Sectoral / thematic - bfsi funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
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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.
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.
Baroda Asset Management India Limited manages assets worth 7,696 crores and was set up on 5 November 1992. It's current offering of mutual fund schemes includes 16 equity,58 debt and 14 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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?
Recommended
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.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative 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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About Baroda Banking and Financial Services Fund Plan A (G)
About Baroda Banking and Financial Services Fund Plan A (G)
Baroda Banking and Financial Services Fund Plan A (G) is a sectoral / thematic - bfsi equity fund and has delivered an annualised return of 10.9% over a period of 8 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 manager’s name is Dipak Acharya.
Baroda Banking and Financial Services Fund Plan A (G) 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 (G) NAV,AUM,Risk
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 2020-11-19 is ₹ 23.79. The total AUM (Asset Under Management) of the fund as of 2020-11-20 is ₹ 40.306. The category risk of the Baroda Banking and Financial Services Fund Plan A (G) fund is High Risk.
The fund charges 2.57 % as expense ratio.
Baroda Banking and Financial Services Fund Plan A (G) Holdings
The fund’s highest allocation is towards equity and has invested 92.5% in this asset class. The top three holdings of the fund are hdfc bank ltd,icici bank ltd and axis bank ltd
Baroda Banking and Financial Services Fund Plan A (G) SIP
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.
Baroda Banking and Financial Services Fund Plan A (G) 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 (G) Review
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 2 out of 5.
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
