Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth
Hybrid
Direct
Aggressive Allocation
NAV as on 19-11-2024
₹ 30.51
▲0.5%
1D
Inception Returns
15.8%
/yr
About Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth
Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 7 April, 2017. The fund is managed by Mayank Prakash, Pratish Krishnan. This fund gives you the benefit of diversification.
Key Parameters
- Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth has ₹1169 Cr worth of assets under management (AUM) as on Oct 2024 and is less than category average.
- The fund has an expense ratio 0.5.
Returns
Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth has given a CAGR return of 15.77% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 26.82%, 14.93% and 17.91% respectively.
Holdings
Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth has allocated its funds majorly in Corporate, Government, Financial Services, Consumer Cyclical, Industrial, Cash Equivalent, Tech, Energy, Consumer Defensive, Communication, Health, Utilities, Securitize, Basic Materials.
Taxation
As it is a aggressive allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitGains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth
The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth has no lock in period.
Historical NAV & Returns
INDmoney Rank for Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth
Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth Overview
| Expense ratio | 0.47% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹1169 Cr |
| Inception Date | 7 April, 2017 |
| Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0.85% |
| STCG | Redeeming before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (19-Nov-24)
Fund Distribution
as on (31-Oct-24)
- AUM of the fund stands at 1.2K Cr as of Oct'24
- AUM has remained same between Oct'24 and Sep'24
Top 3 Sectors in October were Corporate, Government & Financial Services
Mutual Fund Insights
Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹1169 Cr
Expense Ratio 0.47%
Frequently Asked Questions for Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth
Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -3.83% | -3.83% |
6 Month Returns | 6.85% | 6.85% |
1 Year Returns | 26.82% | 26.82% |
3 Years Returns | 51.82% | 14.93% |
5 Years Returns | 127.9% | 17.91% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
AAA | 78.08 |
AA | 21.92 |