• Mutual Funds
  • Baroda Mutual Fund
  • Baroda Dynamic Equity Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

Formerly Baroda Dynamic Equity Reg DR

Baroda Mutual Fund

Baroda Dynamic Equity Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

HybridDynamic Asset Allocation Or Balanced Advantage

15.01

NAV (Dec 02)

17.3%
Till Date CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in dynamic asset allocation or balanced advantage mutual funds.

However, Scripbox does not recommend investing in dynamic asset allocation or balanced advantage mutual funds.

Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

1,537 Cr. Medium within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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Historical NAV

15.01

NAV (Dec 2)

Fund Returns

Last 1Y

18.3%

Last 3Y

17.1%

Last 5Y

NA

Last 10Y

NA

Since Inception

17.3%

6 Month CAGR

9.8%

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Scheme Information

Investment Objective

The primary objective of the Scheme is to generate capital appreciation by investing in a portfolio of equity or equity linked securities while the secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Moderately High risk

Expense Ratio

2.33

Launched (3y ago)

Nov 14, 2018

AUM in Crores

1536.400

ISIN

INF955L01HE0

Lock-in

No Lock-in

Benchmark

CRISIL Short Term Bond Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Alok Sahoo

Fund Manager

user-avatar

Dipak Acharya

Fund Manager

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Pratish Krishnan

Fund Manager

user-avatar

Sanjay Chawla

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,193 cr

5

₹ 18,740 cr

5

₹ 106 cr

5

₹ 3,414 cr

5

₹ 471 cr

5

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About the AMC

Baroda Asset Management India Limited

Baroda Asset Management India Limited manages assets worth 12,916 crores and was set up on 5 November 1992. It's current offering of mutual fund schemes includes 19 equity,58 debt and 14 hybrid funds.

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  • tel-amc-about
    022-61891300
  • mail-amc-about
    info@barodamf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.8%

    7.1%

    23.3%

    16.9%

    4.8%

    6.6%

    3.9%

    %

    4%

    5.3%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Baroda Dynamic Equity Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

    About Baroda Dynamic Equity Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

    Baroda Dynamic Equity Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 17.3% over a period of 3 years. The fund was previously known as Baroda Dynamic Equity Reg DR . The fund is managed by Baroda Asset Management India Limited. The fund managers are Alok Sahoo, Dipak Acharya, Pratish Krishnan, Sanjay Chawla

    Baroda Dynamic Equity Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) Investment Objective

    The primary objective of the Scheme is to generate capital appreciation by investing in a portfolio of equity or equity linked securities while the secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. . However, there is no assurance that the objective of the scheme will be realized.

    Baroda Dynamic Equity Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

    The Baroda Dynamic Equity Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) fund was launched on Nov 14, 2018. The NAV (Net Asset Value) of this Dynamic Asset Allocation Or Balanced Advantage Hybrid fund as of 2021-12-02 is ₹15.01. The total AUM (Asset Under Management) of the fund as of 03/12/2021 is ₹1536.4. The category risk of the Baroda Dynamic Equity Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) fund is Moderately High risk. The fund charges 2.33 % as expense ratio.

    Baroda Dynamic Equity Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 43% in this asset class. The top three holdings of the fund are , cash offset for derivatives , treps , icici bank ltd , reliance industries ltd , infosys ltd , hdfc bank ltd , future on reliance industries ltd , axis bank limited , hindalco industries ltd , 7.37% govt stock 2023 , housing development finance corp ltd , future on housing development finance corp ltd , sun pharmaceuticals industries ltd , axis bank ltd , tata consultancy services ltd , future on tata consultancy services ltd , tata power co ltd , 6.84% govt stock 2022 , future on tata power co ltd , hdfc bank limited , canara bank , 5.09% govt stock 2022 , future on canara bank , tata steel ltd , asian paints ltd , indian railway finance corporation limited , future on hindalco industries ltd , tech mahindra ltd , larsen & toubro ltd , hcl technologies ltd , sona blw precision forgings ltd , 5.63% govt stock 2026 , steel authority of india ltd , future on steel authority of india ltd , dabur india ltd , 8.39% rj sdl spl 2022 , 7.26% govt stock 2029 , net receivable / payable , national bank for agriculture and rural development , nazara technologies ltd , sbi cards and payment services ltd ordinary shares , indusind bank ltd , piramal capital & housing finance limited , future on adani ports & special economic zone ltd , shriram city union finance limited , housing development finance corporation ltd. , adani ports & special economic zone ltd , radico khaitan ltd , bajaj finance ltd , persistent systems ltd , sudarshan chemical industries ltd , future on escorts ltd , zee entertainment enterprises ltd , future on zee entertainment enterprises ltd , escorts ltd , j.b. chemicals & pharmaceuticals ltd , bharat electronics ltd , fortis healthcare ltd , nuvoco vista corp ltd , indian energy exchange ltd , can fin homes ltd , future on jsw steel ltd , ipca laboratories ltd , national highways authority of india , embassy office parks reit , jsw steel ltd , future on sun pharmaceuticals industries ltd , future on tata steel ltd. , jindal steel & power ltd , minda industries ltd , power finance corporation ltd. , hindalco industries limited , hdfc bank limited , ashok leyland ltd , ultratech cement ltd , bharti airtel ltd , nestle india ltd , hindustan unilever ltd , maruti suzuki india ltd , future on maruti suzuki india ltd , zydus wellness ltd , aditya birla housing finance limited , future on hindustan unilever ltd , punjab national bank , larsen and toubro limited , 6.68% govt stock 2031 , indian oil corporation limited , future on bajaj finance ltd , tata consumer products ltd , future on punjab national bank , bharat heavy electricals ltd , future on asian paints ltd , future on bharat heavy electricals ltd , future on itc ltd , grasim industries ltd , future on grasim industries ltd , itc ltd , indian railway catering and tourism corp ltd , aspire home finance corporation limited , indusind bank limited , larsen and toubro limited , rural electrification corporation limited , 07.14% ka sdl 2026 , 7.83% gj sdl 2026 , rural electrification corporation limited , national bank for agriculture and rural development , indraprastha gas ltd , future on axis bank ltd , 7.17% govt stock 2028 , state bank of india , national aluminium co ltd , future on national aluminium co ltd , aditya birla finance limited , future on state bank of india , sansera engineering ltd , indian railway finance corporation limited , bank of baroda , housing and urban development corporation limited , future on icici bank ltd , future on nmdc ltd , dlf ltd , future on dlf ltd , nmdc ltd

    Baroda Dynamic Equity Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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