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Baroda Hybrid Equity Fund Direct Plan Growth

Hybrid
Aggressive Hybrid
Very High Risk
15.04%
3Y annualised
+0.45% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Mar 2022₹89.28
Min. SIP amountNA
Rating3
Fund size₹373.78Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns15.6%15.0%12.3%12.5%
Category average42.2%12.7%12.2%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

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

3Y and 5Y annualised returns higher than category average
Higher alpha: 2.27 The fund has generated returns higher than benchmark - CRISIL Hybrid 35+65 Aggressive Index - in the last 3Y
Lower expense ratio: 1.78%

Cons

Lower AUM: 401Cr. Funds with lower AUM tend to have higher expense ratio
1Y annualised returns lower than category average by 15.0%

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 investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

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
Amc Image
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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FAQs

How to Invest in Baroda Hybrid Equity Fund Direct Plan Growth?

You can easily invest in Baroda Hybrid Equity Fund Direct Plan Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Baroda Hybrid Equity Fund Direct Plan Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Baroda Hybrid Equity Fund Direct Plan Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Baroda Hybrid Equity Fund Direct Plan Growth provide?

The Baroda Hybrid Equity Fund Direct Plan Growth has been there from 02 Jan 2013 and the average annual returns provided by this fund is 15.64% since its inception.

How much expense ratio is charged by Baroda Hybrid Equity Fund Direct Plan Growth?

The term Expense Ratio used for Baroda Hybrid Equity Fund Direct Plan Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Baroda Hybrid Equity Fund Direct Plan Growth is 1.78% as of 22 May 2022...

What is the AUM of Baroda Hybrid Equity Fund Direct Plan Growth?

The AUM, short for Assets Under Management of Baroda Hybrid Equity Fund Direct Plan Growth is ₹373.78Cr as of 22 May 2022.

How to Redeem Baroda Hybrid Equity Fund Direct Plan Growth?

If you want to sell your Baroda Hybrid Equity Fund Direct Plan Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Baroda Hybrid Equity Fund Direct Plan Growth?

You can select either SIP or Lumpsum investment of Baroda Hybrid Equity Fund Direct Plan Growth based on your investment objective and risk tolerance.

What is the NAV of Baroda Hybrid Equity Fund Direct Plan Growth?

The NAV of Baroda Hybrid Equity Fund Direct Plan Growth is ₹89.28 as of 13 Mar 2022.

What is the PE and PB ratio of Baroda Hybrid Equity Fund Direct Plan Growth?

The PE ratio ratio of Baroda Hybrid Equity Fund Direct Plan Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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