Baroda Pioneer Hybrid Equity Fund - Regular - Dividend-0.93%

-2.9%
1 Year Return
Hybrid
Aggressive
2.0 star
1Y
3Y
5Y

Fund Details

Baroda Pioneer Hybrid Equity Fund - Regular - Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.70%
NAV16.1 (22-Apr-2019)
Fund Started12-Sep-2003
Fund Size673 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Pioneer Hybrid Equity Fund - Regular - Dividend
-2.9%
9.6%
10.4%
11.7%
Category Average
2.9%
12.7%
13.8%
-
Rank within category
30
20
20
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -2.9% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 5Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Primat Infrapower & Multiventures Pvt. Ltd.ServicesDebenture7.3%
    FinancialEquity6.8%
    FinancialEquity4.4%
    FinancialEquity4.1%
    FinancialBonds3.6%
    State Bank of IndiaFinancialEquity2.6%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity2.5%
    EnergyEquity2.4%
    TechnologyEquity2.4%
    EnergyEquity2.3%
    See All

    Fund Managers

    addSanjay Chawla
    Education
    Mr. Sanjay Chawla holds a Masters degree in Management Studies from BITS, Pilani.
    Experience
    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
    Funds Managed
    addDipak Acharya
    Education
    Mr.Acharya is M.Com., AICWA, CAIIB & PGPMS
    Experience
    Prior to joining Baroda AMC in 2008 he has worked with BOB.
    Funds Managed

    About

    Address
    NA
    Phone
    NA
    Launch Date
    NA
    E-mail
    NA
    Website
    NA
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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