Overview (as on 30 Jul 2021)

NAV

₹83.54

1y returns

43.688%

Fund AUM

₹404 Cr

Expense Ratio

1.79%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
25.74%
Tech
21.41%
Basic Materials
17.82%
Industrials
8.14%
Consumer
7.47%
Defensive
7.47%
Health
6.30%
Communication
3.53%
Utilities
2.12%
Size Breakup
Large Cap
69.51%
Mid Cap
25.51%
Small Cap
4.98%

Key Metrics

Yield to Maturity 

7.08%

Modified Duration 

4.19 yr

Sharpe Ratio 

0.0

Std deviation 

14.37%

Holdings

Fund Details

Investment Objectives
The scheme is targeted for long-term capital appreciation along with stability through a well balanced portfolio comprising of equity, equity related instruments, money market instrument and debt securities.
Scheme Name
Baroda Hybrid Equity Fund Plan B (Direct) Growth Option
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
01 January, 2013
Fund Manager
Dipak Acharya
Fund House Details
Fund House
Baroda Asset Management India Limited
Email
info@barodapioneer.in
Phone
+912230741001
Address
Baroda Pioneer Asset Management Company Limited,501 TITANIUM, 5TH Floor,,Western Express Highway,,Goregaon (E)

Other Related Plans

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Baroda Hybrid Equity Fund Plan B (Direct) Growt...

NAV

₹83.54

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Dipak Acharya
Dipak Acharya

leader

Qualifications
M.Com. AICWA, CAIIB and PGPMS
Work Experience
"He is an M.Com. with the added qualifications of AICWA, CAIIB and PGPMS. He is the Fund Manager for the equity schemes of Baroda Pioneer Mutual Fund and has been with the organization since September 2008. Prior to this, Mr. Acharya was with Bank of Baroda for 10 years, where he worked in the Treasury Dept. and Credit Dept"
Sanjay Chawla
Sanjay Chawla

leader

Qualifications
MMS
Work Experience
"Overall experience of 22 years with over 15 years experience in Equity Research. Prior to this, worked with SBI Capital Markets."

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