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Baroda Dynamic Equity Fund

Growth
HybridDynamic Asset Allocation Fund
Mid-size FundAssets Under Mgmt: ₹ 1,187 Cr
Moderately High RiskPrinciple investment will be at moderately high risk
15.530.05 (+0.32%)

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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Insufficient Data

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

HybridDynamic Asset Allocation Fund
Mid-size FundAssets Under Mgmt: ₹ 1,187 Cr
Moderately High RiskPrinciple investment will be at moderately high risk

Key Metrics

Expense RatioExpense Ratio
0.91
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3.15
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0.82
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4.34
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2.73

About Dynamic Asset Allocation Fund

Dynamic asset allocation funds invest across various sector including stocks, bonds, real estate and other equity funds. It can be most suited fund in case of uncertain market. They are less riskier as compared to other equity funds.

Scheme Info

PlanPlan
Growth
Lock inLock in
0 yrs
Exit LoadExit Load
1.00%
Nil upto 10% of units and 1% for remaining units on or before 1Y Nil after 1Y
Min. SIPMin. SIP
Min. LumpsumMin. Lumpsum
₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
Crisil Short Term Bond Fund Index

Tax Implications

Investment period < 3 years

Gains are added to taxable income and taxed according to the individual's income tax slab

Investment period > 3 years

Gains are taxed at 20% with indexation benefit

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
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After indexation
Indexation is used to adjust the purchase price of an investment to reflect the effect of inflation on it
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AMC profile

Baroda Asset Management India Limited (“AMC”), investment manager to Baroda Mutual Fund (“Mutual Fund”), is a wholly owned subsidiary of Bank of Baroda and is positioned to serve the varied asset management needs of investors in India through a range of equity, debt and money market offerings.

  • No.of Schemes

    21

  • Total AUM

    ₹ 10,438.12 Cr.