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  • Baroda Asset Management India Limited
  • Baroda Dynamic Equity fund (Dividend Reinvestment - Annually)
Baroda Dynamic Equity fund (Dividend Reinvestment - Annually)

Baroda Dynamic Equity fund (Dividend Reinvestment - Annually)

HybridDynamic Asset Allocation Or Balanced Advantage

14.53

NAV (Feb 25)

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 Insufficient history for analysis. We recommend funds with longer history.

Relative Size

890 Cr. Medium within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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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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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

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Moderately High Risk

2.36 %

Expense Ratio

Nov 14, 2018

Launched (3y ago)

₹ 890

AUM in Crores

INF955L01HE0

ISIN

No Lock-in

Lock-in

CRISIL Short Term Bond Fund TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Alok Sahoo

Fund Manager

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Dipak Acharya

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%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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.

  • Inflation beating returns
    Inflation beating returns
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    Expert Investing Only
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    One click investing tracking
comparison

Comparison with Hybrid Funds

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

HDFC Hybrid Debt fund (G)

HDFC Hybrid Debt fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

HDFC Multi Asset fund (G)

HDFC Multi Asset fund (G)

Multi Asset Allocation

16 Years

Age

5

Track Record

Quant Absolute Fund (G)

Quant Absolute Fund (G)

Aggressive Hybrid

20 Years

Age

5

Track Record

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About the AMC

Baroda Asset Management India Limited

Baroda Asset Management India Limited manages assets worth 8,491 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
  • Baroda Liquid Plan A (G)

    Baroda Liquid Plan A (G)

    Liquid

    Top Ranked

    ₹ 3,073 Cr

    Fund Size

    5.9%

    3Y returns

    Baroda Liquid Fund (G)

    Baroda Liquid Fund (G)

    Liquid

    Top Ranked

    ₹ 3,073 Cr

    Fund Size

    5.9%

    3Y returns

    Baroda Liquid Plan A (DP-D)

    Baroda Liquid Plan A (DP-D)

    Liquid

    Top Ranked

    ₹ 3,073 Cr

    Fund Size

    4.4%

    3Y returns

    Baroda Liquid Plan A (DR-W)

    Baroda Liquid Plan A (DR-W)

    Liquid

    Top Ranked

    ₹ 3,073 Cr

    Fund Size

    4.3%

    3Y returns

    Baroda Liquid Fund (DR-D)

    Baroda Liquid Fund (DR-D)

    Liquid

    Top Ranked

    ₹ 3,073 Cr

    Fund Size

    4.4%

    3Y returns

    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
    Kotak Standard Multicap fund (Growth)

    Kotak Standard Multicap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

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    About Baroda Dynamic Equity fund (DR-A)

    About Baroda Dynamic Equity fund (DR-A)

    Baroda Dynamic Equity fund (DR-A) is a dynamic asset allocation or balanced advantage hybrid fund and has delivered an annualised return of 17.8% over a period of 3 years ..The fund is managed by Baroda Asset Management India Limited.The fund managers are Alok Sahoo, Dipak Acharya, Sanjay Chawla

    Baroda Dynamic Equity fund (DR-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 (DR-A) NAV,AUM,Risk

    The Baroda Dynamic Equity fund (DR-A) fund was launched on Nov 14, 2018. The NAV (Net Asset Value) of this dynamic asset allocation or balanced advantage hybrid as of 2021-02-25 is ₹ 14.53. The total AUM (Asset Under Management) of the fund as of 2021-02-26 is ₹ 889.943. The category risk of the Baroda Dynamic Equity fund (DR-A) fund is Moderately High Risk. The fund charges 2.36 % as expense ratio.

    Baroda Dynamic Equity fund (DR-A) Holdings

    The fund’s highest allocation is towards equity and has invested 64.9% in this asset class. The top three holdings of the fund are rec limited,national bank for agriculture and rural development and aspire home finance corporation limited

    Baroda Dynamic Equity fund (DR-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.

    Baroda Dynamic Equity fund (DR-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Short Term Bond Fund TR INR

    Baroda Dynamic Equity fund (DR-A) Review

    Baroda Dynamic Equity fund (DR-A) has a score of 3 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Baroda Dynamic Equity fund (DR-A) has a score of 3 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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