Groww Logo
Home>Mutual Funds>Baroda Mutual Fund>Baroda Conservative Hybrid Fund Direct Growth

Baroda Conservative Hybrid Fund Direct Growth

Hybrid
Conservative Hybrid
Moderately High Risk
9.98%
3Y annualised
+0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Mar 2022₹32.68
Min. SIP amountNA
Rating4
Fund size₹29.48Cr

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.2%10.0%8.8%9.1%
Category average14.2%7.4%7.4%NA
Rank with in category3298NA
Understand terms

Holdings (51)

NameSectorInstrumentAssets
GOISovereignGOI Sec26.0%
Tamilnadu State
OthersSDL14.2%
Embassy Office Parks REITConstructionDebenture6.8%
Shriram City Union Finance Ltd.FinancialNCD5.1%
GOI
SovereignGOI Sec4.6%
GOI
SovereignGOI Sec3.6%
Rajasthan State
OthersSDL3.6%
Shriram Transport Finance Company Ltd.FinancialNCD3.5%
GOI
SovereignGOI Sec3.4%
GOI
SovereignCGL1.8%
See All

Pros and cons

Category: Hybrid Conservative Hybrid

Pros

3Y and 5Y annualised returns higher than category average
Higher alpha: 4.37 The fund has generated returns higher than benchmark - CRISIL Hybrid 85+15 Conservative Index - in the last 3Y
Exit load is zero
Lower expense ratio: 1.21%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

Lower AUM: 33Cr. Funds with lower AUM tend to have higher expense ratio
1Y annualised returns lower than category average by 8.54%

Expense ratio, exit load and tax

Expense ratio: 1.20%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Alok Sahoo
Jan 2021 - Present
View details

Education
Mr. Sahoo is a B.E and PGDM from XIM Bhubaneshwar.
Experience
Prior to joining Baroda BNP Paribas AMC, he has worked with UTI Mutual Fund and HSBC Mutual Fund.
Also manages these schemes

Sanjay Chawla
Jul 2021 - Present
View details

Education
Mr. Sanjay Chawla holds a Masters degree in Management Studies from BITS Pilani.
Experience
Prior to joining Baroda BNP Paribas 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.
Also manages these schemes

Pratish Krishnan
Aug 2021 - Present
View details

Education
Mr. Krishnan has done MMS in Finance
Experience
Prior to joining Baroda BNP Paribas Mutual Fund he has worked with Antique Stock Broking as Sr Analyst- IT, Telecom & Media, DSP Merrill Lynch as Vice President- Research, SBI Capital Markets as Sr. research Analyst, Cholamandalam DBS Finance LTD as Research Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
501, Raheja Titanium,Western Express Highway,Goregoan, (E) Mumbai 400063
Phone
+91 22-3074 1000
Launch Date
24 Nov 1994
Website
NA
Amc Image
Baroda Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Compare funds

Baroda Conservative Hybrid Fund Direct Growth
VS
Add mutual fund to compare

FAQs

How to Invest in Baroda Conservative Hybrid Fund Direct Growth?

You can easily invest in Baroda Conservative Hybrid Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Baroda Conservative Hybrid Fund Direct Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Baroda Conservative Hybrid Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Baroda Conservative Hybrid Fund Direct Growth provide?

The Baroda Conservative Hybrid Fund Direct Growth has been there from 02 Jan 2013 and the average annual returns provided by this fund is 4.24% since its inception.

How much expense ratio is charged by Baroda Conservative Hybrid Fund Direct Growth?

The term Expense Ratio used for Baroda Conservative Hybrid Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Baroda Conservative Hybrid Fund Direct Growth is 1.20% as of 17 May 2022...

What is the AUM of Baroda Conservative Hybrid Fund Direct Growth?

The AUM, short for Assets Under Management of Baroda Conservative Hybrid Fund Direct Growth is ₹29.48Cr as of 17 May 2022.

How to Redeem Baroda Conservative Hybrid Fund Direct Growth?

If you want to sell your Baroda Conservative Hybrid Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Baroda Conservative Hybrid Fund Direct Growth?

You can select either SIP or Lumpsum investment of Baroda Conservative Hybrid Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Baroda Conservative Hybrid Fund Direct Growth?

The NAV of Baroda Conservative Hybrid Fund Direct Growth is ₹32.68 as of 13 Mar 2022.

What is the PE and PB ratio of Baroda Conservative Hybrid Fund Direct Growth?

The PE ratio ratio of Baroda Conservative Hybrid Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Loading...
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 2.3.7
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI