Baroda Conservative Hybrid Fund Plan B (Direct)

Scheme Type
Open-ended
Scheme Category
Conservative Allocation
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 19.7
Expense Ratio
1.33%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 12257
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
24.2282
(-0.31 %)
NAV as on 2019-01-18
Returns
Fund
Baroda Conservative Hybrid Fund Plan B (Direct)
1 Year
4.01%
3 Year
7.68%
5 Year
9%
AMC Details
amc launch date
Launch Date
24 Nov 1994
amc sponsor
Sponsor
NA
amc email
Email
info@barodapioneer.in
amc phone
Phone
022 - 30741000
amc address
Address
Baroda Pioneer Asset Management Company Limited,501 TITANIUM, 5TH Floor,,Western Express Highway,,Goregaon (E), Mumbai - 400 063
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
To generate regular income through investment in debt and money market instruments and also to generate long term capital appreciation by investing a portion in equity and equity related instruments.
Suitability
Regular Income and capital appreciation over medium term with providing liquidity
• Investment in debt and money market instruments and in equity and equity related instruments.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,071
Portfolio Value
71
Total Returns