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  • Baroda Banking And Financial Services Fund Plan A Bonus (PIDCW-A)

Formerly Baroda Pioneer Bank & Fin Srvs A Bns

Baroda Mutual Fund

Baroda Banking And Financial Services Fund Plan A Bonus (PIDCW-A)

EquitySectoral / Thematic - Bfsi

20.87

NAV (Mar 01)

NA
Scripbox Opinion

Neutral

Click here for top ranked funds in sectoral / thematic - bfsi mutual funds.

However, Scripbox does not recommend investing in sectoral / thematic - bfsi mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

7 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

55 Cr. Negligible within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

20.87

NAV (Mar 1)

Fund Returns

Last 1Y
2.7%
Last 3Y
18.5%
Last 5Y
NA
Last 10Y
NA
Since Inception
10.3%
6 Month CAGR
-7.5%
info-icon-blue

Scheme Information

Investment Objective

The investment objective is to generate long-term capital appreciation for unit holders from a portfolio invested predominantly in equity and equity related securities of companies engaged in the Banking & Financial Services Sector.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.7
Launched (7y ago)
Jun 09, 2014
AUM in Crores
54.205
ISIN
INF955L01DD1
Lock-in
No Lock-in
Benchmark
IISL Nifty Bank TR INR
SIP Minimum
0
Lumpsum Min.
5000
Fund Managers
user-avatar

Sanjay Chawla

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Baroda Asset Management India Limited

Baroda Asset Management India Limited manages assets worth 13,326 crores and was set up on 5 November 1992. It's current offering of mutual fund schemes includes 19 equity,58 debt and 14 hybrid funds.

amc-img

  • tel-amc-about
    022-61891300
  • mail-amc-about
    info@barodamf.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5%

    7.1%

    top-ranked-badge

    5%

    6.6%

    top-ranked-badge

    4%

    %

    top-ranked-badge

    4%

    5.3%

    top-ranked-badge

    4%

    3.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

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    Investing has helped me dream bigger for my life
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    About Baroda Banking And Financial Services Fund Plan A Bonus (PIDCW-A)

    About Baroda Banking And Financial Services Fund Plan A Bonus (PIDCW-A)

    Baroda Banking And Financial Services Fund Plan A Bonus (PIDCW-A) is a Sectoral / Thematic - Bfsi Equity fund and has delivered an annualised return of 10.3% over a period of 7 years. The fund was previously known as Baroda Pioneer Bank & Fin Srvs A Bns . The fund is managed by Baroda Asset Management India Limited. The fund manager’s name is Sanjay Chawla

    Baroda Banking And Financial Services Fund Plan A Bonus (PIDCW-A) Investment Objective

    The investment objective is to generate long-term capital appreciation for unit holders from a portfolio invested predominantly in equity and equity related securities of companies engaged in the Banking & Financial Services Sector. . However, there is no assurance that the objective of the scheme will be realized.

    Baroda Banking And Financial Services Fund Plan A Bonus (PIDCW-A) NAV,AUM,Risk

    The Baroda Banking And Financial Services Fund Plan A Bonus (PIDCW-A) fund was launched on Jun 09, 2014. The NAV (Net Asset Value) of this Sectoral / Thematic - Bfsi Equity fund as of 2019-03-01 is ₹20.87. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹54.205. The category risk of the Baroda Banking And Financial Services Fund Plan A Bonus (PIDCW-A) fund is Very High Risk. The fund charges 2.7 % as expense ratio.

    Baroda Banking And Financial Services Fund Plan A Bonus (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 98% in this asset class. The top three holdings of the fund are , hdfc bank ltd , icici bank ltd , axis bank ltd , state bank of india , indusind bank ltd , kotak mahindra bank ltd , sbi cards and payment services ltd ordinary shares , treps , can fin homes ltd , housing development finance corporation ltd. , sbi life insurance company limited , au small finance bank ltd , hdfc life insurance company limited , max financial services ltd , the federal bank ltd , housing & urban development corp ltd , nippon life india asset management ltd ordinary shares , bank of baroda , muthoot finance ltd , net receivable / payable

    Baroda Banking And Financial Services Fund Plan A Bonus (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Baroda Banking And Financial Services Fund Plan A Bonus (PIDCW-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Bank TR INR

    Baroda Banking And Financial Services Fund Plan A Bonus (PIDCW-A) Review

    Baroda Banking And Financial Services Fund Plan A Bonus (PIDCW-A) has a score of 2 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Baroda Banking And Financial Services Fund Plan A Bonus (PIDCW-A) has a score of 1 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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