- Mutual Funds
- Baroda Mutual Fund
- Baroda Hybrid Equity Fund Plan A (Growth)
Formerly Baroda Pioneer Hybrid Equity A Gr
Baroda Hybrid Equity Fund Plan A (Growth)
₹ 81.2851
NAV (Mar 13)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 81.2851
NAV (Mar 13)
Fund Returns
Last 1Y | 15.3% |
Last 3Y | 14% |
Last 5Y | 11.2% |
Last 10Y | 11.3% |
Since Inception | 12% |
6 Month CAGR | -1% |
Scheme Information
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.
Expense Ratio | 2.5 |
Launched (20y ago) | Sep 12, 2003 |
AUM in Crores | 373.784 |
ISIN | INF955L01708 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 16.2 |
Standard Deviation (5yr) | 14.3 |
Beta (3yr) | 0 |
Beta (5yr) | 1.12 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0.442 |
YTM | 7.37 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Baroda Hybrid Equity Fund Plan A (Growth) | 9,64,561 | 2,31,949 | 11.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 21,435 cr | ||
₹ 8,756 cr | ||
₹ 6,472 cr | ||
₹ 3,233 cr | ||
₹ 1,150 cr |
About the AMC
Baroda Asset Management India Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
-9.5% | 3.6% | ||
22.6% | 4.5% | ||
-9.5% | 3.8% | ||
13.1% | 6.3% | ||
16.3% | 8.4% |
Baroda Hybrid Equity Fund Plan A (G) Review
Baroda Hybrid Equity Fund Plan A (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 12% over a period of 19 years. The fund was previously known as Baroda Pioneer Hybrid Equity A Gr. The fund is managed by Baroda Asset Management India Limited. The fund manager’s name is null.
Nav of Baroda Hybrid Equity Fund Plan A (G) as of 3/13/2022 is ₹81.29 with the total AUM as of 6/1/2023 is ₹373.784. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda Hybrid Equity Fund Plan A (G) was launched on Sep 12, 2003. The category risk of the fund is Very High Risk.
The minimum SIP amount for Baroda Hybrid Equity Fund Plan A (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Baroda Hybrid Equity Fund Plan A (G)?
How to invest in Baroda Hybrid Equity Fund Plan A (G)?
You can invest in Baroda Hybrid Equity Fund Plan A (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Baroda Hybrid Equity Fund Plan A (G)?
The minimum sip amount for Baroda Hybrid Equity Fund Plan A (G) is ₹1000. You can invest in multiples of ₹5000.
Is Baroda Hybrid Equity Fund Plan A (G) good to invest in?
As per Scripbox experts, Baroda Hybrid Equity Fund Plan A (G) is a Not Reviewed Yet fund. You can investBaroda Hybrid Equity Fund Plan A (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Baroda Hybrid Equity Fund Plan A (G)?
The expense ratio of the Baroda Hybrid Equity Fund Plan A (G) is 2.5% for regular plan.