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Baroda Pioneer Mutual Fund | Best Baroda Mutual Fund Schemes

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Baroda Pioneer Mutual Fund

Updated on October 17, 2019 , 1377 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 ₹23.75
↑ 0.10
₹42-1.92.521.710.511.11.2
Baroda Pioneer Large Cap Fund Growth ₹14.8
↑ 0.11
₹302.31.1135.97.5-3.9
Baroda Pioneer Multi Cap Fund Growth ₹97.41
↑ 0.85
₹7600.5-1.28.94.57.4-11.9
Baroda Pioneer ELSS 96 Growth ₹43.57
↑ 0.31
₹1490.6-25.53 -13.6
Baroda Pioneer Mid-Cap Fund Growth ₹8.68
↑ 0.08
₹440-3.23.12.60.6-14.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 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 ₹1,752.4
↑ 1.00
₹183-3.3-19.3-16.5-1.478.75%11M 7D1Y 2M 6D
Baroda Pioneer Liquid Fund Growth ₹2,217.1
↑ 0.64
₹6,3251.53.27.177.55.57%11D12D
Baroda Pioneer Short Term Bond Fund Growth ₹20.8226
↑ 0.01
₹2981.74.89.47.87.18.13%2Y 4M 17D3Y 2M 25D
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 ₹14.2352
↑ 0.01
₹7420.5-0.23.65.85.98.56%1Y 3M 6D1Y 8M 20D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 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 ₹25.3172
↑ 0.02
₹1907.214.578.13.9
Baroda Pioneer Hybrid Equity Fund Growth ₹54.13
↑ 0.28
₹548-0.6-3.33.63.96.6-7.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 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 ₹43.57
↑ 0.31
₹1490.6-25.53 -13.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 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 7.7% 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 Oct 19) ₹2,217.1 ↑ 0.64   (0.03 %)
Net Assets (Cr) ₹6,325 on 31 Aug 19
Category Debt - Liquid Fund
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Low
Expense Ratio 0.21
Sharpe Ratio 13.8
Information Ratio -0.48
Alpha Ratio 0.39
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 5.57%
Effective Maturity 12 Days
Modified Duration 11 Days

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹10,862
30 Sep 16₹11,733
30 Sep 17₹12,525
30 Sep 18₹13,423
30 Sep 19₹14,387

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 Oct 19

DurationReturns
1 Month 0.5%
3 Month 1.5%
6 Month 3.2%
1 Year 7.1%
3 Year 7%
5 Year 7.5%
10 Year
15 Year
Since launch 7.7%
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 31 Aug 19

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Cash Equivalent53.95%
Corporate41.81%
Government4.24%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cblo
CBLO | -
25%₹1,159 Cr
91 DTB 12122019
Sovereign Bonds | -
7%₹330 Cr33,390,200
↑ 33,390,200
SYNDICATE BANK
Certificate of Deposit | -
4%₹199 Cr20,000
↑ 20,000
EXPORT-IMPORT BANK OF INDIA
Commercial Paper | -
4%₹199 Cr4,000
↑ 4,000
BANK OF INDIA
Certificate of Deposit | -
4%₹198 Cr20,000
↑ 20,000
ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED
Commercial Paper | -
4%₹198 Cr4,000
L&T FINANCE LIMITED
Commercial Paper | -
4%₹198 Cr4,000
↑ 4,000
ADITYA BIRLA HOUSING FINANCE LIMITED
Commercial Paper | -
4%₹198 Cr4,000
↑ 4,000
AXIS BANK LIMITED
Certificate of Deposit | -
4%₹198 Cr20,000
↑ 20,000
91 DTB 05122019
Sovereign Bonds | -
4%₹191 Cr19,282,400
↑ 19,282,400

