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BARODA PIONEER HYBRID EQUITY FUND - Plan A - Growth Option

(Erstwhile Baroda Pioneer Balance Fund - Plan A - Growth Option)

Category: Hybrid: Aggressive
Launch Date: 12-09-2003
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.62% As on (31-05-2018)
Status: Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 698.08 Cr As on (30-06-2018)
Turn over: 116%
NAV as on 13-08-2018

56.58

-0.47 (-0.8307%)

CAGR Since Inception

12.31%

PERFORMANCE of BARODA PIONEER HYBRID EQUITY FUND - Plan A - Growth Option

Scheme Performance (%)

Data as on - 13-08-2018

Yearly Performance (%)

Fund Managers

Mr. Dipak Acharya, Mr. Sanjay Chawla

Mr.Acharya is M.Com., AICWA, CAIIB & PGPMS Prior to joining Baroda AMC in 2008 he has worked with BOB.

Investment Objective

The scheme aims to provide long term capital appreciation along with stability through a well balanced portfolio comprising of equity, equity related instruments, highly rated debt portfolio and money market instruments.

RETURNS CALCULATOR for BARODA PIONEER HYBRID EQUITY FUND - Plan A - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of BARODA PIONEER HYBRID EQUITY FUND - Plan A - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
BARODA PIONEER HYBRID EQUITY FUND - Plan A - Growth Option 10.89 0.4 -5.54 1.09 - -
Hybrid: Aggressive - - - - - -

PEER COMPARISION of BARODA PIONEER HYBRID EQUITY FUND - Plan A - Growth Option

Period
Data as on - 13-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
BARODA PIONEER HYBRID EQUITY FUND - Plan A - Growth Option 12-09-2003 7.57 10.76 8.99 14.4 8.09
BOI AXA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 13-07-2016 18.19 17.4 0.0 0.0 0.0
Sundaram Equity Hybrid Fund Regular Growth 23-06-2000 14.67 12.87 11.6 13.6 9.53
Principal Hybrid Equity Fund-Growth 14-01-2000 14.34 17.43 14.67 19.28 12.09
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 31-12-1995 12.31 11.81 10.32 18.76 12.89
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth 29-07-2015 10.71 13.44 12.22 0.0 0.0
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 10.69 12.73 10.13 18.13 14.28
DSP BlackRock Equity & Bond Fund- Regular Plan - Growth 27-05-1999 9.79 10.98 9.88 18.37 12.42
Shriram Hybrid Equity Fund- Growth 29-11-2013 9.63 9.57 7.29 0.0 0.0
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 07-04-2017 9.18 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of BARODA PIONEER HYBRID EQUITY FUND - Plan A - Growth Option

Asset Allocation (%)

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