Baroda Pioneer Hybrid Fund (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
16 yrs 5 monthsStarted on:12 Sep 2003
₹ 509.22 Cras on: 17 Jan 2020
Medium Horizon
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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TenureReturns (CAGR)
1 Month2.31
3 Month5.48
1 YR5.69
3 YR7.06

SIP Returns

TenureReturns (CAGR)
1 YR8.44
2 YR3.54
3 YR3.24
5 YR5.64
10 YR8.38


Company Name% Assets
HDFC Bank Ltd.8.74
ICICI Bank Ltd.6.67
Housing Development Finance Corpn. Ltd.6.63
Reliance Industries Ltd.5.35
ICICI Bank Ltd. 31/12/2050 9.20%4.19
Infosys Ltd.3.52
State Bank of India3.28
State Bank of India 8.75%2.98
City Union Bank Ltd.2.85
Bank Of Baroda 11/08/2022 8.65%2.75

Top Sectoral Holdings

Sector Name% Assets


Portfolio turnover ratio137
Standard Deviation10.44%
Sharpe Ratio0.23

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.Prior to joining Baroda Mutual Fund, 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