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 Class | Hybrid |
| Scheme Category | Aggressive Allocation |
| Benchmark Type | Crisil Balanced Fund Index |
| Expense Ratio | 1.71% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 686 |
| AMC AUM (in Crs.) | ₹ 11,320 |
| Min Addition Subscription | ₹ 1,000 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 7.78% | |
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 11.29% | |
| 1000 | 1000 | 11.14% | |
| 0 | 1000 | 11.32% | |
| 1000 | 1000 | 13.16% | |
| 500 | 500 | 8.54% | |
| 1000 | 1000 | 8.31% | |
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 11.29% | |
| 1000 | 1000 | 12.22% | |
| 1000 | 1000 | 9.57% | |
| 1000 | 1000 | 10.96% | |
| 500 | 500 | 8.54% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 8.31% | |
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 11.29% | |
| 1000 | 1000 | 12.22% | |
| 1000 | 1000 | 9.57% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| PRIMAT INFRAPOWER & MULTIVENTURES PRIVATE LIMITED | Bond - Corporate Bond | 7 |
| HDFC Bank Ltd | Equity | 7 |
| ICICI Bank Ltd | Equity | 4 |
| Axis Bank Ltd | Equity | 4 |
| ICICI Bank Limited | Bond - Corporate Bond | 4 |
| State Bank of India | Equity | 3 |
| Sun Pharmaceuticals Industries Ltd | Equity | 3 |
| Reliance Industries Ltd | Equity | 2 |
| Tech Mahindra Ltd | Equity | 2 |
| Indraprastha Gas Ltd | Equity | 2 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 73 |
| Bond - Corporate Bond | 20 |
| Cash | 2 |
| Cash - CD Time Deposit | 2 |
| Cash - Collateral | 1 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 23 |
| Bond - Corporate Bond | 20 |
| Information Technology Services | 10 |
| Specialty Chemicals | 6 |
| Diversified Industrials | 4 |
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.
Email
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
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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