Baroda Hybrid Equity Fund Plan B (Direct) Growth Option
Baroda Hybrid Equity Fund Plan B (Direct) Growth Option

Baroda Hybrid Equity Fund Plan B (Direct) Growth Option

Hybrid
Direct
Very High Risk
Aggressive Allocation

NAV: ₹ 95.81 as on 19-10-2021

Fund Overview

Expense ratio
Expense ratio
1.79%
Benchmark
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM
AUM
₹414 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹5000/₹1500
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
74.05%

Fund Distribution

  • Equity 77.9%
  • Debt & Cash 22.1%
Size breakup
Large cap
75.03%
Mid cap
22.17%
Small cap
2.81%
Sector Allocation
Financial Services
27.7%
Tech
19.4%
Basic Materials
17.3%
Industrial
11.3%
Health
8.2%
Defensive
7.7%
Cyclical
2.7%
Utilities
2.7%
Communication
1.9%
Energy
1%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings59
Equity Holdings41
Debt Holdings18

Fund Highlights

Fund Manager

Fund Manager

Sanjay Chawla
About the fund

About the fund

This fund has delivered an average annual returns of 13.99% since inception which is more than its category average return of 13.62%
Fund Allocations

Fund Allocations

This fund has an allocation of 77.9% in Equity, 18.6% in Debt and 3.5% in Cash related instruments
AUM size ₹414 Cr

AUM size ₹414 Cr

This fund has AUM of ₹414 Cr which is less than its category average of ₹ 3335 Cr
Expense Ratio 1.79%

Expense Ratio 1.79%

This fund has an expense ratio of 1.79% which is more than its category average expense ratio of 1.59%

AMC details

Fund House
Baroda Asset Management India Limited
Email
info@barodapioneer.in
Phone
+912230741000
Address
Baroda Pioneer Asset Management Company Limited,501 TITANIUM, 5TH Floor,,Western Express Highway,,Goregaon (E)
We are a SEBI registered investement advisor