+91-22-489139095 શ્રેષ્ઠ બરોડા MF SIP યોજનાઓ 2022
વ્યવસ્થિતરોકાણ યોજના અથવાSIP ની એક પદ્ધતિ છેરોકાણ નિયત સમયે નિયમિતપણે નિશ્ચિત રકમ. તે સૌથી લવચીક અને સરળ રોકાણ યોજના છે. તમારા પૈસા તમારામાંથી ઓટો-ડેબિટ થાય છેબેંક એકાઉન્ટ અને સ્કીમમાં રોકાણ કરવામાં આવે છે. SIP ની રોકાણ શૈલીને લીધે, રોકાણકારોને સમય ફાળવવાની જરૂર નથીબજાર.
બરોડામ્યુચ્યુઅલ ફંડ, ભારતના અગ્રણીઓમાંનું એક છેAMCs, રોકાણકારો હંમેશા કંપની દ્વારા ઓફર કરવામાં આવતા SIP ફંડને પસંદ કરે છે. તમે માત્ર INR 500 થી SIP માં રોકાણ કરવાનું શરૂ કરી શકો છો. એ.ના અન્ય ફાયદાઓમાંનો એકSIP રોકાણ તે છે કે તમે તમારી યોજના બનાવી શકો છો અને પરિપૂર્ણ કરી શકો છોનાણાકીય લક્ષ્યો.
લગ્ન જેવા લક્ષ્યો,નિવૃત્તિ આયોજન, ઘર/વાહન વગેરેની ખરીદી સારી રીતે આયોજન કરી શકાય છે અને SIP રૂટ વડે સમયસર પ્રાપ્ત કરી શકાય છે.
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બરોડા મ્યુચ્યુઅલ ફંડ SIP માં શા માટે રોકાણ કરો?
બરોડા એસઆઈપી એ કંપની દ્વારા ઓફર કરવામાં આવતી સૌથી લોકપ્રિય મ્યુચ્યુઅલ ફંડ યોજનાઓમાંની એક છે. એસઆઈપી એ જેમ જ છેરિકરિંગ ડિપોઝિટ. દર મહિને ચોક્કસ તારીખે તમારા દ્વારા પસંદ કરવામાં આવેલી ચોક્કસ રકમ તમારી પસંદગીની મ્યુચ્યુઅલ ફંડ સ્કીમમાં રોકાણ કરવામાં આવે છે. SIP રોકાણ માટે ઉપલબ્ધ તારીખો કંપનીની વેબસાઇટ પર આપવામાં આવી છે. બહુવિધ છેરોકાણના ફાયદા બરોડા MF SIP દ્વારા. તેમાંના કેટલાકનો સમાવેશ થાય છે:
- શિસ્તબદ્ધ રોકાણ કરવાની ટેવ
- તમારા નાણાકીય ધ્યેયની પ્રાપ્તિ
- રૂપિયાની સરેરાશ કિંમતનો લાભ લેવો
- સમયગાળા દરમિયાન રોકાણની વૃદ્ધિ જે વધુ વળતર આપે છે
- ન્યૂનતમ SIP રોકાણ માત્ર INR 500 માસિક
નીચે આપેલા શ્રેષ્ઠ બરોડા એસઆઈપી ફંડ્સ છે (ઇક્વિટી ફંડ્સ) વર્ષ 2022 - 2023 માટે. આ ભંડોળને AUM જેવા ચોક્કસ પરિમાણો હાથ ધરીને શોર્ટલિસ્ટ કરવામાં આવે છે,નથી, પીઅર સરેરાશ વળતર, ભૂતકાળનું પ્રદર્શન, વગેરે.
