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Baroda Pioneer Mutual Fund | Best Baroda Mutual Fund Schemes

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Baroda Pioneer Mutual Fund

Updated on July 30, 2020 , 2893 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 (%)2019 (%)
Baroda Pioneer Large Cap Fund Growth ₹14.35
↑ 0.02
₹3210.8-6.331.43.212.1
Baroda Pioneer Multi Cap Fund Growth ₹94.17
↑ 0.08
₹74210.3-7.40.7-0.73.28.9
Baroda Pioneer Mid-Cap Fund Growth ₹8.83
↑ 0.09
₹4512.9-5.54.7-0.70.7-0.8
Baroda Pioneer ELSS 96 Growth ₹41.84
↑ 0.08
₹14912.8-7.80.2-2.52.25
Baroda Pioneer Banking And Financial Services Fund Growth ₹18.59
↓ -0.09
₹370.9-27.5-19.6-4.32.723.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jul 20

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 (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Baroda Pioneer Treasury Advantage Fund Growth ₹1,457.99
↑ 0.62
₹3319.4-16-19.4-9.2-19.210.3%7M 19D11M 5D
Baroda Pioneer Liquid Fund Growth ₹2,301.93
↑ 0.23
₹3,3730.92.35.26.56.63.21%1M 27D1M 29D
Baroda Pioneer Short Term Bond Fund Growth ₹22.2146
↑ 0.01
₹2003.64.38.37.88.86.58%1Y 9M 19D2Y 5M 4D
Baroda Pioneer Dynamic Bond Fund Growth ₹17.577
↓ 0.00
₹221.25.16.83.1-45.35%4Y 6M 7D5Y 11M 28D
Baroda Pioneer Credit Risk Fund Growth ₹13.9172
↑ 0.01
₹304-0.1-3.7-1.92.42.110.93%1Y 1M 20D1Y 6M 19D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jul 20

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 (%)2019 (%)
Baroda Pioneer Conservative Hybrid Fund Growth ₹27.6099
↑ 0.01
₹244.67.49.987.810.4
Baroda Pioneer Hybrid Equity Fund Growth ₹53.53
↑ 0.01
₹40910.3-5.31.3-0.23.83.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jul 20

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 (%)2019 (%)
Baroda Pioneer ELSS 96 Growth ₹41.84
↑ 0.08
₹14912.8-7.80.2-2.52.25
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jul 20

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 7.5% since its launch.  Ranked 22 in Liquid Fund category.  Return for 2019 was 6.6% , 2018 was 7.5% and 2017 was 6.7% .

Below is the key information for Baroda Pioneer Liquid Fund

Baroda Pioneer Liquid Fund
Growth
Launch Date 5 Feb 09
NAV (31 Jul 20) ₹2,301.93 ↑ 0.23   (0.01 %)
Net Assets (Cr) ₹3,373 on 30 Jun 20
Category Debt - Liquid Fund
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Low
Expense Ratio 0.23
Sharpe Ratio 9.13
Information Ratio -1.02
Alpha Ratio -2.09
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 3.21%
Effective Maturity 1 Month 29 Days
Modified Duration 1 Month 27 Days

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,816
31 Jul 17₹11,559
31 Jul 18₹12,370
31 Jul 19₹13,288
31 Jul 20₹13,978

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 ₹200,132.
Net Profit of ₹20,132
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 31 Jul 20

DurationReturns
1 Month 0.3%
3 Month 0.9%
6 Month 2.3%
1 Year 5.2%
3 Year 6.5%
5 Year 6.9%
10 Year
15 Year
Since launch 7.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 6.6%
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%
Fund Manager information for Baroda Pioneer Liquid Fund
NameSinceTenure
Hetal Shah5 Feb 0911.41 Yr.
Alok Sahoo5 Feb 0911.41 Yr.

Data below for Baroda Pioneer Liquid Fund as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Cash Equivalent94.3%
Corporate5.7%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
84 DTB 20082020
Sovereign Bonds | -
41%₹1,394 Cr140,000,000
↑ 115,000,000
91 DTB 17092020
Sovereign Bonds | -
15%₹497 Cr50,000,000
↑ 50,000,000
91 DTB 13082020
Sovereign Bonds | -
13%₹443 Cr44,500,000
Net Receivable / Payable
Net Current Assets | -
11%-₹378 Cr
91 DTB 30-Jul-2020
Sovereign Bonds | -
10%₹324 Cr32,500,000
↑ 32,500,000
91 DTB 07082020
Sovereign Bonds | -
7%₹229 Cr23,000,000
Power Grid Corporation Of India Limited
Commercial Paper | -
4%₹150 Cr3,000
Reliance Jio Infocomm Limited
Commercial Paper | -
4%₹149 Cr3,000
Export-Import Bank Of India
Commercial Paper | -
3%₹99 Cr2,000
↑ 2,000
NTPC Limited
Commercial Paper | -
3%₹99 Cr2,000
↑ 2,000

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 1.4% since its launch.  Return for 2019 was 5% , 2018 was -13.6% and 2017 was 37.2% .

