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SET SMS ALERT Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -4.2 | 17 |
| 3 mth | 1.0 | 14 |
| 6 mth | -1.0 | 9 |
| 1 year | 11.9 | 13 |
| 2 year | 3.7 | 18 |
| 3 year | 3.5 | 15 |
| 5 year | 3.0 | 18 |
# Moneycontrol Rank within 22 Balanced Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -3.6 | - | - | - | - |
| 2012 | 11.7 | -0.7 | 6.3 | 2.3 | 22.6 |
| 2011 | -3.1 | -2.6 | -9.0 | -5.5 | -20.1 |
| 2010 | -1.5 | 2.9 | 11.1 | 2.4 | 16.0 |
| 2009 | -9.7 | 31.5 | 11.5 | 1.6 | 37.2 |
| 2008 | -23.2 | -13.2 | -2.2 | -15.2 | -46.8 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Balanced)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -4.2 | 1.0 | -1.0 | 11.9 | 3.7 | 3.5 | 3.0 |
| Category avg | -3.6 | 1.6 | -2.1 | 12.6 | 5.9 | 4.7 | 7.4 |
| Difference of Fund returns and Category returns | -0.6 | -0.6 | 1.1 | -0.7 | -2.2 | -1.2 | -4.4 |
| Best of category | -2.3 | 7.5 | 1.5 | 22.1 | 10.9 | 9.5 | 13.3 |
| Worst of category | -4.7 | -0.5 | -10.3 | -2.5 | -3.5 | -2.7 | 1.2 |
Investment Objective
The scheme is targeted for long-term capital appreciation along with stability through a well balanced portfolio comprising of equity and debt.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Sep 03, 2003 |
| Benchmark | CRISIL Balance Fund |
| Asset Size (Rs cr) | 11.14 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Dipak Acharya View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit load: 1% if redeemed on or before 365 days from the date of allotment. |
| Regd. Office | 105, 10 Floor, Maker Chamber III, Nariman Point, Mumbai, 400021 |
|---|---|
| Tel. No. | 91 22 30741000 |
| Fax No. | 22 30741001 |
| info@barodapioneer.in | |
| Website | http://www.barodapioneer.in |
| Balanced | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC Prudence Fund (G) | Rank 3 |
6,124.90 | 1.2 | -4.3 | 9.9 | 5.7 | 13.3 |
| HDFC Balanced Fund (G) | Rank 2 |
1,128.92 | 0.3 | -3.1 | 8.5 | 7.1 | 12.9 |
| UTI Balanced Fund (G) | Rank 4 |
943.01 | -0.5 | -3.3 | 12.0 | 3.3 | 7.9 |
| Birla Sun Life 95 Fund (G) | Rank 3 |
574.50 | 1.4 | -1.6 | 14.7 | 5.8 | 11.3 |
| DSP-BR Balanced Fund (G) | Rank 5 |
619.96 | 0.4 | -5.6 | 9.0 | 3.2 | 7.7 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Reliance | Oil & Gas | 1.13 | 7.38 |
| Infosys | Technology | 0.96 | 6.31 |
| ICICI Bank | Banking/Finance | 0.89 | 5.81 |
| HDFC Bank | Banking/Finance | 0.84 | 5.50 |
| HDFC | Banking/Finance | 0.67 | 4.37 |
| Larsen | Engineering | 0.63 | 4.12 |
| SBI | Banking/Finance | 0.45 | 2.95 |
| ITC | Tobacco | 0.44 | 2.89 |
| Tata Motors | Automotive | 0.38 | 2.46 |
| TCS | Technology | 0.37 | 2.45 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 23.94 | 25.38 | 17.78 |
| Oil & Gas | 13.14 | 13.14 | 9.95 |
| Technology | 10.48 | 11.45 | 6.51 |
| Metals & Mining | 5.75 | 7.21 | 4.36 |
| Engineering | 5.53 | 7.00 | 4.25 |
| Automotive | 3.65 | 6.06 | 3.36 |
| Equity | 72.43 |
| Others | 0.00 |
| Debt | 19.77 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 7.80 |
| Holdings | (%) |
|---|---|
| Top 5 | 29.37 |
| Top 10 | 44.24 |
| Sector | (%) |
|---|---|
| Top 3 | 47.56 |
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