Category: Balanced Funds Equity Oriented |
Launch Date: 01-01-2013 |
Asset Class: Mixed Asset |
Benchmark: Crisil Balanced Fund Aggressive Index |
Expense Ratio: 1.85% As on (31-07-2017) |
Status: Open Ended Schemes(Balanced) for subscription |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 322.08 Cr As on (31-07-2017) |
Turn over: 223.0 |
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.
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.
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.
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
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Baroda Pioneer Balance Fund - Plan B (Direct) - Growth Option | 10.9 | 0.9 | -4.15 | 1.59 | - | - |
Balanced Funds Equity Oriented |
Scheme Name | Launch Date |
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