Baroda Pioneer Conservative Hybrid Fund - Regular - Growth+0.04%

7.0%
1 Year Return
Hybrid
Conservative
2.0 star
1Y
3Y
5Y

Fund Details

Baroda Pioneer Conservative Hybrid Fund - Regular - Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio2.13%
NAV23.5 (25-Mar-2019)
Fund Started08-Sep-2004
Fund Size19 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Pioneer Conservative Hybrid Fund - Regular - Growth
7.0%
7.0%
8.1%
6.0%
Category Average
5.2%
7.4%
6.4%
-
Rank within category
6
34
27
-
*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 7.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. Exit load is zero
    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. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec34.8%
    GOISovereignGOI Sec34.4%
    GOISovereignGOI Sec5.0%
    GOISovereignCGL2.6%
    GOISovereignGOI Sec2.5%
    HDFC Bank Ltd.FinancialEquity2.1%
    ICICI Bank Ltd.FinancialEquity1.3%
    Axis Bank Ltd.FinancialEquity1.2%
    Larsen & Toubro Infotech Ltd.TechnologyEquity1.1%
    ITC Ltd.FMCGEquity1.1%
    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 Baroda Pioneer Mutual Fund

    Baroda Pioneer Mutual Fund started their mutual fund on 24/11/1994 and its managing total assets of ₹11,895 Cr. Its ranked at 21 as per total assets at end of 30th Sep 2017.

    Baroda Pioneer Asset Management Company Limited is basically a joint venture between two established financial companies, which are, Bank of Baroda and Pioneer Investments. The company is situate in over 40 locations across the country and aims at creating an operational and servicing platform, which is well suited for its investors.

    The venture was formed in 2008 and the asset management company has been providing different schemes across various market capitalization.

    It works to create a system wherein the requirement of investors, as well as potential investors will be recognized and the investment will be strategized according to it.

    It also aims at creating a high level of corporate governance and compliance and providing investors an easy platform to invest in. Since both companies are trusted brands, they have carved a niche for themselves in the market.

    Address
    501 TITANIUM, 5TH Floor, Western Express Highway, Goregaon(E) Mumbai 400 063
    Phone
    +91 22 30741000
    Launch Date
    23 Nov 1994
    Baroda Pioneer Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Similar Funds
    Data not available
    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.
    MOST POPULAR ON GROWW
    MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |