Baroda Hybrid Equity Fund Plan B (Direct) Growth Option - Regular - Latest NAV [ ₹89.2832 ], Returns, Performance, Portfolio & Returns 2025

Baroda Hybrid Equity Fund Plan B (Direct) Growth Option

Very High Risk

Hybrid

3 Star

NAV as of Mar 13, 2022

89.28

0%1D Change

Returns since inception

12.51%p.a.

Very High Risk

Hybrid

3 Star

NAV as of Mar 13, 2022

89.28

0%1D Change

Returns since inception

12.51%p.a.

Baroda Hybrid Equity Fund Plan B (Direct) Growth Option

Very High Risk|Hybrid|3 Star
NAV as of Mar 13, 2022

89.28

0%1D

Returns since inception

12.51%p.a.

Returns calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund overview

  • Rating3 Star
  • Expense ratio1.78%
  • Exit Load1% within 365 days
  • AUM (Fund size)₹373.78 Crore
  • Lock-in periodNo Lock-in
  • Age12 yrs since Jan 01, 2013
  • Min. investmentSIP ₹500 & Lump. ₹5000
  • RiskVery High
  • Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
  • Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund Distribution

Top Holdings
Top Sectors
Holding NameAssets (%)
Infosys Ltd7.57%
ICICI Bank Ltd7.55%
ICICI Bank Limited7.24%
HDFC Bank Ltd4.01%
Bank Of Baroda3.78%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
DSP Equity & Bond Fund Di...₹ 8,215 Cr
291.16 | 0.66%
Very High
SBI Equity Hybrid Fund Di...₹ 74,036 Cr
326.75 | 0.60%
Very High
Edelweiss Aggressive Hybr...₹ 2,612 Cr
71.70 | 0.48%
Very High
Axis Aggresive Hybrid Fun...₹ 1,549 Cr
22.13 | 0.50%
Very High

NAV History - Baroda Hybrid Equity Fund - Plan B Direct Growth

FUND

Baroda Hybrid Equity Fund - Plan B Direct Growth

NAV (Mar 13, 2022)₹89.28
ClassHybrid | Aggressive
Inception DateJan 01, 2013
Fund ManagerSanjay Chawla, Pratish Krishnan

FUND

Baroda Hybrid Equity Fund - Plan B Direct Growth

Initial Price₹10
Min. Investment AmountSIP ₹500 and Lump. ₹5000
Exit Load1% within 365 days

Returns

1W

1M

3M

6M

1Y

3Y

Baroda Hybrid Equity2.37%-2.73%-3.15%-0.64%16.15%14.76%

About Baroda Asset Management India Limited

Baroda Asset Management India Ltd or BAML is a subsidiary of the Bank of Baroda. The fund house positions itself to serve the individuals with various investment products and help them meet their financial requirements. The fund house has several debt and equity-oriented mutual funds on offer.

Baroda Asset Management India Limited Details

  • No. of schemes28
  • Total AUM₹9,624.44 Crore
  • AddressBaroda Pioneer Asset Management Company Limited, 501 TITANIUM, 5TH Floor, Mumbai, Maharashtra, 400 063
  • Phone+91 22 30741000

Frequently Asked Questions

Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

7,556 ₹
The fund house has restricted SIP and Lumpsum (One-Time) investment in this fund right now.