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 12 Dec 2024...

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 12 Dec 2024.

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).

Baroda Hybrid Equity Fund Direct Plan Growth - NAV, Mutual Fund Performance & Portfolio

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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 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 ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns15.6%15.0%12.3%12.5%
Category average23.5%14.3%17.1%NA
Rank with in category81315NA
Understand terms
Peer ComparisonHybrid, Aggressive Hybrid fundsRating1Y3YFund Size(Cr)
JM Aggressive Hybrid Fund Direct Growth
5
36.2%24.7%642.94
Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth
5
33.8%20.8%1,000.31
ICICI Prudential Equity & Debt Fund Direct Growth
5
24.5%20.3%41,395.98
Edelweiss Aggressive Hybrid Fund Direct   Growth
5
26.9%19.2%2,197.84
UTI Aggressive Hybrid Fund Direct Fund Growth
4
27.5%18.0%6,330.44
Holdings (58)NameSectorInstrumentAssets
Infosys Ltd.
TechnologyEquity7.57%
ICICI Bank Ltd.
FinancialEquity7.55%
ICICI Bank Ltd.
FinancialAdditional Tier 1 Bo7.24%
HDFC Bank Ltd.
FinancialEquity4.01%
Bank Of Baroda
FinancialAdditional Tier 1 Bo3.78%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity3.27%
Persistent Systems Ltd.
TechnologyEquity3.16%
Reliance Industries Ltd.
EnergyEquity3.00%
Hindalco Industries Ltd.
Metals & MiningEquity2.92%
Dabur India Ltd.
Consumer StaplesEquity2.64%
Axis Bank Ltd.
FinancialEquity2.38%
Cummins India Ltd.
Capital GoodsEquity2.30%
HCL Technologies Ltd.
TechnologyEquity2.26%
Tata Power Company Ltd.
EnergyEquity2.09%
Aditya Birla Fashion and Retail Ltd.
ServicesEquity1.80%
Housing Development Finance Corpn. Ltd.
FinancialWarrant1.77%
Dalmia Bharat Ltd.
ConstructionEquity1.68%
Timken India Ltd.
Capital GoodsEquity1.63%
Ashok Leyland Ltd.
AutomobileEquity1.59%
Tech Mahindra Ltd.
TechnologyEquity1.51%
Bharti Airtel Ltd.
CommunicationEquity1.47%
HDFC Bank Ltd.
FinancialDebenture1.44%
Nestle India Ltd.
Consumer StaplesEquity1.42%
Punjab State
OthersSDL1.42%
Bank Of Baroda
FinancialAdditional Tier 1 Bo1.39%
Oil & Natural Gas Corporation Ltd.
EnergyDebenture1.32%
Fortis Healthcare Ltd.
HealthcareEquity1.31%
Hindustan Petroleum Corporation Ltd.
EnergyEquity1.28%
Asian Paints Ltd.
ChemicalsEquity1.27%
Divi's Laboratories Ltd.
HealthcareEquity1.26%
Can Fin Homes Ltd.
FinancialEquity1.24%
Ultratech Cement Ltd.
ConstructionEquity1.23%
Minda Industries Ltd.
AutomobileEquity1.23%
Larsen & Toubro Ltd.
ConstructionEquity1.22%
Titan Company Ltd.
Consumer DiscretionaryEquity1.19%
National Bank For Agriculture & Rural Development
FinancialNCD1.16%
Sudarshan Chemical Industries Ltd.
ChemicalsEquity1.15%
Indian Oil Corporation Ltd.
EnergyDebenture1.07%
Indusind Bank Ltd.
FinancialEquity1.05%
Ipca Laboratories Ltd.
HealthcareEquity1.05%
Brigade Enterprises Ltd.
ConstructionEquity1.00%
Tata Steel Ltd.
Metals & MiningEquity0.98%
Bajaj Finserv Ltd.
FinancialEquity0.96%
KPIT Technologies Ltd.
TechnologyEquity0.91%
Indian Energy Exchange Ltd.
ServicesEquity0.91%
