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

High
6 yrs 6 monthsStarted on:22 Jun 2012
₹ 38.21 Cras on: 17 Dec 2018
Long Term Horizon
2.89%
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)
YTD0.24
1 Month2.79
1 YR0.81
2 YR14.89
3 YR13.57

SIP Returns

TenureReturns (CAGR)
1 YR0.39
2 YR4.3
3 YR9.77
5 YR10.6

Portfolio

Company Name% Assets
HDFC Bank Ltd.28.41
ICICI Bank Ltd.18.59
Axis Bank Ltd.10.81
Kotak Mahindra Bank Ltd.10.01
Bharat Financial Inclusion Ltd.6.02
State Bank of India5.96
Mahindra & Mahindra Financial Services Ltd.2.94
City Union Bank Ltd.2.51
Housing Development Finance Corpn. Ltd.2.08
Bajaj Finance Ltd.1.99

Top Sectoral Holdings

Sector Name% Assets
Financial98.97

Indicators

LabelValue
Portfolio turnover ratio49
Standard Deviation19.39%
Beta0.95%
Sharpe Ratio0.35

Dipak Acharya

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