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Baroda Pioneer Mutual Fund | Best Baroda Mutual Fund Schemes

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Baroda Pioneer Mutual Fund

Updated on July 17, 2019 , 767 views

Baroda Pioneer Asset Management Company Ltd. is a joint endeavour of Bank of Baroda and Pioneer Investment. This joint venture was formed in the year 2008. Over the years, the company has created a strong base in India and today it operates over 40 cities across the country.

baroda-pioneer-mutual-funds

Baroda Pioneer Mutual Fund aims to cater the needs of its customers by offering a wide range of mutual fund products such as Debt fund, Money market funds, Equity Funds, etc.

AMC Baroda Pioneer Mutual Fund
Date of Setup November 24, 1994
AUM INR 12240.30 crore (Jun-30-2018)
CEO/MD Mr. Anthony Heredia
CIO Mr. Sanjay Chawla
Compliance Officer Ms. Farhana Mansoor
investor Service Officer Mr. Amitabh Ambastha
Customer Care Number 022-4219 7999
Telephone +91 22 30741000
Fax +91 22 30741001
E-mail info[AT]barodapioneer.in
Website www.barodapioneer.in

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Type of Mutual Funds Offered by Baroda Mutual Fund

Top Equity Mutual Funds

These are the Mutual Fund schemes that invest their corpus predominantly in equity and equity-related instruments of various companies. The returns offered by equity schemes are not constant. Equity funds can be considered as a long-term investment option. Baroda Pioneer Mutual Fund offers equity plans to ensure long-term growth of the investors. Minimum 65 percent funds of the corpus are put into equity or securities related to equity. It makes the investors the partial owners of the equity securities in the investors’ fund portfolio. Baroda Pioneer Equity Fund is ideal for investors who have a high-risk appetite and are seeking for long-term returns. The Best equity funds offered by Baroda Pioneer Mutual Funds are as follows.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Baroda Pioneer Banking And Financial Services Fund Growth ₹23.78
↓ -0.44
₹452.711.410.813.311.81.2
Baroda Pioneer Large Cap Fund Growth ₹14.28
↓ -0.19
₹32-2.53.72.78.75.1-3.9
Baroda Pioneer Multi Cap Fund Growth ₹95.76
↓ -1.16
₹809-2.93.2-0.26.67.4-11.9
Baroda Pioneer Mid-Cap Fund Growth ₹8.57
↓ -0.11
₹47-4.5-2.4-7.86.3-0.6-14.6
Baroda Pioneer ELSS 96 Growth ₹42.79
↓ -0.54
₹157-3.81.1-55.6 -13.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jul 19

Top Debt Mutual Funds

In case of debt funds, the accumulated money is invested in fixed income instruments like government and corporate Bonds. People having low risk appetite can choose debt funds as one of the investment options and can also choose the tenure. Debt funds generally offer constant returns. The best and Best Debt Funds offered by Baroda Pioneer Mutual Fund are as follows.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Baroda Pioneer Treasury Advantage Fund Growth ₹1,811.67
↑ 0.29
₹346-16.6-15.4-12.50.5713.04%9M 18D1Y 21D
Baroda Pioneer Liquid Fund Growth ₹2,184.62
↑ 0.75
₹5,2831.73.67.57.17.56.46%1M 6D1M 6D
Baroda Pioneer Short Term Bond Fund Growth ₹20.4769
↑ 0.00
₹2893.15.19.18.27.18.62%2Y 25D2Y 8M 21D
Baroda Pioneer Income Fund Growth ₹27.0574
↑ 0.01
₹163.64.245.9 8.68%4Y 9M 29D6Y 9M 29D
Baroda Pioneer Credit Risk Fund Growth ₹14.1651
↑ 0.00
₹886-0.70.83.96.85.98.8%1Y 1M 17D1Y 6M 19D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jul 19