Motilal Oswal Home Finance Ltd.
FinancialBonds0.85%
Indian Railway Finance Corporation Ltd.
FinancialBonds0.74%
Radico Khaitan Ltd.
Consumer StaplesEquity0.72%
Bajaj Finance Ltd.
FinancialEquity0.56%
Zee Entertainment Enterprises Ltd.
ServicesEquity0.46%
GOI
SovereignCGL0.38%
Tamilnadu State
OthersSDL0.28%
GOI
SovereignGOI Sec0.28%
GOI
SovereignGOI Sec0.20%
Bharti Airtel Ltd. Partly Paid Equity
CommunicationPPE0.05%
GOI
SovereignCGL0.03%
GOI
SovereignGOI Sec0.01%
Yes Bank Ltd.
FinancialAdditional Tier 1 Bo0.00%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
28 Feb 2022 - Present
1.78%
28 Feb 2022 - 28 Feb 2022
1.78%
28 Feb 2022 - 28 Feb 2022
1.78%
31 Jan 2022 - 28 Feb 2022
1.78%
31 Jan 2022 - 31 Jan 2022
1.78%
31 Dec 2021 - 31 Jan 2022
1.78%
31 Dec 2021 - 31 Dec 2021
1.78%
30 Nov 2021 - 31 Dec 2021
1.78%
31 Oct 2021 - 30 Nov 2021
1.79%
30 Sep 2021 - 31 Oct 2021
1.79%
31 Aug 2021 - 30 Sep 2021
1.79%
31 Jul 2021 - 31 Aug 2021
1.79%
30 Jun 2021 - 31 Jul 2021
1.79%
31 May 2021 - 30 Jun 2021
1.81%
30 Apr 2021 - 31 May 2021
1.81%
31 Mar 2021 - 30 Apr 2021
1.82%
28 Feb 2021 - 31 Mar 2021
1.81%
31 Jan 2021 - 28 Feb 2021
1.83%
31 Dec 2020 - 31 Jan 2021
1.83%
30 Nov 2020 - 31 Dec 2020
1.84%
31 Oct 2020 - 30 Nov 2020
1.84%
30 Sep 2020 - 31 Oct 2020
1.84%
31 Aug 2020 - 30 Sep 2020
1.84%
31 Jul 2020 - 31 Aug 2020
1.84%
30 Jun 2020 - 31 Jul 2020
1.85%
31 May 2020 - 30 Jun 2020
1.86%
30 Apr 2020 - 31 May 2020
1.85%
31 Mar 2020 - 30 Apr 2020
1.85%
29 Feb 2020 - 31 Mar 2020
1.85%
31 Jan 2020 - 29 Feb 2020
1.85%
31 Dec 2019 - 31 Jan 2020
1.87%
30 Nov 2019 - 31 Dec 2019
1.64%
31 Oct 2019 - 30 Nov 2019
1.63%
30 Sep 2019 - 31 Oct 2019
1.63%
31 Aug 2019 - 30 Sep 2019
1.69%
31 Jul 2019 - 31 Aug 2019
1.69%
30 Jun 2019 - 31 Jul 2019
1.69%
31 May 2019 - 30 Jun 2019
1.69%
30 Apr 2019 - 31 May 2019
1.69%
31 Mar 2019 - 30 Apr 2019
1.71%
28 Feb 2019 - 31 Mar 2019
1.61%
31 Jan 2019 - 28 Feb 2019
1.61%
31 Dec 2018 - 31 Jan 2019
1.31%
30 Nov 2018 - 31 Dec 2018
1.43%
31 Oct 2018 - 30 Nov 2018
1.20%
30 Sep 2018 - 31 Oct 2018
1.39%
31 Aug 2018 - 30 Sep 2018
1.35%
31 Jul 2018 - 31 Aug 2018
1.35%
30 Jun 2018 - 31 Jul 2018
1.37%
31 May 2018 - 30 Jun 2018
1.52%
30 Apr 2018 - 31 May 2018
1.37%
31 Mar 2018 - 30 Apr 2018
0.34%
28 Feb 2018 - 31 Mar 2018
0.35%
31 Jan 2018 - 28 Feb 2018
0.37%
31 Dec 2017 - 31 Jan 2018
1.22%
30 Nov 2017 - 31 Dec 2017
1.68%
31 Oct 2017 - 30 Nov 2017
1.91%
Expense ratio, exit load and taxExpense ratio: 1.78%Inclusive of GST
Exit loadExit load of 1% if redeemed within 12 months
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementSanjay 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
Baroda Hybrid Equity Fund Direct Plan Growth
Baroda BNP Paribas Banking and Financial Services Direct Growth
Baroda BNP Paribas Multi Cap Fund Direct Growth
Baroda Large Cap Direct Fund Growth
Baroda Conservative Hybrid Fund Direct Growth
Baroda Midcap Direct Fund Growth
Baroda Equity Linked Saving Scheme 96 Direct  Growth
Baroda BNP Paribas Balanced Advantage Fund Direct   Growth
Baroda BNP Paribas Large & Mid Cap Fund Direct   Growth
Baroda BNP Paribas Business Cycle Fund Direct   Growth
Baroda BNP Paribas ELSS Tax Saver Direct Growth
