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Baroda Hybrid Equity Fund - Direct Plan

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 Class	Hybrid
Scheme Category	Aggressive Allocation
Expense Ratio	1.86%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 402
AMC AUM (in Crs.)	₹ 11,320
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Hybrid 35+65 - Agg TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-12) months. No Exit load, if redeemed after 12 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Hybrid Equity Fund - Direct Plan	1000	1000	9.29%
b"Aditya Birla Sun Life Equity Hybrid 95 Fund" - Direct Plan	1000	1000	8.66%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	11.84%
SBI Equity Hybrid Fund - Direct Plan	1000	1000	13.32%
Canara Robeco Equity Hybrid Fund - Direct Plan	0	1000	14.95%
Mirae Asset Hybrid Equity Fund - Direct Plan	1000	1000	14.52%
Nippon India Equity Hybrid Fund - Direct Plan	500	500	2.9%
L&T Hybrid Equity Fund - Direct Plan	1000	1000	9.42%
b"Aditya Birla Sun Life Equity Hybrid 95 Fund" - Direct Plan	1000	1000	8.66%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	11.84%
Principal Hybrid Equity Fund - Direct Plan	1000	1000	10.09%
DSP Equity & Bond Fund - Direct Plan	1000	1000	13.77%

Top 10 Holdings

Company	Holding Type	Asset(%)
Infosys Ltd	Equity	7
ICICI Bank Limited	Bond - Corporate Bond	7
HDFC Bank Ltd	Equity	6
ICICI Bank Ltd Ordinary Shares	Equity	6
Reliance Industries Ltd.	Equity	4
Bank of Baroda	Bond - Corporate Bond	4
Dabur India Ltd Ordinary Shares	Equity	2
Hindalco Industries Ltd Ordinary Shares	Equity	2
Crompton Greaves Consumer Electricals Ltd	Equity	2
Escorts Ltd Ordinary Shares	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	76
Bond - Corporate Bond	19
Equity - Warrants Rights (Call)	2
Cash - Repurchase Agreement	2
Bond - Gov't Treasury	2

Sector Allocation(%)

Sector	Percent
Financial Services	21
Bond - Corporate Bond	19
Technology	11
Basic Materials	8
Consumer Cyclical	8

Fund Manager

Sanjay Chawla

5+ years of experience

Baroda Pioneer Mutual Fund

AUM₹11,320 Cr

About

Baroda Pioneer Asset Management Company Limited is a joint venture between two financial companies, which are, Bank of Baroda and Pioneer Investments. The company has presence over 40 locations across the country and aims at creating an operational and servicing platform, which is well suited for its investors.##The venture was formed in 2008 and the asset management company has been providing different schemes across various market capitalization.##It works to create a system wherein the requirement of investors, as well as potential investors will be recognized and the investment will be strategized according to it.##It also aims at creating a high level of corporate governance and compliance and providing investors an easy platform to invest in. Since both companies are trusted brands, they have carved a niche for themselves in the market.

info@barodapioneer.in

Phone

022 - 30741000

Address

Baroda Pioneer Asset Management Company Limited,501 TITANIUM, 5TH Floor,,Western Express Highway,,Goregaon (E), Mumbai - 400 063

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m