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Baroda Banking and Financial Services Fund - Plan B (Direct)

The investment objective is to generate long-term capital appreciation for unit holders from a portfolio invested predominantly in equity and equity related securities of companies engaged in the Banking & Financial Services Sector.

Suitability

Capital appreciation over long term.

• Investment predominantly in equity and equity related securities of companies engaged in the Banking &Financial Services Sector

Fund Info

Scheme Type

Open-ended

Scheme Category

Sector - Financial Services

Benchmark Type

CNX Bank Index

Scheme AUM (in Crs.)

₹ 42.15

Expense Ratio

2.35%

Scheme Class

Equity

AMC AUM (in Crs.)

₹ 11320

Min Subscription

₹ 5000

Min Addition Subscription

₹ 1000

Performance

Comparison

Portfolio

AMC Details

Building Graph

Peer Comparison

Fund

Min SIP Inv.

Min Inv.

Returns 3Y

Fund Size(Cr.)

Tata Retirement Savings Moderate Fund Direct Plan…

1000

14.87%

1061.2

Reliance Equity Hybrid Fund - Direct Plan…

500

10.21%

1,2812.7

HDFC Balanced Fund - Direct Plan…

1000

12.69%

2,1779.0

L&T Hybrid Equity Fund Direct Plan…

1000

10.85%

9748.5

Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan…

1000

10.42%

1,3672.2

ICICI Prudential Equity & Debt Fund Direct Plan…

1000

14.39%

2,6563.9

Principal Hybrid Equity Fund- Direct Plan…

1000

16.17%

1738.7

DSP Equity & Bond Fund - Direct Plan…

1000

12.33%

6424.1

Top 10 Holdings…

Company

Holding Type

Asset(%)

HDFC Bank Ltd

Equity

ICICI Bank Ltd

Equity

Axis Bank Ltd

Equity

State Bank of India

Equity

Kotak Mahindra Bank Ltd

Equity

Bajaj Finance Ltd

Equity

City Union Bank Ltd

Equity

Cblo

Cash - Collateral

Shriram Transport Finance Co Ltd

Equity

Bharat Financial Inclusion Ltd

Equity

Asset Allocation(%)

Equity

Cash - Collateral

Cash

Cash - CD Time Deposit

Sector Allocation(%)

Sector

Percent

Banks - Regional - Asia

Credit Services

Cash - Collateral

Cash

Specialty Finance

Baroda Pioneer Mutual Fund

AUM

₹11,320 Cr

About

Baroda Pioneer Asset Management Company Limited is a joint venture between two financial companies, which are, Bank of Baroda and Pioneer Investments. The company has presence over 40 locations across the country and aims at creating an operational and servicing platform, which is well suited for its investors.##The venture was formed in 2008 and the asset management company has been providing different schemes across various market capitalization.##It works to create a system wherein the requirement of investors, as well as potential investors will be recognized and the investment will be strategized according to it.##It also aims at creating a high level of corporate governance and compliance and providing investors an easy platform to invest in. Since both companies are trusted brands, they have carved a niche for themselves in the market.

info@barodapioneer.in

Phone

022 - 30741000

Address

Baroda Pioneer Asset Management Company Limited,501 TITANIUM, 5TH Floor,,Western Express Highway,,Goregaon (E), Mumbai - 400 063

Baroda Pioneer Mutual Fund

AUMLaunch DatePhoneEmailAddress11,32024 Nov 1994022 - 30741000info@barodapioneer.inBaroda Pioneer Asset Management Company Limited,501 TITANIUM, 5TH Floor,,Western Express Highway,,Goregaon (E), Mumbai - 400 063

Calculate Returns

LUMPSUM

SIP

Investment Amount

₹10,000

Return Amount

₹4,185

Return Rate

Duration

6y 0m

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Disclaimer

Mutual Funds investments are subject to market risks, read all scheme related documents carefully.

Top 10 Holdings…

Baroda Pioneer Mutual Fund

Baroda Pioneer Mutual Fund

Investment Duration