Name: Baroda Hybrid Equity Fund Growth
Brand: Baroda Mutual Fund

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Baroda Hybrid Equity Fund Growth
Hybrid
Aggressive Hybrid
Very High Risk
46.15%
1Y return
+0.83% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Aug 2021₹77.56
Min. SIP Amount₹500
Rating2star
Fund Size₹404.06 Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹0 (0.00%)
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 returns46.1%10.7%11.1%12.1%
Category average42.2%12.7%12.2%NA
Rank with in category192720NA
Understand termsinfo
Holdings (49)NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity9.4%
ICICI Bank Ltd.FinancialAdditional Tier 1 Bo6.8%
HDFC Bank Ltd.FinancialEquity6.7%
ICICI Bank Ltd.FinancialEquity5.9%
Reliance Industries Ltd - Partly Paid Equity
EnergyPPE4.4%
Bank Of BarodaFinancialAdditional Tier 1 Bo3.6%
Dalmia Bharat Ltd.ConstructionEquity2.8%
Tech Mahindra Ltd.TechnologyEquity2.7%
Axis Bank Ltd.FinancialEquity2.6%
Dabur India Ltd.FMCGEquity2.5%
See All
Pros and consCategory: Hybrid Aggressive Hybrid
ProsAge is more than 10 years
ConsAsset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Higher expense ratio - 2.45%
1Y Returns are lower than the category average returns
3Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns
10Y Returns are lower than the category average returns
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. 
Expense ratio, exit load and taxExpense ratio: 2.45%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 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 termsinfo
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Fund managementDipak Acharya
Mar 2006 - Present
View Details
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Education
Mr.Acharya is M.Com., AICWA, CAIIB & PGPMS
Experience
He has been working in the investment area in the asset management industry for over 15 years now. He has been with the organization since September 2008. He was also the Fund Manager at BoB Mutual Fund from August 2003. Prior to this, Mr. Acharya was with Bank of Baroda, where he worked in the Treasury Dept. and Credit Dept for 10 years.
Also manages these schemes
Baroda Equity Linked Saving Scheme 96 IDCW
Baroda Hybrid Equity Fund Growth
Baroda Hybrid Equity Fund IDCW
Baroda Multi Cap Fund Growth
Baroda Multi Cap Fund IDCW
Baroda Large Cap Fund Growth
Baroda Large Cap Fund IDCW
Baroda Midcap Fund Growth
Baroda Midcap Fund IDCW
Baroda Banking and Financial Services Fund IDCW
Baroda Banking and Financial Services Fund Growth
Baroda Midcap Direct Fund IDCW
Baroda Hybrid Equity Fund Direct Plan IDCW
Baroda Hybrid Equity Fund Direct Plan Growth
Baroda Banking and Financial Services Direct Growth
Baroda Banking and Financial Services Direct IDCW
Baroda Equity Linked Saving Scheme 96 Direct IDCW
Baroda Multi Cap Fund Direct IDCW
Baroda Multi Cap Fund Direct Growth
Baroda Large Cap Direct Fund IDCW
Baroda Large Cap Direct Fund Growth
Baroda Midcap Direct Fund Growth
Baroda Equity Linked Saving Scheme 96 Bonus
Baroda Equity Linked Saving Scheme 96 Direct Bonus
Baroda Hybrid Equity Fund Bonus
Baroda Banking and Financial Services Fund Bonus
Baroda Equity Linked Saving Scheme 96 Growth
Baroda Equity Linked Saving Scheme 96 Direct Growth
Baroda Dynamic Equity Fund Regular Growth
Baroda Dynamic Equity Fund Direct Growth
Baroda Dynamic Equity Fund Direct IDCW
Baroda Equity Savings Fund Regular Growth
Baroda Equity Savings Fund Regular IDCW
Baroda Equity Savings Fund Direct Growth
Baroda Equity Savings Fund Direct IDCW
Sanjay Chawla
Nov 2015 - Present
View Details
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Education
Mr. Sanjay Chawla holds a Masters degree in Management Studies from BITS, Pilani.
Experience