Top Hybrid Mutual Funds

Hybrid or Balanced Fund refer to the scheme that invests the fund money in a combination of both equity and fixed income instruments. This mutual fund scheme is good for people having medium risk-appetite. Some of the best schemes offered Baroda Mutual Funds under the hybrid funds category are tabulated below as follows.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Baroda Pioneer Conservative Hybrid Fund Growth ₹25.2866
↓ -0.03
₹157.19.913.78.28.33.9
Baroda Pioneer Hybrid Equity Fund Growth ₹53.94
↓ -0.53
₹616-3.60.6-2.16.26.6-7.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jul 19

Top ELSS Funds Mutual Funds

Baroda Pioneer Mutual Fund offers Tax Saving Scheme like ELSS'96 to provide investors long-term capital growth and also tax benefit under Section 80C of Income Tax Act,1961. The risk level associated with it is moderate.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Baroda Pioneer ELSS 96 Growth ₹42.79
↓ -0.54
₹157-3.81.1-55.6 -13.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jul 19

1. Baroda Pioneer Liquid Fund

To generate income with a high level of liquidity by investing in a portfolio of money market and debt securities.

Baroda Pioneer Liquid Fund is a Debt - Liquid Fund fund was launched on 5 Feb 09. It is a fund with Low risk and has given a CAGR/Annualized return of 7.8% since its launch.  Ranked 22 in Liquid Fund category.  Return for 2018 was 7.5% , 2017 was 6.7% and 2016 was 7.8% .

Below is the key information for Baroda Pioneer Liquid Fund

Baroda Pioneer Liquid Fund
Growth
Launch Date 5 Feb 09
NAV (21 Jul 19) ₹2,184.62 ↑ 0.75   (0.03 %)
Net Assets (Cr) ₹5,283 on 30 Jun 19
Category Debt - Liquid Fund
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Low
Expense Ratio 0.21
Sharpe Ratio 18.79
Information Ratio -0.26
Alpha Ratio 1.07
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 6.46%
Effective Maturity 1 Month 6 Days
Modified Duration 1 Month 6 Days

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹10,882
30 Jun 16₹11,775
30 Jun 17₹12,592
30 Jun 18₹13,464
30 Jun 19₹14,477

Baroda Pioneer Liquid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹203,125.
Net Profit of ₹23,125
Invest Now

Returns for Baroda Pioneer Liquid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jul 19

DurationReturns
1 Month 0.5%
3 Month 1.7%
6 Month 3.6%
1 Year 7.5%
3 Year 7.1%
5 Year 7.7%
10 Year
15 Year
Since launch 7.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 7.5%
2017 6.7%
2016 7.8%
2015 8.4%
2014 9.1%
2013 9.2%
2012 9.7%
2011 9%
2010 5.5%
2009
Fund Manager information for Baroda Pioneer Liquid Fund
NameSinceTenure
Hetal Shah5 Feb 0910.32 Yr.
Alok Sahoo5 Feb 0910.32 Yr.

Data below for Baroda Pioneer Liquid Fund as on 30 Jun 19

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Cash Equivalent100%
Credit Quality
RatingValue
AA0.36%
AAA99.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
L&T FINANCE LIMITED
Net Current Assets | -
5%₹350 Cr7,000
↑ 7,000
INDUSIND BANK LIMITED
Net Current Assets | -
5%₹324 Cr32,500
↑ 32,500
INDIAN BANK
Net Current Assets | -
5%₹300 Cr30,000
↑ 30,000
BANK OF INDIA
Net Current Assets | -
5%₹300 Cr30,000
↑ 30,000
Larsen And Toubro Limited
Net Current Assets | -
3%₹204 Cr4,100
↑ 4,100
7.40% Equitas Small Finance Bank Ltd. (Duration 91 Days)
Net Current Assets | -
3%₹200 Cr
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT
Net Current Assets | -
3%₹200 Cr4,000
↑ 4,000
Indian Oil Corporation Limited
Net Current Assets | -
3%₹200 Cr4,000
↑ 4,000
ADITYA BIRLA HOUSING FINANCE LIMITED
Net Current Assets | -
3%₹199 Cr4,000
↑ 4,000
ADITYA BIRLA FINANCE LIMITED
Net Current Assets | -
3%₹199 Cr4,000
↑ 4,000

2. Baroda Pioneer ELSS 96

The main objective of the scheme is to provide the investor long term capital growth as also tax benefit under section 80C of the Income Tax Act, 1961.