શ્રેષ્ઠ બરોડા ઇક્વિટી SIP ફંડ્સ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Baroda Pioneer Mid-Cap Fund Growth ₹16.5124
↑ 0.15 ₹97 500 -8.1 0.1 26.2 22.5 15.9 Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 ₹210 500 -6.1 -3.5 17.6 16.7 11.6 Baroda Pioneer Multi Cap Fund Growth ₹257.924
↑ 4.54 ₹3,096 500 -10.8 -8.4 -0.6 15.8 14.3 -2.8 Baroda Pioneer Large Cap Fund Growth ₹20.532
↑ 0.03 ₹51 500 -5.7 -7.3 5.9 13.8 10.5 Baroda Pioneer Banking And Financial Services Fund Growth ₹43.8275
↑ 0.99 ₹397 500 -12.5 -7.4 0.4 13.7 9.5 14.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Mar 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Baroda Pioneer Mid-Cap Fund Baroda Pioneer ELSS 96 Baroda Pioneer Multi Cap Fund Baroda Pioneer Large Cap Fund Baroda Pioneer Banking And Financial Services Fund Point 1 Bottom quartile AUM (₹97 Cr). Lower mid AUM (₹210 Cr). Highest AUM (₹3,096 Cr). Bottom quartile AUM (₹51 Cr). Upper mid AUM (₹397 Cr). Point 2 Established history (15+ yrs). Established history (11+ yrs). Oldest track record among peers (22 yrs). Established history (15+ yrs). Established history (13+ yrs). Point 3 Rating: 1★ (bottom quartile). Not Rated. Top rated. Rating: 2★ (upper mid). Rating: 2★ (lower mid). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 15.89% (top quartile). 5Y return: 11.62% (lower mid). 5Y return: 14.30% (upper mid). 5Y return: 10.45% (bottom quartile). 5Y return: 9.52% (bottom quartile). Point 6 3Y return: 22.51% (top quartile). 3Y return: 16.70% (upper mid). 3Y return: 15.77% (lower mid). 3Y return: 13.75% (bottom quartile). 3Y return: 13.73% (bottom quartile). Point 7 1Y return: 26.24% (top quartile). 1Y return: 17.56% (upper mid). 1Y return: -0.56% (bottom quartile). 1Y return: 5.94% (lower mid). 1Y return: 0.43% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: 5.69 (top quartile). Alpha: -2.16 (bottom quartile). Alpha: -3.15 (bottom quartile). Alpha: 0.73 (upper mid). Point 9 Sharpe: 3.23 (top quartile). Sharpe: 2.51 (upper mid). Sharpe: 0.74 (bottom quartile). Sharpe: 1.53 (lower mid). Sharpe: 1.34 (bottom quartile). Point 10 Information ratio: 0.00 (upper mid). Information ratio: -0.09 (lower mid). Information ratio: -0.34 (bottom quartile). Information ratio: -0.52 (bottom quartile). Information ratio: 0.47 (top quartile). Baroda Pioneer Mid-Cap Fund
Baroda Pioneer ELSS 96
Baroda Pioneer Multi Cap Fund
Baroda Pioneer Large Cap Fund
Baroda Pioneer Banking And Financial Services Fund
The primary objective of the Scheme will be to generate capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of growth oriented mid cap stocks. However, there is no assurance or guarantee that the investment objective of the Scheme will be realized. Below is the key information for Baroda Pioneer Mid-Cap Fund Returns up to 1 year are on 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. Research Highlights for Baroda Pioneer ELSS 96 Below is the key information for Baroda Pioneer ELSS 96 Returns up to 1 year are on (Erstwhile Baroda Pioneer Growth Fund) To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments. Research Highlights for Baroda Pioneer Multi Cap Fund Below is the key information for Baroda Pioneer Multi Cap Fund Returns up to 1 year are on The primary objective of the Scheme is to generate capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of large cap companies. The Scheme may also invest in debt and
money market securities. However, there is no assurance or guarantee that the investment objective of the Scheme will be realized. Research Highlights for Baroda Pioneer Large Cap Fund Below is the key information for Baroda Pioneer Large Cap Fund Returns up to 1 year are on The investment objective is to generate long-term capital appreciation for unit holders from a portfolio invested predominantly in equity and equity related securities of companies engaged in the Banking & Financial Services Sector. Research Highlights for Baroda Pioneer Banking And Financial Services Fund Below is the key information for Baroda Pioneer Banking And Financial Services Fund Returns up to 1 year are on 1. Baroda Pioneer Mid-Cap Fund
