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

56.76
12.96%
NA
Capital Growth and Income
Medium Horizon
Moderately High
3.03%
14 yrs 4 months12 Sep 2003
₹ 395.45 Cr08 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

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.

Scheme Documents

TenureReturns (CAGR)
YTD
27.98
1 Month
1.96
3 Month
3.82
1 YR
24.75
2 YR
16.45
3 YR
10.66
TenureReturns (CAGR)
1 YR
21.84
2 YR
19.55
3 YR
14.96
5 YR
14.78
10 YR
11.87

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.27
HDFC Bank Ltd. 31/12/2099 8.85%4.57
Maruti Suzuki India Ltd.3.49
ICICI Bank Ltd. 31/12/2050 9.20%3.43
Yes Bank Ltd.3.33
Bank Of Baroda 11/08/2022 8.65%3.15
Yes Bank Ltd.2.91
Kansai Nerolac Paints Ltd.2.86
ICICI Bank Ltd.2.64
Mahindra & Mahindra Financial Services Ltd.2.62

Top Sectoral Holdings

Sector Name% Assets
Financial24.25
Automobile12.06
Chemicals7.23
Energy6.01
Metals6
Construction4.53
Cons Durable3.37
Services3.32
FMCG2.51
Engineering1.78

Indicators

Portfolio turnover ratio158
Standard Deviation10.9%
Beta1.09%
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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