Baroda Hybrid Equity Fund-Plan A (G)

Baroda Hybrid Equity Fund-Plan A (G)

AMC Name: Baroda Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Dipak Acharya
Fund Horizon OPEN
Inception Date 12-Sep-2003
Scheme AUM(CR) ` 555.09
Minimum SIP/LUMPSUM ` 500/ ` 1000
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,10,15,25
Entry Load 1% if Redeemed on or before 12 months.(WEF - 18th Auguest 2009).
Exit Load 1% if Redeemed on or before 12 months.(WEF - 18th Auguest 2009).
Expense Ratio 2.45

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 1.70% 3.72%
3 Month -2.20% -1.00%
6 Month -4.55% -1.03%
1 Year 1.89% 10.44%
3 Year 3.48% 11.83%
5 Year 6.12% 8.17%
Since Inception 10.95% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others