Formerly Baroda Pioneer Hybrid Equity A Gr
However, Scripbox does not recommend investing in aggressive hybrid mutual funds.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
18 Years. The fund has an Extended history for analysis and the track record is excellent.
403 Cr. Medium within the category
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
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.
Low to Moderate
Very High Risk
Sep 12, 2003
Launched (18y ago)
AUM in Crores
CRISIL Hybrid 35+65 - Agg TR INR
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 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.
Comparison with Hybrid Funds
Multi Asset Allocation
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.
₹ 3,073 Cr
₹ 3,073 Cr
₹ 3,073 Cr
₹ 3,073 Cr
₹ 3,073 Cr
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Baroda Hybrid Equity Fund Plan A (G) is a aggressive hybrid hybrid fund and has delivered an annualised return of 11.7% over a period of 18 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 managers are Dipak Acharya, Sanjay Chawla
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. However, there is no assurance that the objective of the scheme will be realized.
The Baroda Hybrid Equity Fund Plan A (G) fund was launched on Sep 12, 2003. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-03-02 is ₹ 69.56. The total AUM (Asset Under Management) of the fund as of 2021-03-02 is ₹ 402.092. The category risk of the Baroda Hybrid Equity Fund Plan A (G) fund is Very High Risk. The fund charges 2.52 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 77.7% in this asset class. The top three holdings of the fund are icici bank limited,bank of baroda and aspire home finance corporation limited
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.
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 Hybrid 35+65 - Agg TR INR
Baroda Hybrid Equity Fund Plan A (G) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Baroda Hybrid Equity Fund Plan A (G) has a score of 3 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.