Baroda Hybrid Equity Fund-Plan B-Dir (D)

Baroda Hybrid Equity Fund-Plan B-Dir (D)

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 24-Jan-2013
Scheme AUM(CR) ` 547.62
Minimum SIP/LUMPSUM ` 500/ ` 1000
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,10,15,25
Entry Load
Exit Load
Expense Ratio 1.69

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month -2.06% -2.24%
3 Month -5.98% -6.36%
6 Month -6.06% -4.02%
1 Year -7.26% -1.95%
3 Year 4.24% 8.49%
5 Year 6.14% 6.16%
Since Inception 6.15% 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