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 2.5% 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 (18 Oct 19) ₹43.57 ↑ 0.31   (0.72 %)
Net Assets (Cr) ₹149 on 31 Aug 19
Category Equity - ELSS
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 3.01
Sharpe Ratio -1.14
Information Ratio -1.23
Alpha Ratio -7.33
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹9,373
30 Sep 16₹10,492
30 Sep 17₹12,030
30 Sep 18₹11,527
30 Sep 19₹11,654

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 21 Oct 19

DurationReturns
1 Month 6.3%
3 Month 0.6%
6 Month -2%
1 Year 5.5%
3 Year 3%
5 Year
10 Year
15 Year
Since launch 2.5%
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 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services37.81%
Technology11.58%
Basic Materials9.16%
Industrials8.16%
Consumer Defensive8.07%
Consumer Cyclical7.27%
Energy5.72%
Health Care3.65%
Utility2%
Communication Services0.23%
Asset Allocation
Asset ClassValue
Cash4.64%
Equity93.66%
Other1.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
9%₹13 Cr60,000
Cblo
CBLO | -
7%₹11 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | ICICIBANK
6%₹9 Cr215,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 18 | HDFC
5%₹8 Cr35,000
↑ 2,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 19 | TCS
5%₹7 Cr30,000
↑ 5,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | TITAN
3%₹5 Cr46,000
↑ 16,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 03 | LT
3%₹5 Cr37,500
State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN
3%₹5 Cr170,000
↑ 35,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 18 | RELIANCE
3%₹4 Cr35,000
↓ -5,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 May 19 | RAMCOCEM
3%₹4 Cr60,000
↑ 10,000

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 11.1% 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 (18 Oct 19) ₹54.13 ↑ 0.28   (0.52 %)
Net Assets (Cr) ₹548 on 31 Aug 19
Category Hybrid - Hybrid Equity
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.89
Sharpe Ratio -1.15
Information Ratio -1.07
Alpha Ratio -9.43
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 Sep 14₹10,000
30 Sep 15₹10,620
30 Sep 16₹11,823
30 Sep 17₹13,494
30 Sep 18₹13,442
30 Sep 19₹13,432

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 Oct 19

DurationReturns
1 Month 4.7%
3 Month -0.6%
6 Month -3.3%
1 Year 3.6%
3 Year 3.9%
5 Year 6.6%
10 Year
15 Year
Since launch 11.1%
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 31 Aug 19

Asset Allocation
Asset ClassValue
Cash6.77%
Equity71.67%
Debt21.56%
Equity Sector Allocation
SectorValue
Financial Services29.31%
Technology9.78%
Basic Materials8.45%
Industrials5.97%
Energy5.03%
Health Care4.59%
Consumer Defensive4.03%
Utility2.76%
Consumer Cyclical1.73%
Debt Sector Allocation
SectorValue
Corporate13.29%
Government7.3%
Cash Equivalent3.93%
Credit Quality
RatingValue
AA46.33%
AAA46.67%
BBB3.94%
Below B3.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
9%₹49 Cr400,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | ICICIBANK
5%₹29 Cr665,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 18 | HDFC
5%₹26 Cr130,000
↑ 30,000
ICICI Bank Limited
Debentures | -
5%₹25 Cr250
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 18 | RELIANCE
3%₹17 Cr130,000
↑ 25,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 15 | LT
3%₹17 Cr115,000
Marico Ltd (Consumer Defensive)
Equity, Since 30 Sep 18 | 531642
3%₹16 Cr400,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 18 | TCS
3%₹16 Cr75,000
City Union Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | CUB
3%₹16 Cr720,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | ITC
3%₹16 Cr600,000
↑ 600,000

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 5.6% 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 (18 Oct 19) ₹1,752.4 ↑ 1.00   (0.06 %)
Net Assets (Cr) ₹183 on 31 Aug 19
Category Debt - Low Duration
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately Low
Expense Ratio 0.84
Sharpe Ratio -0.89
Information Ratio -0.68
Alpha Ratio -85.89
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 8.75%
Effective Maturity 1 Year 2 Months 6 Days
Modified Duration 11 Months 7 Days

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹10,941
30 Sep 16₹11,948
30 Sep 17₹12,907
30 Sep 18₹13,719
30 Sep 19₹11,451

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 ₹188,454.
Net Profit of ₹8,454
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 Oct 19

DurationReturns
1 Month 0.2%
3 Month -3.3%
6 Month -19.3%
1 Year -16.5%
3 Year -1.4%
5 Year 2.8%
10 Year
15 Year
Since launch 5.6%
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 0910.02 Yr.
Alok Sahoo24 Jun 0910.02 Yr.

