Baroda Pioneer Banking And Financial Services Fund - Plan A (Equity, Sectoral)

20.13
14.50%
NA
Capital Appreciation
Long Term Horizon
High
3.06%
5 yrs 3 months22 Jun 2012
₹ 43.92 Cr21 Aug 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Investment Objective

The scheme aims to provide long term capital appreciation by investing in equity and equity related securities of companies engaged in banking & financial services sector which are expected to show sustained growth & generate better performance.
TenureReturns (CAGR)
YTD
27.89
3 Month
1.87
1 YR
17.41
2 YR
13.54
3 YR
13.26
TenureReturns (CAGR)
1 YR
21.36
2 YR
23.25
3 YR
15.46
5 YR
16.43

Portfolio

Company Name% Assets
HDFC Bank Ltd.18.28
State Bank of India10.67
ICICI Bank Ltd.9.65
Axis Bank Ltd.9.47
Yes Bank Ltd.8.86
Kotak Mahindra Bank Ltd.8.14
Indusind Bank Ltd.6.56
Bank Of Baroda3.78
Federal Bank Ltd.3.52
Union Bank of India2.7

Top Sectoral Holdings

Sector Name% Assets
Financial94.15

Indicators

Portfolio turnover ratio181
Standard Deviation18.69%
Sharpe Ratio0.66

Dipak Acharya

Mr.Acharya is M.Com., AICWA, CAIIB & PGPMS
Prior to joining Baroda AMC in 2008 he has worked with BOB.
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