Formerly Baroda Pioneer Bank & Fin Srvs A Gr
₹ 28.7
NAV (Mar 05)
Neutral
However, Scripbox does not recommend investing in sectoral / thematic - bfsi mutual funds.
Track Record
9 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
52 Cr. Negligible within the category
Category View
Relatively Poor. The category has a relatively poor investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
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Scheme Information
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
Moderate Risk
2.73 %
Expense Ratio
Jun 22, 2012
Launched (9y ago)
₹ 52
AUM in Crores
INF955L01856
ISIN
No Lock-in
Lock-in
IISL Nifty Bank TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
Baroda Asset Management India Limited
Baroda Asset Management India Limited manages assets worth 8,491 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.
Liquid
Top Ranked
₹ 3,073 Cr
Fund Size
5.8%
3Y returns
Liquid
Top Ranked
₹ 3,073 Cr
Fund Size
5.8%
3Y returns
Liquid
Top Ranked
₹ 3,073 Cr
Fund Size
4.4%
3Y returns
Liquid
Top Ranked
₹ 3,073 Cr
Fund Size
4.3%
3Y returns
Liquid
Top Ranked
₹ 3,073 Cr
Fund Size
4.4%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Baroda Banking and Financial Services Fund Plan A (G) is a sectoral / thematic - bfsi equity fund and has delivered an annualised return of 12.9% over a period of 9 years .The fund was previously known as Baroda Pioneer Bank & Fin Srvs A Gr.The fund is managed by Baroda Asset Management India Limited.The fund managers are Dipak Acharya, Sanjay Chawla
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.
The Baroda Banking and Financial Services Fund Plan A (G) fund was launched on Jun 22, 2012. The NAV (Net Asset Value) of this sectoral / thematic - bfsi equity as of 2021-03-05 is ₹ 28.7. The total AUM (Asset Under Management) of the fund as of 2021-03-06 is ₹ 51.180. The category risk of the Baroda Banking and Financial Services Fund Plan A (G) fund is Moderate Risk. The fund charges 2.73 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 96.5% in this asset class. The top three holdings of the fund are hdfc bank ltd,icici bank ltd and kotak mahindra bank ltd
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 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.
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 (G) 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 (G) has a score of 1 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.