Baroda Hybrid Equity Fund Plan B (Direct)
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.
Suitability
Capital appreciation along with stability over long term.
• Investment predominantly in equity and equity related instruments with balance exposure to money market instruments and debt securities.
Fund Info
Scheme Type
Open-ended
Scheme Category
Aggressive Allocation
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 673.49
Expense Ratio
1.61%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 12257
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Aggressive Allocation |
| Benchmark Type | Crisil Balanced Fund Index |
| Scheme AUM (in Crs.) | ₹ 673.49 |
| Expense Ratio | 1.61% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 12257 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
4.98
HDFC Bank Ltd.
Bonds
4.26
ICICI Bank Ltd.
Bonds
3.53
Yes Bank Ltd.
Equity
3.19
Axis Bank Ltd.
Equity
2.93
Muthoot Finance Ltd.
Bonds/NCD
2.82
ICICI Bank Ltd.
Equity
2.66
Maruti Suzuki India Ltd.
Equity
2.65
Shriram Transport Finance Co. Ltd.
Equity
2.51
Mphasis Ltd.
Equity
2.48
Asset Allocation(%)
Bonds
9.47
Equity
73.50
Debenture
5.18
Bonds/NCDs
4.65
Non Convertible Debenture
2.39
Sector Allocation(%)
Sector
Percent
Automobile
8.83
Technology
7.24
Chemicals
4.97
FMCG
4.83
Financial
29.24
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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