Baroda Pioneer Banking and Financial Services (Equity, Equity Sectoral-banking)

High
6 yrs 8 monthsStarted on:22 Jun 2012
₹ 38.45 Cras on: 15 Feb 2019
Long Term Horizon
2.95%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme aims to provide long term capital appreciation by investing in equity and equity related securities of companies engaged in banking & financial services sector which are expected to show sustained growth & generate better performance.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month0.84
2 YR8.16
3 YR17.76

SIP Returns

TenureReturns (CAGR)
3 YR6.53
5 YR8.47

Portfolio

Company Name% Assets
HDFC Bank Ltd.27.59
ICICI Bank Ltd.18.96
Axis Bank Ltd.11.28
State Bank of India9.93
Kotak Mahindra Bank Ltd.8.16
Bharat Financial Inclusion Ltd.4.92
Bajaj Finance Ltd.3.35
City Union Bank Ltd.2.73
Yes Bank Ltd.1.51
RBL Bank Ltd.1.48

Top Sectoral Holdings

Sector Name% Assets
Financial93.53

Indicators

LabelValue
Portfolio turnover ratio53
Standard Deviation18.57%
Beta0.95%
Sharpe Ratio0.58

Dipak Acharya

Mr.Acharya is M.Com., AICWA, CAIIB & PGPMS
Prior to joining Baroda AMC in 2008 he has worked with BOB.