| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.85% |
| NAV | ₹62.42 (23 Oct 2020) |
|---|---|
| Fund Started | 02 Jan 2013 |
| Fund Size | ₹418 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 8.0% |
| ICICI Bank Ltd. | Financial | Equity | 6.8% |
| ICICI Bank Ltd. | Financial | Bonds | 6.6% |
| Infosys Ltd. | Technology | Equity | 5.3% |
| HDFC Bank Ltd. | Financial | Equity | 4.6% |
| Bank Of Baroda | Financial | Debenture | 3.4% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.2% |
| Tech Mahindra Ltd. | Technology | Equity | 2.8% |
| Escorts Ltd. | Automobile | Equity | 2.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.5% |
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 ₹418 Cr and the Latest NAV as of 23 Oct 2020 is ₹62.42.
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
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.
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.