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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%)

Returns and rankings

Category: 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 cons

Category: Hybrid Aggressive Hybrid

Pros

  • Age is more than 10 years

Cons

  • Asset 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

Expense ratio, exit load and tax

Expense ratio: 2.45%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 12 months

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Dipak Acharya
Mar 2006 - Present
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Sanjay Chawla
Nov 2015 - Present
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Fund house & investment objective

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Fund house contact details

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