Baroda Pioneer ELSS 96 is a Equity - ELSS fund was launched on 2 Mar 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 2.2% since its launch.  Return for 2018 was -13.6% , 2017 was 37.2% and 2016 was 3.3% .

Below is the key information for Baroda Pioneer ELSS 96

Baroda Pioneer ELSS 96
Growth
Launch Date 2 Mar 15
NAV (19 Jul 19) ₹42.79 ↓ -0.54   (-1.25 %)
Net Assets (Cr) ₹157 on 30 Jun 19
Category Equity - ELSS
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 3.01
Sharpe Ratio -0.18
Information Ratio -1.15
Alpha Ratio -8.82
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹9,640
30 Jun 16₹9,637
30 Jun 17₹11,557
30 Jun 18₹12,035
30 Jun 19₹11,931

Baroda Pioneer ELSS 96 SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Baroda Pioneer ELSS 96

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jul 19

DurationReturns
1 Month -2.3%
3 Month -3.8%
6 Month 1.1%
1 Year -5%
3 Year 5.6%
5 Year
10 Year
15 Year
Since launch 2.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -13.6%
2017 37.2%
2016 3.3%
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Baroda Pioneer ELSS 96
NameSinceTenure
Dipak Acharya1 Apr 0613.17 Yr.
Sanjay Chawla1 Nov 153.58 Yr.

Data below for Baroda Pioneer ELSS 96 as on 30 Jun 19

Equity Sector Allocation
SectorValue
Financial Services36.22%
Industrials12.85%
Technology9.1%
Basic Materials9%
Consumer Cyclical8.35%
Energy7.82%
Health Care7.1%
Utility3.72%
Consumer Defensive2.35%
Asset Allocation
Asset ClassValue
Cash3.48%
Equity96.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
9%₹15 Cr60,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | ICICIBANK
7%₹12 Cr275,000
↑ 25,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 18 | HDFC
5%₹9 Cr39,000
↑ 19,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 18 | RELIANCE
5%₹8 Cr57,500
↑ 7,500
Cblo
CBLO | -
4%₹6 Cr
Indraprastha Gas Ltd (Utilities)
Equity, Since 28 Feb 19 | 532514
4%₹6 Cr175,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
3%₹5 Cr60,000
Havells India Ltd (Industrials)
Equity, Since 31 Jan 19 | 517354
3%₹4 Cr60,000
City Union Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | CUB
3%₹4 Cr200,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN
3%₹4 Cr120,000

3. Baroda Pioneer Hybrid Equity Fund

(Erstwhile Baroda Pioneer Balance Fund)

The scheme is targeted for long-term capital appreciation along with stability through a well balanced portfolio comprising of equity,equity related instruments, money market instrument and debt securities.

Baroda Pioneer Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 12 Sep 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.2% since its launch.  Ranked 21 in Hybrid Equity category.  Return for 2018 was -7.6% , 2017 was 31% and 2016 was 4.5% .