Baroda Pioneer Mid-Cap Fund
Growth Launch Date 4 Oct 10 NAV (11 Mar 22) ₹16.5124 ↑ 0.15 (0.91 %) Net Assets (Cr) ₹97 on 31 Jan 22 Category Equity - Mid Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆ Risk High Expense Ratio 2.54 Sharpe Ratio 3.23 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 Returns for Baroda Pioneer Mid-Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22 Duration Returns 1 Month -3.8% 3 Month -8.1% 6 Month 0.1% 1 Year 26.2% 3 Year 22.5% 5 Year 15.9% 10 Year 15 Year Since launch 4.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Baroda Pioneer Mid-Cap Fund
Name Since Tenure Data below for Baroda Pioneer Mid-Cap Fund as on 31 Jan 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Baroda Pioneer ELSS 96
Baroda Pioneer ELSS 96
Growth Launch Date 2 Mar 15 NAV (11 Mar 22) ₹68.6676 ↑ 0.33 (0.48 %) Net Assets (Cr) ₹210 on 31 Jan 22 Category Equity - ELSS AMC Baroda Pioneer Asset Management Co. Ltd. Rating Risk Moderately High Expense Ratio 2.55 Sharpe Ratio 2.51 Information Ratio -0.09 Alpha Ratio 5.69 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 Returns for Baroda Pioneer ELSS 96
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22 Duration Returns 1 Month -3.9% 3 Month -6.1% 6 Month -3.5% 1 Year 17.6% 3 Year 16.7% 5 Year 11.6% 10 Year 15 Year Since launch 8.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Baroda Pioneer ELSS 96
Name Since Tenure Data below for Baroda Pioneer ELSS 96 as on 31 Jan 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Baroda Pioneer Multi Cap Fund
Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (01 Apr 26) ₹257.924 ↑ 4.54 (1.79 %) Net Assets (Cr) ₹3,096 on 28 Feb 26 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 0.74 Information Ratio -0.34 Alpha Ratio -2.16 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹13,403 31 Mar 23 ₹12,762 31 Mar 24 ₹18,620 31 Mar 25 ₹20,184 31 Mar 26 ₹19,453 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22 Duration Returns 1 Month -7.6% 3 Month -10.8% 6 Month -8.4% 1 Year -0.6% 3 Year 15.8% 5 Year 14.3% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -2.8% 2023 31.7% 2022 30.8% 2021 -3% 2020 47.9% 2019 19.5% 2018 8.9% 2017 -11.9% 2016 36.8% 2015 2.3% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Sanjay Chawla 1 Nov 15 10.33 Yr. Kirtan Mehta 29 Nov 25 0.25 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 25.77% Consumer Cyclical 15.58% Industrials 12.59% Basic Materials 10.91% Health Care 9.04% Technology 8.25% Consumer Defensive 4.38% Energy 3.78% Communication Services 3.04% Real Estate 1.18% Utility 0.91% Asset Allocation
Asset Class Value Cash 4.37% Equity 94.51% Debt 1.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Nov 25 | INDUSINDBK3% ₹98 Cr 1,025,000
↑ 175,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL3% ₹94 Cr 500,000
↑ 100,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KARURVYSYA3% ₹85 Cr 2,600,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK3% ₹82 Cr 925,000
↓ -344,472 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 24 | NAVINFLUOR3% ₹81 Cr 130,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 25 | BHEL3% ₹79 Cr 3,000,000
↑ 750,000 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | TVSMOTOR2% ₹77 Cr 200,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE2% ₹77 Cr 550,000
↓ -150,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 28 Feb 25 | AMBER2% ₹72 Cr 90,000
↓ -12,500 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 25 | SBILIFE2% ₹71 Cr 350,000
↑ 50,000 4. Baroda Pioneer Large Cap Fund
Baroda Pioneer Large Cap Fund