Below is the key information for Baroda Pioneer ELSS 96

Baroda Pioneer ELSS 96
Growth
Launch Date 2 Mar 15
NAV (31 Jul 20) ₹41.84 ↑ 0.08   (0.19 %)
Net Assets (Cr) ₹149 on 30 Jun 20
Category Equity - ELSS
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2
Sharpe Ratio -0.4
Information Ratio -1.26
Alpha Ratio -3.93
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹9,995
31 Jul 17₹12,029
31 Jul 18₹12,396
31 Jul 19₹11,113
31 Jul 20₹11,140

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 ₹323,701.
Net Profit of ₹23,701
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 31 Jul 20

DurationReturns
1 Month 8%
3 Month 12.8%
6 Month -7.8%
1 Year 0.2%
3 Year -2.5%
5 Year 2.2%
10 Year
15 Year
Since launch 1.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5%
2018 -13.6%
2017 37.2%
2016 3.3%
2015
2014
2013
2012
2011
2010
Fund Manager information for Baroda Pioneer ELSS 96
NameSinceTenure
Dipak Acharya1 Apr 0614.26 Yr.
Sanjay Chawla1 Nov 154.67 Yr.

Data below for Baroda Pioneer ELSS 96 as on 30 Jun 20

Equity Sector Allocation
SectorValue
Financial Services30.81%
Technology10.36%
Health Care9.15%
Basic Materials9.09%
Energy9.05%
Consumer Defensive8.55%
Consumer Cyclical7.25%
Industrials4.41%
Communication Services3.76%
Utility3.54%
Asset Allocation
Asset ClassValue
Cash2.94%
Equity97.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | ICICIBANK
7%₹11 Cr300,000
↑ 75,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE
7%₹10 Cr60,000
↓ -15,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
6%₹9 Cr80,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 19 | INFY
6%₹8 Cr115,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 18 | HDFC
5%₹8 Cr45,000
↑ 20,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 29 Feb 20 | 500696
4%₹6 Cr27,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
4%₹6 Cr100,000
Treps
CBLO/Reverse Repo | -
3%₹5 Cr
Escorts Ltd (Industrials)
Equity, Since 31 Jan 20 | 500495
3%₹5 Cr45,000
↓ -15,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 19 | DIVISLAB
3%₹5 Cr20,000

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 10.4% since its launch.  Ranked 21 in Hybrid Equity category.  Return for 2019 was 3.6% , 2018 was -7.6% and 2017 was 31% .

Below is the key information for Baroda Pioneer Hybrid Equity Fund

Baroda Pioneer Hybrid Equity Fund
Growth
Launch Date 12 Sep 03
NAV (31 Jul 20) ₹53.53 ↑ 0.01   (0.02 %)
Net Assets (Cr) ₹409 on 30 Jun 20
Category Hybrid - Hybrid Equity
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.62
Sharpe Ratio -0.44
Information Ratio -1.58
Alpha Ratio -7.91
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
31 Jul 15₹10,000
31 Jul 16₹10,365
31 Jul 17₹12,131
31 Jul 18₹12,786
31 Jul 19₹11,892
31 Jul 20₹12,045

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 ₹331,978.
Net Profit of ₹31,978
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 31 Jul 20

DurationReturns
1 Month 6.5%
3 Month 10.3%
6 Month -5.3%
1 Year 1.3%
3 Year -0.2%
5 Year 3.8%
10 Year
15 Year
Since launch 10.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 3.6%
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%
Fund Manager information for Baroda Pioneer Hybrid Equity Fund
NameSinceTenure
Dipak Acharya1 Apr 0614.26 Yr.
Sanjay Chawla1 Nov 154.67 Yr.

Data below for Baroda Pioneer Hybrid Equity Fund as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash1.63%
Equity78.29%
Debt20.08%
Equity Sector Allocation
SectorValue
Financial Services21.59%
Basic Materials10.08%
Health Care8.46%
Consumer Defensive8.15%
Technology7.42%
Energy7.17%
Consumer Cyclical6.55%
Industrials4.6%
Communication Services3.29%
Debt Sector Allocation
SectorValue
Corporate14.14%
Government5.94%
Cash Equivalent1.63%
Credit Quality
RatingValue
AA61.57%
AAA36.36%
Below B2.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 18 | RELIANCE
7%₹29 Cr172,000
ICICI Bank Limited
Debentures | -
7%₹27 Cr270
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | ICICIBANK
6%₹25 Cr700,000
↑ 75,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 19 | INFY
4%₹18 Cr245,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
4%₹15 Cr140,000
↑ 15,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 29 Feb 20 | 500696
3%₹14 Cr65,000
Bank Of Baroda
Debentures | -
3%₹14 Cr140
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
3%₹13 Cr240,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 18 | HDFC
3%₹12 Cr68,000
↑ 20,500
Escorts Ltd (Industrials)
Equity, Since 31 Jan 20 | 500495
3%₹11 Cr110,000

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 3.5% since its launch.  Ranked 4 in Low Duration category.  Return for 2019 was -19.2% , 2018 was 7% and 2017 was 7.6% .