Below is the key information for Baroda Pioneer Hybrid Equity Fund

Baroda Pioneer Hybrid Equity Fund
Growth
Launch Date 12 Sep 03
NAV (19 Jul 19) ₹53.94 ↓ -0.53   (-0.97 %)
Net Assets (Cr) ₹616 on 30 Jun 19
Category Hybrid - Hybrid Equity
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.89
Sharpe Ratio -0.1
Information Ratio -0.89
Alpha Ratio -8.21
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹11,081
30 Jun 16₹11,436
30 Jun 17₹13,312
30 Jun 18₹14,050
30 Jun 19₹14,274

Baroda Pioneer Hybrid Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Baroda Pioneer Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jul 19

DurationReturns
1 Month -1.7%
3 Month -3.6%
6 Month 0.6%
1 Year -2.1%
3 Year 6.2%
5 Year 6.6%
10 Year
15 Year
Since launch 11.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -7.6%
2017 31%
2016 4.5%
2015 2.6%
2014 29.2%
2013 6.7%
2012 23%
2011 -19.8%
2010 16.6%
2009 40%
Fund Manager information for Baroda Pioneer Hybrid Equity Fund
NameSinceTenure
Dipak Acharya1 Apr 0613.17 Yr.
Sanjay Chawla1 Nov 153.58 Yr.

Data below for Baroda Pioneer Hybrid Equity Fund as on 30 Jun 19

Asset Allocation
Asset ClassValue
Cash10.66%
Equity74.53%
Debt14.81%
Equity Sector Allocation
SectorValue
Financial Services28.6%
Industrials10.78%
Technology8.91%
Basic Materials8.2%
Energy5.85%
Health Care4.74%
Utility2.71%
Consumer Cyclical2.46%
Consumer Defensive2.28%
Debt Sector Allocation
SectorValue
Cash Equivalent10.66%
Corporate9.42%
Government5.39%
Credit Quality
RatingValue
AA31.14%
AAA52.55%
BBB16.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
7%₹49 Cr200,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | ICICIBANK
5%₹35 Cr825,000
↑ 75,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 18 | RELIANCE
4%₹25 Cr190,000
↑ 20,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
4%₹25 Cr310,000
ICICI Bank Limited
Debentures | -
4%₹25 Cr250
Cblo
CBLO | -
4%₹23 Cr
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 18 | HDFC
3%₹22 Cr100,000
↑ 60,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 28 Feb 19 | 532514
3%₹18 Cr525,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 15 | LT
3%₹17 Cr110,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN
3%₹17 Cr475,000

4. Baroda Pioneer Treasury Advantage Fund

The main objective of the scheme is to provide optimal returns and liquidity through a portfolio comprising of debt securities and money market instruments.

Baroda Pioneer Treasury Advantage Fund is a Debt - Low Duration fund was launched on 24 Jun 09. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 6.1% since its launch.  Ranked 4 in Low Duration category.  Return for 2018 was 7% , 2017 was 7.6% and 2016 was 9.2% .

Below is the key information for Baroda Pioneer Treasury Advantage Fund

Baroda Pioneer Treasury Advantage Fund
Growth
Launch Date 24 Jun 09
NAV (19 Jul 19) ₹1,811.67 ↑ 0.29   (0.02 %)
Net Assets (Cr) ₹346 on 30 Jun 19
Category Debt - Low Duration
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately Low
Expense Ratio 0.84
Sharpe Ratio -0.87
Information Ratio -0.66
Alpha Ratio -120.77
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 13.04%
Effective Maturity 1 Year 21 Days
Modified Duration 9 Months 18 Days

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹10,927
30 Jun 16₹11,915
30 Jun 17₹12,953
30 Jun 18₹13,822
30 Jun 19₹12,097

Baroda Pioneer Treasury Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹191,330.
Net Profit of ₹11,330
Invest Now

Returns for Baroda Pioneer Treasury Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jul 19

DurationReturns
1 Month 0.6%
3 Month -16.6%
6 Month -15.4%
1 Year -12.5%
3 Year 0.5%
5 Year 3.9%
10 Year
15 Year
Since launch 6.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 7%
2017 7.6%
2016 9.2%
2015 9%
2014 9.4%
2013 9.3%
2012 10.1%
2011 9.2%
2010 5.8%
2009
Fund Manager information for Baroda Pioneer Treasury Advantage Fund
NameSinceTenure
Hetal Shah24 Jun 099.94 Yr.
Alok Sahoo24 Jun 099.94 Yr.

