 0.91% |
| Motilal Oswal Home Finance Ltd. | Financial | Bonds | 0.85% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 0.74% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 0.72% |
| Bajaj Finance Ltd. | Financial | Equity | 0.56% |
| Zee Entertainment Enterprises Ltd. | Services | Equity | 0.46% |
| GOI | Sovereign | CGL | 0.38% |
| Tamilnadu State | Others | SDL | 0.28% |
| GOI | Sovereign | GOI Sec | 0.28% |
| GOI | Sovereign | GOI Sec | 0.20% |
| Bharti Airtel Ltd. Partly Paid Equity | Communication | PPE | 0.05% |
| GOI | Sovereign | CGL | 0.03% |
| GOI | Sovereign | GOI Sec | 0.01% |
| Yes Bank Ltd. | Financial | Additional Tier 1 Bo | NA |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +15.6% | +15.0% | +12.3% | +12.5% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 8 | 13 | 15 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1% if redeemed within 12 months
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct Growth | +13.59% | +19.87% | 49,640.80 | |
JM Aggressive Hybrid Fund Direct Growth | +2.26% | +19.86% | 785.33 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +8.59% | +18.36% | 3,480.41 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +8.79% | +15.94% | 4,102.00 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +6.01% | +15.34% | 2,379.64 | |
| Compare | ||||
About Baroda Hybrid Equity Fund Direct Plan Growth
Baroda Hybrid Equity Fund Direct Plan Growth is a Hybrid Mutual Fund Scheme launched by Baroda Mutual Fund. This scheme was made available to investors on 24 Nov 1994. The fund currently has an Asset Under Management(AUM) of ₹13,075 Cr and the Latest NAV as of 13 Mar 2022 is ₹89.28.
The Baroda Hybrid Equity Fund Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Exit load of 1% if redeemed within 12 months
;
Investment Objective
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.
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index
Fund house
Rank (total assets)#22 in India
Total AUM₹13,074.50 Cr
Date of Incorporation24 Nov 1994
Launch Date24 Nov 1994
Address501, Raheja Titanium,Western Express Highway,Goregoan, (E) Mumbai 400063
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,