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

20.37
14.29%
NA
Capital Appreciation
Long Term Horizon
High
3.09%
5 yrs 5 months22 Jun 2012
₹ 40.66 Cr18 Oct 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.

Scheme Documents

TenureReturns (CAGR)
YTD
29.42
3 Month
0.25
1 YR
15.87
2 YR
15.09
3 YR
13.18
TenureReturns (CAGR)
1 YR
18.78
2 YR
21.85
3 YR
14.9
5 YR
16.05

Portfolio

Company Name% Assets
HDFC Bank Ltd.25.76
ICICI Bank Ltd.12.93
Yes Bank Ltd.10.33
State Bank of India9.37
Indusind Bank Ltd.7.24
Kotak Mahindra Bank Ltd.6.78
Axis Bank Ltd.4.38
Federal Bank Ltd.3.71
Mahindra & Mahindra Financial Services Ltd.3.04
Bajaj Finserv Ltd.2.54

Top Sectoral Holdings

Sector Name% Assets
Financial98.97

Indicators

Portfolio turnover ratio139
Standard Deviation18.92%
Sharpe Ratio0.54

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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