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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 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 1.80% 0.49% 10.54% 27.10% 40.81% 23.66% 16.74% 16.00% 0.17% 21.92% 28.16% 21.97% 17.61%
Category Average -1.54% -7.61% -7.75% 1.80% 19.91% 11.27% 9.07% 12.49% -8.44% 7.87% 12.12% 10.66% 11.49%
Baroda Hybrid Equity Fund -2.79%₹ 9,720 -3.32%₹ 9,667 -1.02%₹ 9,898 - - - - - - - - - -
ICICI Prudential Equity & Debt Fund -3.07%₹ 9,693 -7.83%₹ 9,217 -2.93%₹ 9,706 14.21%₹ 11,420 0.17%₹ 12,011 30.27%₹ 16,971 20.37%₹ 29,261 16.22%₹ 15,711 21.56%₹ 49,314 12.48%₹ 18,012 16.14%₹ 89,794 15.89%₹ 43,735 14.93%₹ 2,62,047
Kotak Equity Hybrid -1.12%₹ 9,887 -6.48%₹ 9,352 -6.05%₹ 9,395 3.50%₹ 10,350 -3.96%₹ 11,742 25.00%₹ 15,626 12.07%₹ 27,072 14.20%₹ 14,902 16.23%₹ 45,760 10.25%₹ 16,293 13.43%₹ 84,000 - -
Canara Robeco Equity Hybrid Fund -1.01%₹ 9,899 -7.40%₹ 9,259 -8.83%₹ 9,117 -0.22%₹ 9,977 -8.56%₹ 11,440 17.43%₹ 13,789 6.39%₹ 25,609 12.19%₹ 14,129 11.53%₹ 42,775 10.48%₹ 16,460 11.31%₹ 79,708 13.39%₹ 35,175 12.49%₹ 2,29,938
DSP Equity And Bond Fund -0.62%₹ 9,937 -8.21%₹ 9,178 -11.98%₹ 8,801 -4.05%₹ 9,595 -12.82%₹ 11,155 16.71%₹ 13,620 4.34%₹ 25,089 11.25%₹ 13,777 9.80%₹ 41,710 8.99%₹ 15,386 9.91%₹ 76,981 12.58%₹ 32,736 11.65%₹ 2,19,905
Mirae Asset Hybrid - Equity Fund -1.20%₹ 9,880 -7.25%₹ 9,275 -8.19%₹ 9,181 0.46%₹ 10,045 -8.01%₹ 11,476 18.14%₹ 13,955 7.23%₹ 25,824 10.85%₹ 13,628 11.68%₹ 42,867 10.26%₹ 16,304 10.90%₹ 78,901 - -

Portfolio Holdings

Portfolio holdings pattern of Baroda Hybrid Equity Fund as on 07 Jul 2022 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%