Baroda Hybrid Equity Fund Growth+0.20%

2.55%
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 Ratio2.48%
NAV55.07 (30 Sep 2020)
Fund Started12 Sep 2003
Fund Size428 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Hybrid Equity Fund Growth
2.5%
0.7%
5.3%
10.5%
Category Average
1.2%
2.7%
6.5%
-
Rank within category
15
27
17
-
*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 2.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    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

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity7.8%
    Reliance Industries Ltd.EnergyEquity7.3%
    ICICI Bank Ltd.FinancialBonds6.5%
    Infosys Ltd.TechnologyEquity4.8%
    HDFC Bank Ltd.FinancialEquity4.7%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.4%
    Bank Of BarodaFinancialDebenture3.3%
    Hindustan Unilever Ltd.FMCGEquity3.2%
    Bharti Airtel Ltd.CommunicationEquity2.9%
    Divi's Laboratories Ltd.HealthcareEquity2.6%
    See All

    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 ₹428 Cr and the Latest NAV as of 30 Sep 2020 is ₹55.07.

    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

    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
    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,
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