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Baroda Hybrid Equity Fund Review

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Baroda Hybrid Equity Fund

About Baroda Mutual Fund  

Baroda Mutual fundis the whole subsidiary of Bank of Baroda. They provide different financial products to the investor through their various subsidiaries. Through the use of quantitative and fundamental analysis, it aims to provide a high risk adjusted return to the investor. 

About Baroda Hybrid Equity Fund 

Baroda Hybrid Equity Fund is a hybrid mutual fund scheme that was launched by Baroda mutual fundLater on, it was introduced on 12th Sept 2003 to its investors. Currently, the fund is managed by Sanjay ChawlaTalking about AUM, it is of INR 509 Cr, and, the latest NAV is INR 56.49 (dated as of 20th Jan 2020). The fund growth is rated moderately high risk. The minimum SIP investment is INR 500, and, lumpsum investment is INR 5000. Exit load of 1% only if redeemed within 12 months.  

Investment Objective 

The objective is to generate long-term capital appreciation along with stability through a well-balanced portfolio of debt & equity instruments.  

Tax Implications 

Returns are taxed at 15% only if you redeem before a year. After a year you are required to pay LTCG tax of 10% on returns of INR 1 lakh+ in a financial year.  

Top Holdings 

Name  Sector  Instrument  % Assets 
HDFC Bank Ltd.  Financial  Equity  8.7% 
ICICI Bank Ltd.  Financial  Equity  6.7% 
Housing Development Finance Corpn. Ltd.  Financial  Equity  6.6% 
Reliance Industries Ltd.  Energy  Equity  5.3% 
ICICI Bank Ltd.  Financial  Bonds  4.2% 
Infosys Ltd.  Technology  Equity  3.5% 
State Bank of India  Financial  Equity  3.3% 
State Bank of India  Financial  NCD  3.0% 
City Union Bank Ltd.  Financial  Equity  2.9% 
Bank Of Baroda  Financial  Debenture  2.8% 

 

How to Invest Baroda Hybrid Equity Fund with Gulaq?    

Baroda Hybrid Equity Fund investment is not a fuss, especially with Gulaq. With hassle-free and paperless documentation, the summing-up of your investment journey becomes easy. All you need to do is:  

  • Sign-in at gulaq.com. You can also check your KYC for FREE   
  • Fetch in your amount (whether SIP or lumpsum)  
  • Submit ‘Invest Now’  

*Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.

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