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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
BABaroda MFIDCW

Baroda Hybrid Equity Fund - IDCW

hybridHybrid - Aggressive Hybrid FundBenchmark: CRISIL Hybrid 35+65 - Aggressive Index
NAV · 13 Mar 2022₹18.81-0.01%
AUM₹374 Crfrom this fund's primary plan
Expense Ratio2.49%
CAGR—
Min SIP₹500from this fund's primary plan
Launched2003

Investment Objective

To provide long-term capital appreciation along with stability through a well-balanced portfolio comprising of equity, equity related instruments, money market instruments and debt securities.

Fund Mandate

Debt & MMI20%–35%
Equity and Equity related instruments65%–80%
Investment in REITs and InvITs0%–10%
Asset Allocation
Domestic Equity75.2%
Debt21.6%
Cash & Equivalents1.4%
Other1.8%
Stock Holdings (39) As of 28 Feb 2022 · disclosed on this fund's primary plan
39 stocks · ₹ 281 Cr
Allocation
Infosys Ltd.
7.57%
₹ 28
IT
ICICI Bank Ltd.
7.55%
₹ 28
Bank
HDFC Bank Ltd.
4.01%
₹ 15
Bank
Sun Pharmaceutical Industries Ltd.
3.27%
₹ 12
Healthcare
Persistent Systems Ltd.
3.16%
₹ 12
IT
Reliance Industries Ltd.
3.00%
₹ 11
Crude Oil
Hindalco Industries Ltd.
2.92%
₹ 11
Non - Ferrous Metals
Dabur India Ltd.
2.64%
₹ 9.86
FMCG
Axis Bank Ltd.
2.38%
₹ 8.91
Bank
Cummins India Ltd.
2.30%
₹ 8.62
Automobile & Ancillaries
Sector Allocation
Bank30.0%
IT15.4%
Healthcare6.9%
Automobile & Ancillaries6.7%
Crude Oil6.7%
Finance4.4%
FMCG4.1%
Power3.0%
Construction Materials2.9%
Non - Ferrous Metals2.9%
G-Sec2.6%
Chemicals2.4%
Others2.4%
Retailing1.8%
Telecom1.5%
Diamond & Jewellery1.2%
Infrastructure1.2%
Iron & Steel1.0%
Realty1.0%
Miscellaneous0.8%
Alcohol0.7%
Media & Entertainment0.5%
On This Page
NAV growthAsset allocationStock holdings
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Fund Managers
SC
Sanjay Chawla
Fund Manager
Key Information
2.49%
₹500from this fund's primary plan
₹5,000
1% on or before 365D, Nil after 365D
Nil
Inception09 Sep 2003
AMCBaroda MF
Trailing Returns
PeriodReturns
1 Day-0.01%
Return calculator

This fund doesn't have enough return history yet to project an investment.

Risk Metrics

Risk metrics are not available for this fund.

Fees
2.49%
1% on or before 365D, Nil after 365D
Nil
₹500from this fund's primary plan
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme