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Fincash » Mutual Funds » Baroda Pioneer Hybrid Equity Fund

Baroda Pioneer Hybrid Equity Fund - G

NAV  ₹81.2894 ↑ 0.36  (0.45 %) as on 11 Mar 22

(Erstwhile Baroda Pioneer Balance Fund)

Scheme Objective

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.

Baroda Pioneer Hybrid Equity Fund is a Hybrid - Hybrid Equity fund launched on 12 Sep 03. It is a fund with Moderately High risk and has given a CAGR return of 12% since its launch.  Ranked 21 in Hybrid Equity category. .

Below is the key information for Baroda Pioneer Hybrid Equity Fund

NAV as on 11 Mar 22₹81.2894 ↑ 0.36  (0.45 %)
Net Assets (AUM) as on 31 Jan 2022 ₹389 Cr.
Launch Date12 Sep 2003
CategoryHybrid - Hybrid Equity
Rating
TypeOpen Ended Fund
RiskModerately High
AMCBaroda Pioneer Asset Management Co. Ltd.
Alpha Ratio6.53
Expense Ratio2.48 %
Sharpe Ratio2.586
Information Ratio-0.07
BenchmarkNot Available
Min Investment ₹5,000
Min SIP Investment ₹500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Returns

Annual Compounded Returns

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22

DurationReturns
1 Month -2.8%
3 Month -3.5%
6 Month -0.8%
1 Year 14.8%
3 Year 14.3%
5 Year 11.2%
10 Year
15 Year
Since launch 12%

Historical Annual Returns

Historical performance (Yearly) on absolute basis

YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013

Growth of 10k Over Years

DateValue
30 Apr 17₹10,000
30 Apr 18₹11,091
30 Apr 19₹10,745
30 Apr 20₹9,334
30 Apr 21₹13,277
Baroda Pioneer Hybrid Equity Fund Growth 10k Chart

Asset Allocation

Asset ClassValue
Baroda Pioneer Hybrid Equity Fund Asset Allocation

Sector Allocation

SectorValue
RatingValue
Baroda Pioneer Hybrid Equity Fund Debt Allocation
SectorValue
Baroda Pioneer Hybrid Equity Fund Equity Allocation

Top Securities Holdings / Portfolio

Holdings/Securities

NameGlobal IndustryHoldingValueQuantity
0 of 0
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Fund Managers

NameSinceTenure

All Plan & Options

Fund and PlanNAV6 Month1 Year3 Year5 Year
Baroda Pioneer Hybrid Equity Fund
Growth
₹81.2894
↑ 0.36
-0.79 %14.82 %14.26 %11.17 %
Baroda Pioneer Hybrid Equity Fund
Normal Dividend, Payout
₹18.8096
↑ 0.08
-0.8 %14.83 %13.79 %10.7 %
Baroda Pioneer Hybrid Equity Fund
Normal Dividend, Reinvestment
₹18.8096
↑ 0.08
-0.8 %14.83 %13.79 %10.7 %
Data as on 11 Mar 22

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data.