Baroda Hybrid Equity Fund Growth-0.24%

2Groww
4.47%
1 Year Return
Hybrid
Aggressive
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Hybrid Equity Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.45%
NAV55.11 (05 Dec 2019)
Fund Started12 Sep 2003
Fund Size556 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Hybrid Equity Fund Growth
4.5%
6.8%
5.5%
11.1%
Category Average
0.5%
6.2%
7.7%
-
Rank within category
33
27
23
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 4.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.8%
    ICICI Bank Ltd.FinancialEquity6.0%
    Housing Development Finance Corpn. Ltd.FinancialEquity5.9%
    ICICI Bank Ltd.FinancialBonds4.5%
    Reliance Industries Ltd.EnergyEquity3.4%
    Tata Consultancy Services Ltd.TechnologyEquity3.1%
    Larsen & Toubro Ltd.ConstructionEquity3.0%
    Infosys Ltd.TechnologyEquity2.8%
    State Bank of IndiaFinancialEquity2.8%
    City Union Bank Ltd.FinancialEquity2.7%
    See All

    Fund Managers

    addDipak Acharya
    Education
    Mr.Acharya is M.Com., AICWA, CAIIB & PGPMS
    Experience
    Prior to joining Baroda AMC in 2008 he has worked with BOB.
    Funds Managed
    addSanjay Chawla
    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.
    Funds Managed

    Other Details

    Baroda Hybrid Equity Fund Growth is a Hybrid Mutual Fund Scheme launched by . This scheme was introduced to investors on 12 Sep 2003. Deepak Acharya, Sanjay Chawla is the Current Fund Manager of Baroda Hybrid Equity Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹556 Cr and the Latest NAV as of 05 Dec 2019 is ₹55.11.

    The Baroda Hybrid Equity Fund Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 12 months.

    Investment Objective

    To generate long term capital appreciation along with stability through a well balanced portfolio of equity & debt 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

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    Website
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    Baroda Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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