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

High
7 yrs 10 monthsStarted on:22 Jun 2012
₹ 46.66 Cras on: 01 Apr 2020
Long Term Horizon
2.68%
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)

SIP Returns

TenureReturns (CAGR)

Portfolio

Company Name% Assets
ICICI Bank Ltd.20.25
HDFC Bank Ltd.18.93
Axis Bank Ltd.10.46
Kotak Mahindra Bank Ltd.10.42
State Bank of India8.44
Bajaj Finance Ltd.3.35
City Union Bank Ltd.3.23
Muthoot Finance Ltd.2.74
Cholamandalam Investment & Finance Co. Ltd.2.43
Housing Development Finance Corpn. Ltd.2.33

Top Sectoral Holdings

Sector Name% Assets
Financial94.49

Indicators

LabelValue
Portfolio turnover ratio73
Standard Deviation25%
Beta0.9%

Dipak Acharya

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