Data below for Baroda Pioneer Treasury Advantage Fund as on 30 Jun 19

Asset Allocation
Asset ClassValue
Cash48.58%
Debt51.42%
Debt Sector Allocation
SectorValue
Corporate53.26%
Cash Equivalent46.74%
Credit Quality
RatingValue
A17.11%
AA24.44%
AAA23.75%
BBB34.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indiabulls Housing Finance Limited
Debentures | -
19%₹95 Cr950
Dewan Housing Finance Corporation Limited
Debentures | -
15%₹72 Cr750,000
ARM INFRA & UTILITIES PRIVATE LIMITED
Debentures | -
10%₹51 Cr750
Yes Bank Limited
Debentures | -
9%₹45 Cr495
Edelweiss Commodities Services Limited
Debentures | -
9%₹44 Cr440
Aspire Home Finance Corporation Limited
Debentures | -
7%₹33 Cr330
Net Receivable / Payable
Net Current Assets | -
6%₹29 Cr
IndusInd Bank Limited
Debentures | -
5%₹24 Cr250
Dewan Housing Finance Corporation Limited
Debentures | -
4%₹19 Cr265,000
Muthoot Finance Limited
Debentures | -
3%₹15 Cr150,000

5. Baroda Pioneer Short Term Bond Fund

The objective of the Scheme is to generate income from a portfolio constituted of short term debt and money market securities.

Baroda Pioneer Short Term Bond Fund is a Debt - Short term Bond fund was launched on 30 Jun 10. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 8.2% since its launch.  Ranked 21 in Short term Bond category.  Return for 2018 was 7.1% , 2017 was 7.6% and 2016 was 9.5% .

Below is the key information for Baroda Pioneer Short Term Bond Fund

Baroda Pioneer Short Term Bond Fund
Growth
Launch Date 30 Jun 10
NAV (19 Jul 19) ₹20.4769 ↑ 0.00   (0.02 %)
Net Assets (Cr) ₹289 on 30 Jun 19
Category Debt - Short term Bond
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.23
Sharpe Ratio 4.08
Information Ratio 0.6
Alpha Ratio 0.63
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.25%),15 Days and above(NIL)
Yield to Maturity 8.62%
Effective Maturity 2 Years 8 Months 21 Days
Modified Duration 2 Years 25 Days

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹10,941
30 Jun 16₹11,874
30 Jun 17₹13,007
30 Jun 18₹13,798
30 Jun 19₹14,969

Baroda Pioneer Short Term Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹206,148.
Net Profit of ₹26,148
Invest Now

Returns for Baroda Pioneer Short Term Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jul 19

DurationReturns
1 Month 1.1%
3 Month 3.1%
6 Month 5.1%
1 Year 9.1%
3 Year 8.2%
5 Year 8.6%
10 Year
15 Year
Since launch 8.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 7.1%
2017 7.6%
2016 9.5%
2015 8.6%
2014 9.5%
2013 7.9%
2012 9.2%
2011 8.3%
2010
2009
Fund Manager information for Baroda Pioneer Short Term Bond Fund
NameSinceTenure
Hetal Shah30 Jun 108.92 Yr.
Alok Sahoo30 Jun 108.92 Yr.

Data below for Baroda Pioneer Short Term Bond Fund as on 30 Jun 19

Asset Allocation
Asset ClassValue
Cash38.99%
Debt61.01%
Debt Sector Allocation
SectorValue
Corporate57.97%
Cash Equivalent35.85%
Government6.18%
Credit Quality
RatingValue
A0.68%
AA34.51%
AAA61.38%
BBB3.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Limited
Debentures | -
7%₹23 Cr230
National Bank For Agriculture And Rural Development
Debentures | -
7%₹21 Cr210
↑ 210
NHPC LIMITED (NATIONAL HYDROELECTRIC POWER CORPORATION LTD)
Debentures | -
6%₹20 Cr200
Larsen And Toubro Limited
Debentures | -
6%₹20 Cr200
↑ 200
IIFL Wealth Finance Limited
Debentures | -
6%₹20 Cr170
INDUSIND BANK LIMITED
Certificate of Deposit | -
6%₹19 Cr2,000
PNB Housing Finance Limited
Debentures | -
6%₹19 Cr190
National Bank For Agriculture And Rural Development
Debentures | -
5%₹16 Cr160
Muthoot Finance Limited
Debentures | -
5%₹15 Cr151,000
Edelweiss Commodities Services Limited
Debentures | -
5%₹14 Cr150

