Baroda Pioneer Banking and Financial Services Fund - Direct - Growth+2.33%

16.20%
1 Year Return
Equity
Sectoral/Thematic
2.0 star
1Y
3Y
5Y

Fund Details

Baroda Pioneer Banking and Financial Services Fund - Direct - Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio2.06%
NAV25.5 (24 May 2019)
Fund Started02 Jan 2013
Fund Size42 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Pioneer Banking and Financial Services Fund - Direct - Growth
16.2%
19.6%
12.9%
11.8%
Category Average
4.1%
16.6%
11.5%
-
Rank within category
4
10
7
-
*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 16.2% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    FinancialEquity25.5%
    Bharat Financial Inclusion Ltd.FinancialEquity11.7%
    FinancialEquity11.4%
    FinancialEquity8.3%
    State Bank of IndiaFinancialEquity6.8%
    FinancialEquity6.5%
    FinancialEquity4.6%
    Mahindra & Mahindra Financial Services Ltd.FinancialEquity4.0%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity3.3%
    FinancialEquity2.6%
    See All

    Fund Managers

    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
    NAV (24 May 2019)   25.51
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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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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