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Baroda Hybrid Equity Fund

Baroda Hybrid Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

17.22

as on 18 Jan 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,113 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

  • ₹ 86.370

    as on 18 Jan 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 396 Cr.

    as on 18 Jan 2022
  • 2.55%

    since 31 Oct 2021
  • 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 ₹ 86.370 as on 18 Jan 2022.

This fund has 9 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 6.18% 2.66% 18.62% 55.67% 41.05% 29.12% 20.68% 17.66% 49.45% 54.07% 40.59% 27.37% 19.84%
Category Average 4.48% -0.90% 10.20% 26.69% 20.41% 16.85% 13.40% 14.33% 24.60% 31.49% 23.78% 16.57% 14.18%
Baroda Hybrid Equity Fund 4.29%₹ 10,428 -1.89%₹ 9,811 14.41%₹ 11,441 29.90%₹ 12,989 29.71%₹ 13,857 23.24%₹ 15,205 34.96%₹ 33,300 17.22%₹ 16,113 25.91%₹ 52,409 13.17%₹ 18,566 16.67%₹ 91,049 12.76%₹ 33,270 13.20%₹ 2,39,003
ICICI Prudential Equity & Debt Fund 6.18%₹ 10,618 0.03%₹ 10,003 18.62%₹ 11,861 42.79%₹ 14,278 38.67%₹ 14,391 25.74%₹ 15,830 43.42%₹ 35,715 20.95%₹ 17,704 31.12%₹ 56,219 15.82%₹ 20,846 20.64%₹ 1,00,297 17.59%₹ 50,607 17.24%₹ 2,96,841
Kotak Equity Hybrid 4.79%₹ 10,478 0.81%₹ 10,081 11.18%₹ 11,117 29.98%₹ 12,997 26.15%₹ 13,641 22.66%₹ 15,062 35.28%₹ 33,390 20.81%₹ 17,643 27.24%₹ 53,365 14.30%₹ 19,515 18.60%₹ 95,430 - -
Mirae Asset Hybrid - Equity Fund 4.31%₹ 10,431 -0.81%₹ 9,919 9.43%₹ 10,943 24.32%₹ 12,432 22.56%₹ 13,422 19.37%₹ 14,262 29.47%₹ 31,764 17.54%₹ 16,244 22.91%₹ 50,297 15.25%₹ 20,343 17.03%₹ 91,845 - -
Canara Robeco Equity Hybrid Fund 4.91%₹ 10,491 -0.20%₹ 9,980 9.86%₹ 10,985 24.76%₹ 12,475 23.16%₹ 13,459 21.49%₹ 14,775 29.00%₹ 31,637 18.96%₹ 16,840 23.85%₹ 50,949 15.55%₹ 20,605 17.87%₹ 93,749 15.91%₹ 43,817 15.69%₹ 2,73,205
DSP Equity And Bond Fund 3.64%₹ 10,364 -1.80%₹ 9,819 7.68%₹ 10,767 23.61%₹ 12,360 20.72%₹ 13,309 20.13%₹ 14,445 29.10%₹ 31,663 19.58%₹ 17,108 23.74%₹ 50,872 14.33%₹ 19,538 17.20%₹ 92,225 14.88%₹ 40,091 15.19%₹ 2,65,921

Portfolio Holdings

Portfolio holdings pattern of Baroda Hybrid Equity Fund as on 19 Jan 2022 are listed below:

  • Equity Holdings:

    71.71%
  • Debt Holdings:

    19.85%
  • Others Holdings:

    8.44%

Top Sector Holdings of Baroda Hybrid Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 16.86% ₹ 69.39 Cr.
Computers - Software 11.63% ₹ 47.87 Cr.
Refineries/Marketing 3.50% ₹ 27.95 Cr.
Pharmaceuticals 5.40% ₹ 22.21 Cr.
Cement 4.80% ₹ 19.72 Cr.
Others 57.81% -

Top Stock Holdings of Baroda Hybrid Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 7.41% ₹ 30.48 Cr.
Infosys Ltd. 6.69% ₹ 27.52 Cr.
HDFC Bank Ltd. 5.96% ₹ 24.53 Cr.
Reliance Industries Ltd. - Partly Paid 0.00% ₹ 13.57 Cr.
Reliance Industries Ltd. 2.93% ₹ 12.05 Cr.
Others 77.01% -

Top Debt Instrument Type holdings of Baroda Hybrid Equity Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 17.45% ₹ 71.77 Cr.
GOI 2.40% ₹ 9.86 Cr.
Others 80.15% -

Top Debt Holdings of Baroda Hybrid Equity Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - ICICI Bank Ltd. 6.65% ₹ 27.38 Cr.
Bond - Bank Of Baroda 4.78% ₹ 19.67 Cr.
Bond - Govt of India 2.40% ₹ 9.86 Cr.
Bond - HDFC Bank Ltd. 1.34% ₹ 5.51 Cr.
Bond - Oil & Natural Gas Corporation Ltd. 1.20% ₹ 4.94 Cr.
Others 83.63%

Other Holdings

Holding TypeHolding Percentage
TREPS 5.51%
Warrants 2.28%
Net Receivables 0.65%