Fund Details
Baroda Hybrid Equity Fund Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.52% |
| NAV | ₹68.94 (14 May 2021) |
|---|---|
| Fund Started | 12 Sep 2003 |
| Fund Size | ₹396 Cr |
Returns
Comparison
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.52%
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns
5. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Ashok Leyland Ltd. | Automobile | Equity | 1.1% |
Fund Managers
Baroda Hybrid Equity Fund Growth Details
Baroda Hybrid Equity Fund Growth is a Hybrid Mutual Fund Scheme launched by . This scheme was made available to investors on 12 Sep 2003. 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 ₹396 Cr and the Latest NAV as of 14 May 2021 is ₹68.94.
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
Investment Objective
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.
Tax Implications
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.
