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Baroda Hybrid Equity Fund Growth-1.13%

18.49%
1 Year Return
Hybrid
Aggressive
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Hybrid Equity Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.51%
NAV₹66.58 (22 Jan 2021)
Fund Started12 Sep 2003
Fund Size425 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
18.5%
4.6%
10.7%
8.8%
Category Average
15.8%
6.2%
11.7%
-
Rank Within Category
6
25
15
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 18.5% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Age is more than 10 years
3. 1Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Risk is higher compared to the benchmark
4. Higher expense ratio
5. 1Y Returns are lower than the benchmark
6. 3Y Returns are lower than the benchmark
7. 5Y Returns are lower than the benchmark
8. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
9. Risk-adjusted returns are lower compared to the category
10. Higher expense ratio - 2.46%
11. 3Y Returns are lower than the category average returns
12. 5Y Returns are lower than the category average returns
13. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity7.1%
ICICI Bank Ltd.FinancialBonds6.6%
HDFC Bank Ltd.FinancialEquity6.1%
ICICI Bank Ltd.FinancialEquity5.3%
Bank Of BarodaFinancialDebenture3.4%
Housing Development Finance Corpn. Ltd.FinancialEquity3.3%
SBI Life Insurance Company Ltd.FinancialEquity2.5%
Dabur India Ltd.FMCGEquity2.2%
Hindalco Industries Ltd.MetalsEquity2.1%
Reliance Industries Ltd.EnergyEquity2.1%
See All

Fund Managers

Sanjay Chawla
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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 ₹425 Cr and the Latest NAV as of 22 Jan 2021 is ₹66.58.

The Baroda Hybrid Equity Fund 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

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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 1% if redeemed within 12 months
Exit Load

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About

Address
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Phone
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Launch Date
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E-mail
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Website
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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,
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