Growth Launch Date 22 Jun 10 NAV (11 Mar 22) ₹20.532 ↑ 0.03 (0.13 %) Net Assets (Cr) ₹51 on 31 Jan 22 Category Equity - Large Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 2.59 Sharpe Ratio 1.53 Information Ratio -0.52 Alpha Ratio -3.15 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 Returns for Baroda Pioneer Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22 Duration Returns 1 Month -4.9% 3 Month -5.7% 6 Month -7.3% 1 Year 5.9% 3 Year 13.8% 5 Year 10.5% 10 Year 15 Year Since launch 6.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Baroda Pioneer Large Cap Fund
Name Since Tenure Data below for Baroda Pioneer Large Cap Fund as on 31 Jan 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Baroda Pioneer Banking And Financial Services Fund
Baroda Pioneer Banking And Financial Services Fund
Growth Launch Date 22 Jun 12 NAV (01 Apr 26) ₹43.8275 ↑ 0.99 (2.31 %) Net Assets (Cr) ₹397 on 28 Feb 26 Category Equity - Sectoral AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆ Risk High Expense Ratio 2.42 Sharpe Ratio 1.34 Information Ratio 0.47 Alpha Ratio 0.73 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹10,245 31 Mar 23 ₹10,878 31 Mar 24 ₹14,022 31 Mar 25 ₹16,274 31 Mar 26 ₹15,640 Returns for Baroda Pioneer Banking And Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22 Duration Returns 1 Month -13% 3 Month -12.5% 6 Month -7.4% 1 Year 0.4% 3 Year 13.7% 5 Year 9.5% 10 Year 15 Year Since launch 11.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 14.4% 2023 12.5% 2022 20.5% 2021 15.7% 2020 8% 2019 -1% 2018 23.1% 2017 1.2% 2016 32.9% 2015 8.7% Fund Manager information for Baroda Pioneer Banking And Financial Services Fund
Name Since Tenure Sanjay Chawla 29 Nov 25 0.25 Yr. Yash Mehta 29 Nov 25 0.25 Yr. Data below for Baroda Pioneer Banking And Financial Services Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 90.49% Technology 1.11% Asset Allocation
Asset Class Value Cash 7.18% Equity 91.59% Debt 1.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 14 | HDFCBANK12% ₹47 Cr 525,000
↓ -125,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK9% ₹34 Cr 250,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 12 | SBIN8% ₹33 Cr 271,200 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | AXISBANK7% ₹29 Cr 210,000
↑ 60,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK7% ₹27 Cr 650,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Nov 25 | INDUSINDBK5% ₹22 Cr 225,000
↑ 35,000 Canara Bank (Financial Services)
Equity, Since 31 Oct 25 | CANBK4% ₹17 Cr 1,100,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 21 | BAJFINANCE4% ₹16 Cr 160,000
↑ 50,000 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Dec 25 | SHRIRAMFIN3% ₹13 Cr 125,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 May 25 | SBILIFE3% ₹10 Cr 50,000
↑ 14,700
SIP રોકાણ કેવી રીતે વધે છે?
જો તમે ચોક્કસ સમયગાળા માટે માસિક ચોક્કસ રકમનું રોકાણ કરો તો તમારું SIP રોકાણ કેવી રીતે વધશે તે જાણવા માગો છો? અમે તમને એક ઉદાહરણ સાથે સમજાવીશું.
SIP કેલ્ક્યુલેટર અથવા SIP રીટર્ન કેલ્ક્યુલેટર
SIP કેલ્ક્યુલેટર સામાન્ય રીતે ઇનપુટ લે છે જેમ કે SIP રોકાણની રકમ (ધ્યેય), જે રોકાણ કરવા માગે છે, રોકાણના વર્ષોની સંખ્યા, અપેક્ષિતફુગાવો દરો (એકને આ માટે એકાઉન્ટ કરવાની જરૂર છે!) અને અપેક્ષિત વળતર. આથી, કોઈ લક્ષ્ય હાંસલ કરવા માટે જરૂરી SIP વળતરની ગણતરી કરી શકે છે!
ધારો કે, જો તમે 10 રૂપિયાનું રોકાણ કરો છો,000 10 વર્ષ માટે, જુઓ કે તમારું SIP રોકાણ કેવી રીતે વધે છે-
માસિક રોકાણ: INR 10,000
રોકાણનો સમયગાળો: 10 વર્ષ
રોકાણ કરેલ કુલ રકમ: INR 12,00,000
લાંબા ગાળાનો વિકાસ દર (અંદાજે): 15%
મુજબ અપેક્ષિત વળતરસિપ કેલ્ક્યુલેટર: INR 27,86,573
ચોખ્ખો નફો: INR 15,86,573 (સંપૂર્ણ વળતર= 132.2%)
ઉપરોક્ત ગણતરીઓ દર્શાવે છે કે જો તમે 10 વર્ષ માટે માસિક INR 10,000 નું રોકાણ કરો છો (કુલ INR12,00,000) તમે કમાશોINR 27,86,573, જેનો અર્થ છે કે તમે જે ચોખ્ખો નફો કરો છોINR 15,86,573. શું તે મહાન નથી!
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તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો
દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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