Baroda Pioneer Hybrid (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
15 yrs 3 monthsStarted on:12 Sep 2003
₹ 683.22 Cras on: 15 Nov 2018
Medium Horizon
2.68%
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)
1 Month0.59
2 YR8.33
3 YR7.83

SIP Returns

TenureReturns (CAGR)
3 YR4.11
5 YR6.66
10 YR9.22

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.02
Infosys Ltd.4.52
Reliance Industries Ltd. 185-D 25/02/20193.57
HDFC Bank Ltd. 31/12/2099 8.85%3.56
ICICI Bank Ltd. 31/12/2050 9.20%3.52
ICICI Bank Ltd.3.51
Axis Bank Ltd.3.2
Divi's Laboratories Ltd.3.04
ITC Ltd.3.03
PNB Housing Finance Ltd. 31/10/2019 7.44%3.01

Top Sectoral Holdings

Sector Name% Assets
Financial22.32
Technology12.77
FMCG8.72
Healthcare6.99
Automobile5.05
Energy4.04
Chemicals3.5
Engineering2.66
Construction1.88
Services1.44

Indicators

LabelValue
Portfolio turnover ratio113
Standard Deviation12.39%
Beta0.92%
Sharpe Ratio0.09

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

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