Prior to joining Baroda 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 Equity Linked Saving Scheme 96 IDCW
Baroda Hybrid Equity Fund Growth
Baroda Hybrid Equity Fund IDCW
Baroda Multi Cap Fund Growth
Baroda Multi Cap Fund IDCW
Baroda Conservative Hybrid Fund Growth
Baroda Conservative Hybrid Fund IDCW Monthly
Baroda Conservative Hybrid Fund IDCW Quarterly
Baroda Large Cap Fund Growth
Baroda Large Cap Fund IDCW
Baroda Midcap Fund Growth
Baroda Midcap Fund IDCW
Baroda Banking and Financial Services Fund IDCW
Baroda Banking and Financial Services Fund Growth
Baroda Midcap Direct Fund IDCW
Baroda Hybrid Equity Fund Direct Plan IDCW
Baroda Hybrid Equity Fund Direct Plan Growth
Baroda Banking and Financial Services Direct Growth
Baroda Banking and Financial Services Direct IDCW
Baroda Equity Linked Saving Scheme 96 Direct IDCW
Baroda Multi Cap Fund Direct IDCW
Baroda Multi Cap Fund Direct Growth
Baroda Large Cap Direct Fund IDCW
Baroda Large Cap Direct Fund Growth
Baroda Conservative Hybrid Fund Direct Growth
Baroda Conservative Hybrid Fund Direct IDCW Monthly
Baroda Conservative Hybrid Fund Direct IDCW Quarterly
Baroda Midcap Direct Fund Growth
Baroda Equity Linked Saving Scheme 96 Bonus
Baroda Equity Linked Saving Scheme 96 Direct Bonus
Baroda Hybrid Equity Fund Bonus
Baroda Banking and Financial Services Fund Bonus
Baroda Equity Linked Saving Scheme 96 Growth
Baroda Equity Linked Saving Scheme 96 Direct Growth
Baroda Dynamic Equity Fund Regular Growth
Baroda Dynamic Equity Fund Direct Growth
Baroda Dynamic Equity Fund Direct IDCW
Baroda Large & Mid Cap Fund Regular Growth
Baroda Large & Mid Cap Fund Regular IDCW
Baroda Large & Mid Cap Fund Direct Growth
Baroda Large & Mid Cap Fund Direct IDCW
Fund house & investment objective
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Baroda Mutual Fund
Rank (total assets)NA
Total AUMNA
Date of IncorporationNA
Baroda Hybrid Equity Fund Growth is a Hybrid Mutual Fund Scheme launched by NA. This scheme was made available to investors on 04 Aug 2021. Deepak Ach
Baroda Hybrid Equity Fund Growth is a Hybrid Mutual Fund Scheme launched by NA. This scheme was made available to investors on 04 Aug 2021. Deepak Acharya, Sanjay Chawla is the Current Fund Manager of Baroda Hybrid Equity Fund Growth fund. The fund currently has an Asset Under Management(AUM) of NA Cr and the Latest NAV as of 03 Aug 2021 is ₹77.56.
The Baroda Hybrid Equity Fund Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 12 months...Read more
Investment Objective
The scheme aims to provide long term capital appreciation along with stability through a well balanced portfolio comprising of equity, equity related 
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.
...Read more
Fund benchmarkCRISIL Hybrid 35+65 Aggressive
descriptionScheme Information Document(SID)
Fund house contact details
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Address
NA
Phone
NA
Launch Date
NA
E-mail
NA
Website
NA
Baroda Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
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
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	1Y	3Y	5Y	All
Fund returns	46.1%	10.7%	11.1%	12.1%
Category average	42.2%	12.7%	12.2%	NA
Rank with in category	19	27	20	NA

Name	Sector	Instrument	Assets
Infosys Ltd.	Technology	Equity	9.4%
ICICI Bank Ltd.	Financial	Additional Tier 1 Bo	6.8%
HDFC Bank Ltd.	Financial	Equity	6.7%
ICICI Bank Ltd.	Financial	Equity	5.9%
Reliance Industries Ltd - Partly Paid Equity	Energy	PPE	4.4%
Bank Of Baroda	Financial	Additional Tier 1 Bo	3.6%
Dalmia Bharat Ltd.	Construction	Equity	2.8%
Tech Mahindra Ltd.	Technology	Equity	2.7%
Axis Bank Ltd.	Financial	Equity	2.6%
Dabur India Ltd.	FMCG	Equity	2.5%

Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹1,000

Rating	2
Fund Size	₹404.06 Cr