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5 بہترین بڑودہ MF SIP اسکیمیں 2022

Updated on September 3, 2025 , 51445 views

منظمسرمایہ کاری کا منصوبہ یاگھونٹ کا ایک طریقہ ہےسرمایہ کاری ایک مقررہ وقت پر باقاعدگی سے ایک مقررہ رقم۔ یہ سب سے زیادہ لچکدار اور آسان سرمایہ کاری کا منصوبہ ہے۔ آپ کی رقم آپ سے خود بخود ڈیبٹ ہو جاتی ہے۔بینک اکاؤنٹ اور اسکیم میں سرمایہ کاری کی جاتی ہے۔ SIP کے سرمایہ کاری کے انداز کی وجہ سے، سرمایہ کاروں کو وقت دینے کی ضرورت نہیں ہے۔مارکیٹ.

بڑودہمشترکہ فنڈ، ہندوستان کا ایک نمایاں ہوناAMCs، سرمایہ کار ہمیشہ کمپنی کی طرف سے پیش کردہ SIP فنڈز کو ترجیح دیتے ہیں۔ آپ صرف INR 500 کے ساتھ SIP میں سرمایہ کاری شروع کر سکتے ہیں۔ a کے دیگر فوائد میں سے ایکSIP سرمایہ کاری یہ ہے کہ آپ اپنی منصوبہ بندی اور تکمیل کر سکتے ہیں۔مالی اہداف.

شادی جیسے مقاصدریٹائرمنٹ پلاننگ، گھر/گاڑی وغیرہ کی خریداری اچھی طرح سے منصوبہ بندی کی جا سکتی ہے اور SIP روٹ کے ساتھ وقت پر حاصل کی جا سکتی ہے۔

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Baroda

بڑودہ میوچل فنڈ ایس آئی پی میں کیوں سرمایہ کاری کریں؟

بڑودہ ایس آئی پی کمپنی کی طرف سے پیش کردہ سب سے مشہور میوچل فنڈ اسکیموں میں سے ایک ہے۔ ایک SIP بالکل اسی طرح ہے جیسے aریکرنگ ڈپازٹ. ہر ماہ ایک مخصوص تاریخ پر ایک مخصوص رقم جو آپ کے ذریعہ منتخب کی جاتی ہے آپ کی پسند کی میوچل فنڈ اسکیم میں لگائی جاتی ہے۔ SIP سرمایہ کاری کے لیے دستیاب تاریخیں کمپنی کی ویب سائٹ پر دی گئی ہیں۔ متعدد ہیں۔سرمایہ کاری کے فوائد بڑودہ ایم ایف ایس آئی پی کے ذریعے۔ ان میں سے کچھ میں شامل ہیں:

  • نظم و ضبط کے ساتھ سرمایہ کاری کی عادت
  • اپنے مالی مقصد کو حاصل کرنا
  • روپے کی اوسط لاگت کا فائدہ اٹھانا
  • ایک مدت کے دوران سرمایہ کاری میں اضافہ جو زیادہ منافع پیدا کرتا ہے۔
  • صرف INR 500 ماہانہ کی کم از کم SIP سرمایہ کاری

بڑودہ کے بہترین ایس آئی پی فنڈز درج ذیل ہیں (ایکویٹی فنڈز) سال 2022 - 2023 کے لیے۔ ان فنڈز کو AUM جیسے کچھ پیرامیٹرز کے ذریعے شارٹ لسٹ کیا جاتا ہے۔نہیں ہیں، ہم مرتبہ اوسط واپسی، ماضی کی کارکردگی، وغیرہ۔

بہترین بڑودہ ایکویٹی ایس آئی پی فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Baroda Pioneer Mid-Cap Fund Growth ₹16.5124
↑ 0.15
₹97 500 -8.10.126.222.515.9
Baroda Pioneer Multi Cap Fund Growth ₹285.34
↑ 0.08
₹2,953 500 1.313-2.318.82431.7
Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33
₹210 500 -6.1-3.517.616.711.6
Baroda Pioneer Banking And Financial Services Fund Growth ₹46.7143
↑ 0.02
₹297 500 -2.113.48.315.11912.5
Baroda Pioneer Large Cap Fund Growth ₹20.532
↑ 0.03
₹51 500 -5.7-7.35.913.810.5
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

