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you are here: Moneycontrol Mutual Funds Balanced Baroda Pioneer Mutual Fund Baroda Pioneer Hybrid Equity Fund (G)

Baroda Pioneer Hybrid Equity Fund (G)

Previous Name: Baroda Pioneer Balance Fund - (G)
Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 101912
Fact Sheet Buy
55.450 0.20 ( 0.36 %)
NAV as on 22 Jun, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Info

Not Ranked

The scheme is Not Ranked in Balanced category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Baroda Pioneer Balance Fund has been renamed as Baroda Pioneer Hybrid Equity Fund

Chart

  • Benchmark Index

  • View Historic Graph

Returns (NAV as on Jun 22, 2018)
Period Returns(%) Rank#
1 Month -0.2 58
3 Months 2.2 27
6 Months -4.2 55
1 Year 6.6 29
2 Years 12.6 23
3 Years 8.7 34
5 Years 13.8 31

# Moneycontrol Rank within 61 Balanced Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -5.6 - - - -
2017 11.5 3.4 3.4 7.3 30.0
2016 -3.2 7.8 5.5 -7.6 4.2
2015 5.1 -2.1 -2.4 -0.2 2.5
2014 5.0 15.6 2.4 3.4 29.1
2013 -3.6 1.8 -3.2 9.5 6.0

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -0.2 2.2 -4.2 6.6 6.6 12.6 8.7
Category average 0.8 1.9 -1.6 5.5 10.7 7.6 11.3
Difference of Fund returns and Category returns -1 0.3 -2.6 1.1 -4.1 5 -2.6
Best of Category 2.2 5.4 4 13.3 21.5 15.5 19.9
Worst of Category -0.2 -0.7 -6.4 0.6 7.7 3.6 9
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

Investment Objective

The scheme is targeted for long-term capital appreciation along with stability through a well balanced portfolio comprising of equity and debt.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Feb 09, 0003

  • Benchmark:

    CRISIL Balance Fund

  • Asset size (Rs Cr):

    580.54 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    N.A. View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Sanjay Chawla / Dipak Acharya
    View performance of schemes managed by the Fund Manager

  • Notes:

    Baroda Pioneer Balance Fund has been renamed as Baroda Pioneer Hybrid Equity Fund

Load Details
  • 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.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
SBI Equity Hybrid Fund - Direct Plan (G) 961.72 133 4.1 -0.7 11.6 11.5 19.0
SBI Equity Hybrid Fund (G) 20,013.35 126.4 3.8 -1.2 10.4 10.2 17.9
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan (G) 1,008.15 789.2 2.5 -2.8 6.7 11.6 18.7
Reliance Equity Hybrid Fund - Direct Plan (G) 517.69 58.1 2.7 -0.8 9.8 12.8 19.3
Reliance Equity Hybrid Fund (G) 8,754.06 54.6 2.3 -1.6 8.1 11.3 18.0
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 19.29 5.88
ICICI Bank Banking/Finance 14.03 2.65
Maruti Suzuki Automotive 17.93 2.46
Tech Mahindra Technology 13.93 2.45
MphasiS Technology 17.62 2.42
M&M Financial Banking/Finance 17.81 2.35
Shriram Trans Banking/Finance 17.07 2.00
Kansai Nerolac Chemicals 14.22 1.95
Bharat Fin Banking/Finance 14.54 1.93
TCS Technology 42.79 1.91
Asset Allocation (%) As on May 31, 2018
Equity 73.89
Others 0.03
Debt 20.30
Mutual Funds 0.00
Money Market 0.69
Cash / Call 5.09
Sector Allocation (%) As on May 31, 2018
Sector %
Banking/Finance 25.86
Automotive 7.03
Technology 6.78
Engineering 5.23
Chemicals 4.49
Manufacturing 3.60
Concentration As on May 31, 2018
Holdings %
Top 5 15.86
Top 10 73.89
Sectors %
Top 3 39.67
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