Baroda Pioneer Balance Fund - Plan A (Hybrid, Equity-oriented)

Moderately High
14 yrs 7 monthsStarted on:12 Sep 2003
₹ 614.41 Cras on: 21 Mar 2018
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 YR11.34
2 YR15.78
3 YR7.69

SIP Returns

TenureReturns (CAGR)
1 YR0.97
2 YR9.87
3 YR10.23
5 YR11.63
10 YR10.82


Company Name% Assets
HDFC Bank Ltd.4.6
ICICI Bank Ltd. 31/12/2050 9.20%4.07
HDFC Bank Ltd. 31/12/2099 8.85%3.23
Tata Consultancy Services Ltd.3.21
Maruti Suzuki India Ltd.3.03
Dewan Housing Finance Corpn. Ltd. 09/09/2023 9.25%2.47
Mahindra & Mahindra Financial Services Ltd.2.46
Yes Bank Ltd.2.35
Kansai Nerolac Paints Ltd.2.32
Mphasis Ltd.2.24

Top Sectoral Holdings

Sector Name% Assets
Cons Durable2.43


Portfolio turnover ratio136
Standard Deviation10.91%
Sharpe Ratio0.53

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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