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Baroda Hybrid Equity Fund

Baroda Hybrid Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

13.95

as on 13 Mar 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,800 today.

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NAV Performance

Baroda Hybrid Equity Fund performance graph for last 3 years
Performance of Baroda Hybrid Equity Fund for last 3 Years

Fund Information

  • ₹ 81.285

    as on 13 Mar 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 396 Cr.

    as on 31 Dec 2021
  • 2.55%

  • 02 Jan 2013

  • Hybrid - Aggressive Hybrid Fund

  • Nifty 50

  • Baroda Mutual Fund

    Show All Funds

Highlights of this fund

Baroda Hybrid Equity Fund is an Open-ended Hybrid Fund. The fund belongs to Aggressive Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 02 Jan 2013. This fund is offered by one of the top AMC (Assets Management Company) Baroda Mutual Fund. You can also view here all other Hybrid funds offered by Baroda Mutual Fund.

Latest NAV of the fund is ₹ 81.285 as on 13 Mar 2022.

This fund has 10 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.55%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund 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.

List of Fund Managers of Baroda Hybrid Equity Fund

  • About Pratish Krishnan

    Picture of Pratish KrishnanMr. Krishnan has done MMS in Finance Prior to joining Baroda Mutual Fund he has worked with Antique Stock Broking as Sr Analyst- IT, Telecom & Media, DSP Merrill Lynch as Vice President- Research, SBI Capital Markets as Sr. research Analyst, Cholamandalam DBS Finance LTD as Research Analyst.
  • About Sanjay Chawla

    Picture of Sanjay ChawlaMr. Sanjay Chawla holds a Masters degree in Management Studies from BITS, Pilani. Prior to joining Baroda Mutual Fund, he worked as Senior Fund Manager with BSL AMC. Before joining Birla, he worked as Head of Research with SBI Capital Markets and has worked in various capacities in equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 1.98% 2.69% 10.54% 27.10% 27.59% 27.57% 16.84% 17.11% 8.92% 14.52% 25.16% 22.52% 17.87%
Category Average -2.11% -1.18% 2.88% 2.81% 13.41% 12.70% 8.71% 12.20% 2.62% 5.15% 12.71% 11.89% 11.55%
Baroda Hybrid Equity Fund -2.79%₹ 9,720 -3.32%₹ 9,667 -1.02%₹ 9,898 - - - - - - - - - -
ICICI Prudential Equity & Debt Fund -0.69%₹ 9,930 0.15%₹ 10,015 6.27%₹ 10,627 7.72%₹ 10,771 8.92%₹ 12,574 25.17%₹ 15,676 14.52%₹ 27,730 19.78%₹ 17,195 23.10%₹ 50,414 12.60%₹ 18,102 18.23%₹ 94,591 15.41%₹ 41,965 15.42%₹ 2,69,217
Kotak Equity Hybrid -2.11%₹ 9,789 -0.72%₹ 9,928 2.97%₹ 10,297 3.37%₹ 10,337 3.65%₹ 12,236 14.77%₹ 13,176 6.86%₹ 25,738 14.45%₹ 14,998 15.50%₹ 45,312 10.24%₹ 16,289 14.17%₹ 85,600 - -
Canara Robeco Equity Hybrid Fund -2.37%₹ 9,762 -1.68%₹ 9,832 1.58%₹ 10,157 0.38%₹ 10,037 1.33%₹ 12,086 11.01%₹ 12,326 3.93%₹ 24,989 12.53%₹ 14,252 10.86%₹ 42,375 10.20%₹ 16,255 11.67%₹ 80,463 13.03%₹ 34,062 12.36%₹ 2,28,501
DSP Equity And Bond Fund -2.23%₹ 9,777 -1.33%₹ 9,867 0.06%₹ 10,006 -2.07%₹ 9,792 0.07%₹ 12,005 9.06%₹ 11,897 1.55%₹ 24,388 10.41%₹ 13,461 9.37%₹ 41,461 8.55%₹ 15,074 10.41%₹ 77,984 12.13%₹ 31,453 11.51%₹ 2,18,334
Mirae Asset Hybrid - Equity Fund -2.27%₹ 9,773 -0.74%₹ 9,926 1.64%₹ 10,163 1.24%₹ 10,123 2.46%₹ 12,160 11.68%₹ 12,476 4.59%₹ 25,158 12.18%₹ 14,122 11.80%₹ 42,958 9.27%₹ 15,582 11.50%₹ 80,121 - -

Portfolio Holdings

Portfolio holdings pattern of Baroda Hybrid Equity Fund as on 01 Feb 2023 are listed below:

  • Equity Holdings:

    76.55%
  • Debt Holdings:

    20.19%
  • Others Holdings:

    3.26%

Top Sector Holdings of Baroda Hybrid Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 16.01% ₹ 64.34 Cr.
Computers - Software 13.87% ₹ 55.75 Cr.
Pharmaceuticals 5.41% ₹ 24.13 Cr.
Cement 4.11% ₹ 16.50 Cr.
Refineries/Marketing 3.71% ₹ 14.90 Cr.
Others 56.89% -

Top Stock Holdings of Baroda Hybrid Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 7.75% ₹ 31.15 Cr.
ICICI Bank Ltd. 7.00% ₹ 28.13 Cr.
HDFC Bank Ltd. 5.71% ₹ 22.93 Cr.
Persistent Systems Ltd. 3.66% ₹ 14.71 Cr.
Sun Pharmaceutical Industries Ltd. 3.05% ₹ 12.26 Cr.
Others 72.83% -

Top Debt Instrument Type holdings of Baroda Hybrid Equity Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 17.77% ₹ 71.38 Cr.
GOI 2.42% ₹ 9.79 Cr.
Others 79.81% -

Top Debt Holdings of Baroda Hybrid Equity Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - ICICI Bank Ltd. 6.79% ₹ 27.27 Cr.
Bond - Bank Of Baroda 4.85% ₹ 19.49 Cr.
Bond - Govt of India 2.42% ₹ 9.79 Cr.
Bond - HDFC Bank Ltd. 1.36% ₹ 5.45 Cr.
Bond - Oil & Natural Gas Corporation Ltd. 1.23% ₹ 4.94 Cr.
Others 83.35%

Other Holdings

Holding TypeHolding Percentage
Warrants 2.14%
TREPS 0.61%
Net Receivables 0.51%