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Baroda Hybrid Equity Fund Plan B (Direct)

The scheme is targeted for long-term capital appreciation along with stability through a well balanced portfolio comprising of equity,equity related instruments, money market instrument and debt securities.

Suitability

Capital appreciation along with stability over long term.

• Investment predominantly in equity and equity related instruments with balance exposure to money market instruments and debt securities.

Fund Info

Scheme Type

Open-ended

Scheme Category

Aggressive Allocation

Benchmark Type

Crisil Balanced Fund Index

Scheme AUM (in Crs.)

₹ 685.86

Expense Ratio

1.71%

Scheme Class

Hybrid

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(%)

PRIMAT INFRAPOWER & MULTIVENTURES PRIVATE LIMITED

Bond - Corporate Bond

HDFC Bank Ltd

Equity

ICICI Bank Ltd

Equity

Axis Bank Ltd

Equity

ICICI Bank Limited

Bond - Corporate Bond

State Bank of India

Equity

Sun Pharmaceuticals Industries Ltd

Equity

Reliance Industries Ltd

Equity

Tech Mahindra Ltd

Equity

Indraprastha Gas Ltd

Equity

Asset Allocation(%)

Equity

Bond - Corporate Bond

Cash

Cash - CD Time Deposit

Cash - Collateral

Sector Allocation(%)

Sector

Percent

Banks - Regional - Asia

Bond - Corporate Bond

Information Technology Services

Specialty Chemicals

Diversified Industrials

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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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