Hybrid
Direct
Aggressive Allocation
NAV as on 20-12-2024
₹ 30.98
1D
Inception Returns
15.8%
/yr
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 Gurvinder Wasan, Pratish Krishnan. This fund gives you the benefit of diversification.
Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth has given a CAGR return of 15.81% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 23.48%, 17.74% and 17.98% respectively.
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, Securitize, Utilities, Basic Materials.
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).
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 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.
Expense ratio | 0.47% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
AUM | ₹1180 Cr |
Inception Date | 7 April, 2017 |
Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1.0% |
Lock In | No Lock-in |
TurnOver | 0.85% |
STCG | Selling mutual fund 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 |
as on (20-Dec-24)
as on (30-Nov-24)
Top 3 Sectors in November were Corporate, Government & Financial Services
Baroda BNP Paribas Aggressive Equity Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 1.55% | 1.55% |
6 Month Returns | 3.99% | 3.99% |
1 Year Returns | 23.48% | 23.48% |
3 Years Returns | 63.21% | 17.74% |
5 Years Returns | 128.59% | 17.98% |
AAA | 71.37 |
AA | 28.63 |