Baroda Conservative Hybrid Fund Direct Growth+0.02%

4Groww
13.87%
1 Year Return
Hybrid
Conservative
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Conservative Hybrid Fund Direct Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio1.15%
NAV26.97 (11 Nov 2019)
Fund Started02 Jan 2013
Fund Size27 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Conservative Hybrid Fund Direct Growth
13.9%
8.1%
8.6%
9.2%
Category Average
5.2%
5.1%
2.7%
-
Rank within category
1
5
9
-
*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 13.9% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. 5Y Returns are higher than the benchmark
    3. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark
    3. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec4.9%
    GOISovereignGOI Sec3.9%
    Housing Development Finance Corpn. Ltd.FinancialEquity2.8%
    HDFC Bank Ltd.FinancialEquity2.2%
    GOISovereignCGL2.0%
    GOISovereignGOI Sec1.9%
    Infosys Ltd.TechnologyEquity1.8%
    ICICI Bank Ltd.FinancialEquity1.4%
    Bajaj Finance Ltd.FinancialEquity1.1%
    Larsen & Toubro Ltd.ConstructionEquity0.8%
    See All

    Fund Managers

    addHetal P Shah
    Education
    Ms. Hetal P. Shah is a B.Com, MBA, and JAIIB.
    Experience
    Prior to joining Baroda AMC she has worked with Bank of India from may 1999.
    Funds Managed

    Other Details

    Baroda Conservative Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by . This scheme was introduced to investors on 02 Jan 2013. Hetal Shah is the Current Fund Manager of Baroda Conservative Hybrid Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹27 Cr and the Latest NAV as of 11 Nov 2019 is ₹26.97.

    The Baroda Conservative Hybrid Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 200000. Nil.

    Investment Objective

    To generate regular income through investment in debt and money market instruments and also to generate long-term capital appreciation by investing a portion in equity and equity related instruments.

    Tax Implications

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

    Scheme Information Document(SID)

    ₹200000
    Min for First Investment
    ₹200000
    Min for Second Investment
    Nil
    Exit Load

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    About

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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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