Below is the key information for Baroda Pioneer Treasury Advantage Fund

Baroda Pioneer Treasury Advantage Fund
Growth
Launch Date 24 Jun 09
NAV (31 Jul 20) ₹1,457.99 ↑ 0.62   (0.04 %)
Net Assets (Cr) ₹33 on 30 Jun 20
Category Debt - Low Duration
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately Low
Expense Ratio 0.83
Sharpe Ratio -1.47
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 10.3%
Effective Maturity 11 Months 5 Days
Modified Duration 7 Months 19 Days

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,907
31 Jul 17₹11,844
31 Jul 18₹12,636
31 Jul 19₹11,008
31 Jul 20₹8,877

Baroda Pioneer Treasury Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%

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 31 Jul 20

DurationReturns
1 Month 26.3%
3 Month 19.4%
6 Month -16%
1 Year -19.4%
3 Year -9.2%
5 Year -2.4%
10 Year
15 Year
Since launch 3.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -19.2%
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%
Fund Manager information for Baroda Pioneer Treasury Advantage Fund
NameSinceTenure
Hetal Shah24 Jun 0911.03 Yr.
Alok Sahoo24 Jun 0911.03 Yr.

Data below for Baroda Pioneer Treasury Advantage Fund as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash76.2%
Debt23.8%
Debt Sector Allocation
SectorValue
Cash Equivalent76.2%
Corporate16.98%
Government6.82%
Credit Quality
RatingValue
AA84.12%
AAA13.34%
Below B2.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Net Receivable / Payable
Net Current Assets | -
28%₹9 Cr
India Infoline Finance Limited
Debentures | -
27%₹9 Cr90
Treps
CBLO/Reverse Repo | -
21%₹7 Cr
Indiabulls Housing Finance Limited
Debentures | -
13%₹4 Cr50,000
NHPC LIMITED (NATIONAL HYDROELECTRIC POWER CORPORATION LTD)
Debentures | -
7%₹2 Cr20
IndusInd Bank Limited
Debentures | -
3%₹1 Cr10
Dewan Housing Finance Corporation Limited
Debentures | -
1%₹0 Cr42,700

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 2019 was 8.8% , 2018 was 7.1% and 2017 was 7.6% .

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 (31 Jul 20) ₹22.2146 ↑ 0.01   (0.07 %)
Net Assets (Cr) ₹200 on 30 Jun 20
Category Debt - Short term Bond
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.31
Sharpe Ratio 2.48
Information Ratio -0.59
Alpha Ratio -2.5
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.25%),15 Days and above(NIL)
Yield to Maturity 6.58%
Effective Maturity 2 Years 5 Months 4 Days
Modified Duration 1 Year 9 Months 19 Days

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,875
31 Jul 17₹11,879
31 Jul 18₹12,619
31 Jul 19₹13,746
31 Jul 20₹14,890

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 31 Jul 20

DurationReturns
1 Month 1.1%
3 Month 3.6%
6 Month 4.3%
1 Year 8.3%
3 Year 7.8%
5 Year 8.3%
10 Year
15 Year
Since launch 8.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 8.8%
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
Fund Manager information for Baroda Pioneer Short Term Bond Fund
NameSinceTenure
Hetal Shah30 Jun 1010.01 Yr.
Alok Sahoo30 Jun 1010.01 Yr.

Data below for Baroda Pioneer Short Term Bond Fund as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash37.86%
Debt62.14%
Debt Sector Allocation
SectorValue
Cash Equivalent37.86%
Government31.19%
Corporate30.95%
Credit Quality
RatingValue
AA40.23%
AAA59.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
33%₹65 Cr
Hindustan Petroleum Corporation Limited
Debentures | -
9%₹18 Cr170
↓ -30
NHPC LIMITED (NATIONAL HYDROELECTRIC POWER CORPORATION LTD)
Debentures | -
8%₹17 Cr150
↓ -30
National Bank For Agriculture And Rural Development
Debentures | -
7%₹15 Cr140
Tata Steel Limited
Debentures | -
7%₹15 Cr90
IndusInd Bank Limited
Debentures | -
7%₹13 Cr154
↓ -45
INDIAN RAILWAY FINANCE CORPORATION LIMITED
Debentures | -
5%₹11 Cr100
Muthoot Finance Limited
Debentures | -
5%₹9 Cr91,000
↓ -60,000
Vedanta Limited
Debentures | -
4%₹9 Cr90
Larsen And Toubro Limited
Debentures | -
4%₹7 Cr70

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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