BARODA HYBRID EQUITY FUND - Plan A - Growth Option

Fund Returns

NAV Rs. 54.77 -0.62 %
(as on Dec. 6, 2019)
1 yr Return 4.48 %
3 yr. Return 6.33 %
5 yr. Return 5.69 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 54.77 -0.62 %
(as on Dec. 6, 2019)
4.48 % 6.33 % 5.69 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Nov. 29, 2019
Fund Size Rs. 556.11 cr.
Category Hybrid | Aggressive Hybrid Fund
Fund Manager Dipak Acharya
AMC Baroda Pioneer Asset Management Company Limited
Fund Benchmark Crisil Hybrid 35+65 - Aggressive Index
Risk Profile Balanced
Risk Rating 6 / 10

Investment Information

Min. Investment Rs. 5000.00
Min. Investment SIP Rs. 1500.00
Expense Ratio 2.45 %
Exit load 1% on or before 365D, Nil after 365D

Investment Objective

To provide long-term capital appreciation along with stability through a well-balanced portfolio comprising of equity, equity related instruments, money market instruments and debt securities

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -1.42 5.31 -1.19 4.48 6.33 5.69
Rank Within Category 97 129 None 128 53 41

AMC Contact Information

AMC Baroda Pioneer Asset Management Company Limited
Address 501 Titanium, 5th Floor, Western Express Highway, Goregaon(E), Mumbai - 400 063
Email info@barodapioneer.in
Website http://www.barodamf.com/

Scheme Details

Launch Date Nov. 29, 2019 Fund Size Rs. 556.11 cr.
Category Hybrid | Aggressive Hybrid Fund Fund Manager Dipak Acharya
AMC Baroda Pioneer Asset Management Company Limited Fund Benchmark Crisil Hybrid 35+65 - Aggressive Index
Risk Profile Balanced Risk Rating 6 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 5000.00 Rs. 1500.00 2.45 % 1% on or before 365D, Nil after 365D

Investment Objective

To provide long-term capital appreciation along with stability through a well-balanced portfolio comprising of equity, equity related instruments, money market instruments and debt securities

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -1.42 5.31 -1.19 4.48 6.33 5.69
Rank Within Category 97 129 None 128 53 41

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
BARODA HYBRID EQUITY FUND - Plan A - Growth Option 4.48 6.33 5.69 556.11
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 12.51 15.19 11.54 624.72
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) 9.36 12.51 10.91 1,048.85
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth 12.01 12.18 - 2,808.50
SBI Equity Hybrid Fund - Regular Plan -Growth 14.08 11.5 10.1 30,906.44
HDFC Balance Advantage Fund - Growth Option 8.38 11.17 8.33 44,109.84

AMC Contact Information

AMC Baroda Pioneer Asset Management Company Limited
Address 501 Titanium, 5th Floor, Western Express Highway, Goregaon(E), Mumbai - 400 063
Email info@barodapioneer.in
Website http://www.barodamf.com/