Baroda Pioneer Hybrid Fund (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
16 yrs 6 monthsStarted on:12 Sep 2003
₹ 485.47 Cras on: 20 Feb 2020
Medium Horizon
2.51%
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)
YTD3.58
1 Month2.00
3 Month4.44
1 YR9.61
2 YR2.31
3 YR6.04

SIP Returns

TenureReturns (CAGR)
1 YR10.57
2 YR5.06
3 YR3.87
5 YR6.02
10 YR8.51

Portfolio

Company Name% Assets
Housing Development Finance Corpn. Ltd.6.96
HDFC Bank Ltd.6.95
ICICI Bank Ltd.6.82
ICICI Bank Ltd. 31/12/2050 9.20%4.41
Infosys Ltd.3.92
State Bank of India3.28
State Bank of India 8.75%3.15
City Union Bank Ltd.2.96
Bank Of Baroda 11/08/2022 8.65%2.9
HCL Technologies Ltd.2.68

Top Sectoral Holdings

Sector Name% Assets
Financial32.18
Technology9.06
Chemicals7.04
Construction4.97
Healthcare4.35
FMCG4.09
Energy3.54
Services2.9
Engineering2.51
Automobile2.32

Indicators

LabelValue
Portfolio turnover ratio126
Standard Deviation10.05%
Beta1.13%
Sharpe Ratio0.11

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