Baroda Pioneer Income Fund - Regular - Dividend+0.03%

4.0%
1 Year Return
Debt
Medium to Long Duration
2.0 star
1Y
3Y
5Y

Fund Details

Baroda Pioneer Income Fund - Regular - Dividend

RiskModerate
Min SIP Amount₹500
Expense Ratio2.49%
NAV22.0 (11-Jan-2019)
Fund Started21-Mar-2002
Fund Size17 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Pioneer Income Fund - Regular - Dividend
4.0%
5.9%
7.5%
6.1%
Category Average
6.4%
7.0%
8.1%
-
Rank within category
12
12
11
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 4.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. Higher expense ratio
    5. 1Y Returns are lower than the benchmark
    6. 3Y Returns are lower than the benchmark
    7. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec14.8%
    GOISovereignGOI Sec13.5%
    FinancialBonds11.0%
    Edelweiss Commodities Services Ltd.FinancialBonds10.9%
    GOISovereignGOI Sec10.2%
    Dewan Housing Finance Corpn. Ltd.FinancialDebenture10.0%
    Indian Railway Finance Corpn. Ltd.FinancialBonds9.6%
    Maharashtra StateOthersSDL4.4%
    Gujarat StateOthersSDL4.0%
    GOISovereignGOI Sec2.7%
    See All

    Fund Managers

    addHetal P Shah
    Education
    Ms. Hetal P. Shah is a B.Com, MBA, and JAIIB.
    Experience
    Prior to joining Baroda AMC she has worked with Bank of India from may 1999.
    Funds Managed

    About

    Address
    NA
    Phone
    NA
    Launch Date
    NA
    E-mail
    NA
    Website
    NA
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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