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Baroda Dynamic Equity Fund-Regular Plan -Growth Option

Hybrid: Dynamic Asset Allocation | Open Ended Schemes

Nav : 11.37

-0.1 (-0.88 %)

24-02-2020

EASTERN FINANCIERS's Take:

One Time Monthly
One Time Amount
Min Investment ₹1000
Min Investment ₹5000.0

Returns (since Nov 05, 2018)

10.53%

10 Year Returns

N/A

Doubled Money

N/A

Sharp Ratio

N/A

Volatility

N/A

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Baroda Dynamic Equity Fund-Regular Plan -Growth Option 05-11-2018 12.69 0.0 0.0 0.0 0.0
IDFC DEF_Regular Plan_Growth 10-10-2014 14.23 6.98 8.72 6.09 0.0
Motilal Oswal Dynamic Fund (MOFDYNAMIC) - Regular Plan - Growth Option 08-09-2016 13.43 5.58 8.5 0.0 0.0
Kotak Balanced Advantage Fund -Regular Plan - Growth Option 01-07-2018 12.77 0.0 0.0 0.0 0.0
ICICI Prudential Balanced Advantage Fund - Growth 05-12-2006 12.0 7.09 8.58 8.42 12.22
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option 20-08-2009 11.64 5.75 8.51 6.23 9.44
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth 06-02-2014 11.48 7.73 7.48 7.4 0.0
Invesco India Dynamic Equity Fund - Growth 04-10-2007 11.36 4.39 7.99 7.03 10.68
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 25-04-2000 10.13 5.22 5.95 8.07 9.38
Nippon India Balanced Advantage Fund-Growth Plan-Growth Option 15-11-2004 10.0 5.45 8.31 6.78 11.25

FUND DETAIL INFORMATION

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Basic Details
Fund House
Baroda Mutual Fund
Launch Date
Nov 05, 2018
Expense Ratio
2.6%
Fund Category Risk
MODERATELY HIGH
Asset Size
460.43 Cr
Investment Details
Status
Open Ended Schemes
Minimum Investment
5000.0
Minimum Topup
1000.0
Return since Launch
10.53%
Contact Details
Fund Manager(s)
Mr. Alok Sahoo and Mr. Sanjay Chawla

PORTFOLIO ANALYSIS of Baroda Dynamic Equity Fund-Regular Plan -Growth Option

PERFORMANCE of Baroda Dynamic Equity Fund-Regular Plan -Growth Option

Scheme Performance (%)

Data as on - 24-02-2020

Yearly Performance (%)

RETURNS CALCULATOR for Baroda Dynamic Equity Fund-Regular Plan -Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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