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Optimise your investment by investing in Baroda Dynamic Equity Funds with Shootih

Author: Shootih Marketing
by Shootih Marketing
Posted: Mar 20, 2023

Equity schemes are highly volatile but also provide higher returns, whereas debt schemes offer fewer returns but are comparatively safer. It gets very dramatic for the investors to choose one over the other, especially for the corporate investors with lesser time to spend on research. That's where the balanced advantage funds such as Baroda Dynamic Equity Fund comes into the picture. The fund intends to allocate assets between equity, debt, money market, arbitrage, and similar instruments to manage the market volatility with changing market conditions.

One of the prominent advantages of investing idle cash in the Baroda Dynamic Equity fund is that the fund manager has the flexibility to invest in equity and equity-related instruments, debt and money market instruments. This asset allocation changes on the basis of market condition and the performance of various asset classes that maximises the chance of increasing the profits while optimising the risk-return profile of the fund.

The Baroda Dynamic Equity Fund returns depend on asset allocation. The fund keeps a minimum of 65% of its total assets in equity and equity-related schemes at all times and thus, offers equity taxation as well. In addition to investing in direct equity, the fund will also explore arbitrage opportunities arising from pricing differences between stocks traded in the cash and derivatives markets. The allocation of the remaining funds to the money market and other fixed-income securities.

The primary objective of the Scheme is to generate capital appreciation by investing in a portfolio of equity or equity-linked securities, while the secondary aim is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. It must be noted that equity funds make a suitable choice for investors with a high-risk appetite and usually a long-term investment horizon.

The Baroda Dynamic equity fund returns on 16th March 2023 stood at 3.86%, calculated annually, whereas its return since launch is 12.10%. The fund aims at long-term capital appreciation by keeping the majority of the investments in equity and equity-related schemes. The secondary objective of the fund is to generate returns with debt and money market securities.

Apart from the returns, you can also consider the NAV of the fund to make investment decisions. NAV, or Net Asset Value, is the value per unit of a mutual fund. The Baroda Dynamic Equity Fund Nav today is ₹16.4064 as on 16th March 2023. The fund offers the benefits of diversification of the portfolio by investing across market capitalisation and different sectors.

If you're looking to invest your money and grow your wealth, Shootih might just be the perfect platform for you. As India's first business wealth management platform, Shootih offers a range of investment options that cater specifically to businesses. So if you're ready to start investing and growing your wealth, look no further than Shootih. With a comprehensive approach, research-driven insights, and commitment to transparency, Shootih is the perfect platform for businesses to track, manage and grow business wealth. Click here to explore more about Baroda Dynamic Equity Fund NAV and its returns with Shootih; https://shootih.com/mutual-funds/baroda-dynamic-equity-fund-growth/INF955L01HC4

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Author: Shootih Marketing

Shootih Marketing

Member since: Oct 12, 2021
Published articles: 4

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