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
Exit Load1% on or before 365D, Nil after 365D
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%
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
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day-0.01%
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