Data below for Baroda Pioneer Treasury Advantage Fund as on 31 Aug 19

Asset Allocation
Asset ClassValue
Cash45.62%
Debt54.38%
Debt Sector Allocation
SectorValue
Corporate82.22%
Cash Equivalent17.78%
Credit Quality
RatingValue
A17.53%
AA14.1%
AAA39.82%
BBB14.8%
Below B13.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Yes Bank Limited
Debentures | -
23%₹27 Cr335
Aspire Home Finance Corporation Limited
Debentures | -
17%₹20 Cr200
↓ -130
Net Receivable / Payable
Net Current Assets | -
14%₹17 Cr
Muthoot Finance Limited
Debentures | -
12%₹15 Cr150,000
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA
Certificate of Deposit | -
11%₹13 Cr1,400
↓ -100
India Infoline Finance Limited
Debentures | -
7%₹9 Cr90
Small Industries Development Bank Of India
Certificate of Deposit | -
6%₹7 Cr700
Cblo
CBLO | -
4%₹5 Cr
Indiabulls Housing Finance Limited
Debentures | -
4%₹5 Cr50,000
Edelweiss Commodities Services Limited
Debentures | -
2%₹2 Cr20

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 (18 Oct 19) ₹20.8226 ↑ 0.01   (0.06 %)
Net Assets (Cr) ₹298 on 31 Aug 19
Category Debt - Short term Bond
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.23
Sharpe Ratio 4.19
Information Ratio 0.51
Alpha Ratio 0.39
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.25%),15 Days and above(NIL)
Yield to Maturity 8.13%
Effective Maturity 3 Years 2 Months 25 Days
Modified Duration 2 Years 4 Months 17 Days

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹10,921
30 Sep 16₹11,942
30 Sep 17₹12,943
30 Sep 18₹13,683
30 Sep 19₹14,956

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 Oct 19

DurationReturns
1 Month 0.6%
3 Month 1.7%
6 Month 4.8%
1 Year 9.4%
3 Year 7.8%
5 Year 8.4%
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 109.01 Yr.
Alok Sahoo30 Jun 109.01 Yr.

Data below for Baroda Pioneer Short Term Bond Fund as on 31 Aug 19

Asset Allocation
Asset ClassValue
Cash23.62%
Debt76.38%
Debt Sector Allocation
SectorValue
Corporate61.62%
Government27.04%
Cash Equivalent11.34%
Credit Quality
RatingValue
A0.71%
AA29.82%
AAA69.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BAJAJ FINANCE LIMITED
Debentures | -
8%₹26 Cr250
IndusInd Bank Limited
Debentures | -
8%₹24 Cr250
Reliance Industries Limited
Debentures | -
7%₹23 Cr230
National Bank For Agriculture And Rural Development
Debentures | -
7%₹21 Cr210
NHPC LIMITED (NATIONAL HYDROELECTRIC POWER CORPORATION LTD)
Debentures | -
7%₹21 Cr200
Larsen And Toubro Limited
Debentures | -
7%₹20 Cr200
INDUSIND BANK LIMITED
Certificate of Deposit | -
6%₹20 Cr2,000
National Bank For Agriculture And Rural Development
Debentures | -
5%₹17 Cr160
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA
Certificate of Deposit | -
5%₹16 Cr1,700
↑ 1,000
Muthoot Finance Limited
Debentures | -
5%₹15 Cr151,000

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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