Baroda Hybrid Equity Fund Plan B (Direct)

Scheme Type
Open-ended
Scheme Category
Aggressive Allocation
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 683.22
Expense Ratio
1.2%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 12257
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
57.57
(-0.24 %)
NAV as on 2019-01-18
Returns
Fund
Baroda Hybrid Equity Fund Plan B (Direct)
1 Year
-6.34%
3 Year
12.16%
5 Year
12.37%
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
Moderately High
Exit Load
Exit load of 1%, if redeemed between (0-12) months. No Exit load, if redeemed after 12 months.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,890
Portfolio Value
-110
Total Returns