

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
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
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 Name | Assets (%) |
---|---|
Infosys Ltd | 7.57% |
ICICI Bank Ltd | 7.55% |
ICICI Bank Limited | 7.24% |
HDFC Bank Ltd | 4.01% |
Bank Of Baroda | 3.78% |
Peer Comparison
Overview
Returns
Risk Ratios
Fund Name | AUM (In Crs.) | NAV | Risk |
---|---|---|---|
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 |
Class | Hybrid | Aggressive |
Inception Date | Jan 01, 2013 |
Fund Manager | Sanjay Chawla, Pratish Krishnan |
FUND | Baroda Hybrid Equity Fund - Plan B Direct Growth |
---|---|
Initial Price | ₹10 |
Min. Investment Amount | SIP ₹500 and Lump. ₹5000 |
Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
---|---|---|---|---|---|---|
Baroda Hybrid Equity | 2.37% | -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
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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.