| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.86% |
| NAV | ₹55.50 (03 Jul 2020) |
|---|---|
| Fund Started | 02 Jan 2013 |
| Fund Size | ₹391 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Bonds | 6.9% |
| Reliance Industries Ltd. | Energy | Equity | 6.5% |
| ICICI Bank Ltd. | Financial | Equity | 5.3% |
| Infosys Ltd. | Technology | Equity | 4.3% |
| Bank Of Baroda | Financial | Debenture | 3.6% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.4% |
| Bharti Airtel Ltd. | Communication | Equity | 3.4% |
| HDFC Bank Ltd. | Financial | Equity | 3.0% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 2.8% |
| Escorts Ltd. | Automobile | 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 ₹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
To generate long term capital appreciation along with stability through a well balanced portfolio of equity & debt 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.