Baroda Pioneer Hybrid Equity Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 698.08
Expense Ratio
1.35%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 13564
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
56.23
(-0.23 %)
NAV as on 2018-11-14
Returns
Fund
Baroda Pioneer Hybrid Equity Fund - Direct Plan
1 Year
-3.38%
3 Year
9.17%
5 Year
12.24%
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
501 TITANIUM, 5TH Floor, Western Express Highway, Goregaon East, Mumbai 400063
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
Moderately High
Exit Load
Exit load of 1% if redeemed within 12 months
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme aims to provide long term capital appreciation along with stability through a well balanced portfolio comprising of equity, equity related instruments, highly rated debt portfolio and money market instruments.
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,941
Portfolio Value
-59
Total Returns