Baroda BNP Paribas Focused Fund Direct   Growth
Baroda BNP Paribas Flexi Cap Fund Direct   Growth
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
Baroda Hybrid Equity Fund Direct Plan Growth
Baroda BNP Paribas Banking and Financial Services Direct Growth
Baroda Dynamic Bond Direct Growth
Baroda BNP Paribas Gilt Direct Growth
Baroda Large Cap Direct Fund Growth
Baroda Conservative Hybrid Fund Direct Growth
Baroda Midcap Direct Fund Growth
Baroda BNP Paribas Short Duration Direct Fund Growth
Baroda Treasury Advantage Direct Fund Growth
Baroda BNP Paribas Credit Risk Fund Direct Growth
Baroda BNP Paribas Ultra Short Duration Fund Direct   Growth
Baroda BNP Paribas Balanced Advantage Fund Direct   Growth
Baroda BNP Paribas Equity Savings Fund Direct   Growth
Baroda BNP Paribas Large & Mid Cap Fund Direct   Growth
Baroda BNP Paribas Banking & PSU Bond Fund Direct   Growth
Baroda BNP Paribas Business Cycle Fund Direct   Growth
Baroda BNP Paribas ELSS Tax Saver Direct Growth
Baroda BNP Paribas Conservative Hybrid Fund Direct Growth
Baroda BNP Paribas Aggressive Hybrid Fund Direct   Growth
Baroda BNP Paribas Multi Asset Fund Direct   Growth
Fund house & investment objective
Baroda Mutual Fund
Rank (total assets)#22 in India
Total AUM₹13,074.50Cr
Date of Incorporation24 Nov 1994
    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.     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 ₹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 ObjectiveThe 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
Scheme Information Document(SID)
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
E-mail
[email protected]
Website
www.barodapioneer.in
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Baroda Hybrid Equity Fund Direct Plan Growth
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	15.6%	15.0%	12.3%	12.5%
Category average	23.5%	14.3%	17.1%	NA
Rank with in category	8	13	15	NA

Hybrid, Aggressive Hybrid funds	Rating	1Y	3Y	Fund Size(Cr)
JM Aggressive Hybrid Fund Direct Growth	5	36.2%	24.7%	642.94
Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth	5	33.8%	20.8%	1,000.31
ICICI Prudential Equity & Debt Fund Direct Growth	5	24.5%	20.3%	41,395.98
Edelweiss Aggressive Hybrid Fund Direct Growth	5	26.9%	19.2%	2,197.84
UTI Aggressive Hybrid Fund Direct Fund Growth	4	27.5%	18.0%	6,330.44

Name	Sector	Instrument	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	0.00%

Rank (total assets)	#22 in India
Total AUM	₹13,074.50Cr

Date of Incorporation	24 Nov 1994

Fund benchmark	CRISIL Hybrid 35+65 Aggressive Index

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Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Baroda Hybrid Equity Fund Direct Plan Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Peer Comparison

Holdings (58)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.78%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Sanjay ChawlaNov 2015 - PresentView details

Pratish KrishnanAug 2021 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Sanjay Chawla
Nov 2015 - Present
View details

Pratish Krishnan
Aug 2021 - Present
View details