Baroda Pioneer Hybrid (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
15 yrs 7 monthsStarted on:12 Sep 2003
₹ 673.49 Cras on: 22 Mar 2019
Medium Horizon
2.70%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme aims to provide long term capital appreciation along with stability through a well balanced portfolio comprising of equity, equity related instruments, highly rated debt portfolio and money market instruments.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD2.64
1 Month4.27
3 Month3.61
1 YR1.66
2 YR6.51
3 YR10.65

SIP Returns

TenureReturns (CAGR)
1 YR1.51
2 YR1.2
3 YR5.08
5 YR6.9
10 YR9.23

Portfolio

Company Name% Assets
Primat Infrapower & Multiventures Pvt. Ltd. 17/05/2019 11.75%7.36
HDFC Bank Ltd.6.17
ICICI Bank Ltd.4.21
Axis Bank Ltd.3.85
ICICI Bank Ltd. 31/12/2050 9.20%3.65
Infosys Ltd.3.27
PNB Housing Finance Ltd. 31/10/2019 7.44%3.07
ITC Ltd.3.03
Sun Pharmaceutical Inds. Ltd.2.64
Tech Mahindra Ltd.2.59

Top Sectoral Holdings

Sector Name% Assets
Financial24.95
FMCG11.15
Technology10.67
Chemicals4.75
Energy4.74
Healthcare4.12
Engineering3.78
Automobile3.01
Construction2.42
Services1.3

Indicators

LabelValue
Portfolio turnover ratio107
Standard Deviation11.33%
Beta0.89%
Sharpe Ratio0.5

Dipak Acharya,Sanjay Chawla

Mr.Acharya is M.Com., AICWA, CAIIB & PGPMSMr. Sanjay Chawla holds a Masters degree in Management Studies from BITS, Pilani.
Prior to joining Baroda AMC in 2008 he has worked with BOB.Mr. Sanjay has 23 years of experience in financial services sector and over 18 years of experience in equity research. Prior to this, he worked as Senior Fund Manager with BSL AMC. Before joining Birla, he worked as Head of Research with SBI Capital Markets and has worked in various capacities in equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities

Other Funds Managed by Dipak Acharya,Sanjay Chawla