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Baroda Conservative Hybrid Fund Growth-0.16%

13.89%
1 Year Return
Hybrid
Conservative
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Conservative Hybrid Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.14%
NAV₹29.22 (22 Jan 2021)
Fund Started08 Sep 2004
Fund Size30 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
13.9%
9.3%
9.0%
8.3%
Category Average
9.6%
5.7%
8.1%
-
Rank Within Category
5
3
9
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 13.9% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the benchmark
3. Exit load is zero
4. Age is more than 10 years
5. 1Y Returns are higher than the category average returns
6. 3Y Returns are higher than the category average returns
7. 5Y Returns are higher than the category average returns
8. 10Y Returns are higher than the category average returns
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. Higher expense ratio
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
7. Higher expense ratio - 2.06%

Top Holdings

NameSectorInstrument% Assets
GOISovereignGOI Sec43.4%
GOISovereignGOI Sec4.6%
GOISovereignGOI Sec3.6%
Muthoot Finance Ltd.FinancialBonds/NCD3.3%
GOISovereignCGL1.9%
GOISovereignGOI Sec1.8%
Hindustan Unilever Ltd.FMCGEquity1.0%
Bharti Airtel Ltd.CommunicationEquity0.8%
Dabur India Ltd.FMCGEquity0.7%
SBI Life Insurance Company Ltd.FinancialEquity0.6%
See All

Fund Managers

Alok Sahoo
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Hetal P Shah
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Baroda Conservative Hybrid Fund Growth Details

Baroda Conservative Hybrid Fund Growth is a Hybrid Mutual Fund Scheme launched by . This scheme was made available to investors on 08 Sep 2004. Hetal Shah is the Current Fund Manager of Baroda Conservative Hybrid Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹30 Cr and the Latest NAV as of 22 Jan 2021 is ₹29.22.

The Baroda Conservative Hybrid Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.

Investment Objective

The scheme aims to provide monthly income by investing 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)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Nil
Exit Load

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About

Address
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Phone
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Launch Date
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E-mail
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Website
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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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