List of Name Change in Schemes of Baroda Pioneer Mutual Fund

After SEBI's (Securities and Exchange Board of India) circulation on re-categorisation and rationalisation of open-ended mutual funds, many Mutual Fund Houses are incorporating changes in their scheme names and categories. SEBI introduced new and broad categories in Mutual Funds in order to bring uniformity in similar schemes launched by the different Mutual Funds. This is to aim and ensure that investors can find it easier to compare the products and evaluate the different options available before Investing in a scheme.

Here is a list of Baroda schemes that got new names:

Existing Scheme Name New Scheme Name
Baroda Pioneer MIP Fund Baroda Pioneer Conservative Hybrid Fund
Baroda Pioneer Credit Opportunities Fund Baroda Pioneer Credit Risk Fund
Baroda Pioneer Balance Fund Baroda Pioneer Hybrid Equity Fund
Baroda Pioneer Growth Fund Baroda Pioneer Multi Cap Fund

*Note-The list will be updated as and when we get an insight about the changes in the scheme names.

Baroda Pioneer SIP Mutual Fund

Baroda Pioneer Mutual Fund offers a Systematic Investment plan or SIP as a mode of Mutual Fund investment. It is a popular mode of Mutual Fund investment in the company schemes. Baroda Pioneer Growth Fund allows you to invest in SIP mode. The company also provides you with sip calculator in order to calculate and reach your Financial goals.

Baroda Pioneer Mutual Fund Calculator

Likewise, many fund houses, Baroda Pioneer Mutual Fund too offers mutual fund calculator to their individuals. People use the calculator to determine their savings amount, which schemes they need to choose for investment, and so on. Mutual Fund calculator gives the output depending on the input data like income level, present expenses, how much amount can be invested, expected rate of returns on investment, and other related parameters.

Know Your Monthly SIP Amount

   
My Goal Amount:
Goal Tenure:
Years
Expected Annual Returns:
%
Total investment required is ₹3/month for 20 Years
  or   ₹257 one time (Lumpsum)
to achieve ₹5,000
Invest Now

Baroda Pioneer Mutual Fund Statement

Investors can generate Baroda Pioneer Mutual Fund account statement from their website. All you need to do is enter Folio number and the respective date of the statement that you would need.

Baroda Pioneer Mutual Fund NAV

Baroda Pioneer Mutual Fund NAV can be found on the AMFI website. The latest NAV can also be found on the asset management company’s website. You can also check for the historical NAV of the Baroda Pioneer Mutual Fund on the AMFI website.

Why Opt Baroda Pioneer Mutual Fund?

1. Safe Investment

The Mutual Fund schemes offered by Baroda Pioneer are among the more safe category. Schemes offer greater safety of returns and good risk management.

2. Low-Risk Profile

The primary Asset Allocation of most of the schemes is in money market instruments. These money market instruments have a low-risk profile.

3. Trusted Name

Baroda Pioneer is a trusted name in the Mutual Funds market. The company has a great track record of handling assets and giving steady returns.

4. Consistency

It provides supreme investment performance with the help of superior investment management aided by investment experts.

5. Innovative Features

The AMC aims at increasing useful and innovative service features.

Address

501 TITANIUM, 5TH Floor, Western Express Highway, Goregaon (E), Mumbai- 400 063

Sponsor(s)

Pioneer Global Asset Management S.p.A. and Bank of Baroda

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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