CommentaryBaroda Pioneer Mid-Cap FundBaroda Pioneer Multi Cap FundBaroda Pioneer ELSS 96Baroda Pioneer Banking And Financial Services FundBaroda Pioneer Large Cap Fund
Point 1Bottom quartile AUM (₹97 Cr).Highest AUM (₹2,953 Cr).Lower mid AUM (₹210 Cr).Upper mid AUM (₹297 Cr).Bottom quartile AUM (₹51 Cr).
Point 2Established history (14+ yrs).Oldest track record among peers (22 yrs).Established history (10+ yrs).Established history (13+ yrs).Established history (15+ yrs).
Point 3Rating: 1★ (bottom quartile).Top rated.Not Rated.Rating: 2★ (upper mid).Rating: 2★ (lower mid).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.
Point 55Y return: 15.89% (lower mid).5Y return: 23.97% (top quartile).5Y return: 11.62% (bottom quartile).5Y return: 19.02% (upper mid).5Y return: 10.45% (bottom quartile).
Point 63Y return: 22.51% (top quartile).3Y return: 18.79% (upper mid).3Y return: 16.70% (lower mid).3Y return: 15.07% (bottom quartile).3Y return: 13.75% (bottom quartile).
Point 71Y return: 26.24% (top quartile).1Y return: -2.32% (bottom quartile).1Y return: 17.56% (upper mid).1Y return: 8.35% (lower mid).1Y return: 5.94% (bottom quartile).
Point 8Alpha: 0.00 (lower mid).Alpha: 0.28 (upper mid).Alpha: 5.69 (top quartile).Alpha: -2.36 (bottom quartile).Alpha: -3.15 (bottom quartile).
Point 9Sharpe: 3.23 (top quartile).Sharpe: -0.37 (bottom quartile).Sharpe: 2.51 (upper mid).Sharpe: 0.50 (bottom quartile).Sharpe: 1.53 (lower mid).
Point 10Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: -0.09 (bottom quartile).Information ratio: 0.33 (top quartile).Information ratio: -0.52 (bottom quartile).

Baroda Pioneer Mid-Cap Fund

  • Bottom quartile AUM (₹97 Cr).
  • Established history (14+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 15.89% (lower mid).
  • 3Y return: 22.51% (top quartile).
  • 1Y return: 26.24% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 3.23 (top quartile).
  • Information ratio: 0.00 (upper mid).

Baroda Pioneer Multi Cap Fund

  • Highest AUM (₹2,953 Cr).
  • Oldest track record among peers (22 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 23.97% (top quartile).
  • 3Y return: 18.79% (upper mid).
  • 1Y return: -2.32% (bottom quartile).
  • Alpha: 0.28 (upper mid).
  • Sharpe: -0.37 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

Baroda Pioneer ELSS 96

  • Lower mid AUM (₹210 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.62% (bottom quartile).
  • 3Y return: 16.70% (lower mid).
  • 1Y return: 17.56% (upper mid).
  • Alpha: 5.69 (top quartile).
  • Sharpe: 2.51 (upper mid).
  • Information ratio: -0.09 (bottom quartile).

Baroda Pioneer Banking And Financial Services Fund

  • Upper mid AUM (₹297 Cr).
  • Established history (13+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 19.02% (upper mid).
  • 3Y return: 15.07% (bottom quartile).
  • 1Y return: 8.35% (lower mid).
  • Alpha: -2.36 (bottom quartile).
  • Sharpe: 0.50 (bottom quartile).
  • Information ratio: 0.33 (top quartile).

Baroda Pioneer Large Cap Fund

  • Bottom quartile AUM (₹51 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.45% (bottom quartile).
  • 3Y return: 13.75% (bottom quartile).
  • 1Y return: 5.94% (bottom quartile).
  • Alpha: -3.15 (bottom quartile).
  • Sharpe: 1.53 (lower mid).
  • Information ratio: -0.52 (bottom quartile).

1. Baroda Pioneer Mid-Cap 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.

Research Highlights for Baroda Pioneer Mid-Cap Fund

  • Bottom quartile AUM (₹97 Cr).
  • Established history (14+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 15.89% (lower mid).
  • 3Y return: 22.51% (top quartile).
  • 1Y return: 26.24% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 3.23 (top quartile).
  • Information ratio: 0.00 (upper mid).

Below is the key information for 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.

DateValue
31 Aug 20₹10,000
31 Aug 21₹16,808

Baroda Pioneer Mid-Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Baroda Pioneer Mid-Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22

DurationReturns
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
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for Baroda Pioneer Mid-Cap Fund
NameSinceTenure

Data below for Baroda Pioneer Mid-Cap Fund as on 31 Jan 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. Baroda Pioneer Multi Cap Fund

(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

  • Highest AUM (₹2,953 Cr).
  • Oldest track record among peers (22 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 23.97% (top quartile).
  • 3Y return: 18.79% (upper mid).
  • 1Y return: -2.32% (bottom quartile).
  • Alpha: 0.28 (upper mid).
  • Sharpe: -0.37 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding HDFC Bank Ltd (~4.3%).

Below is the key information for Baroda Pioneer Multi Cap Fund

Baroda Pioneer Multi Cap Fund
Growth
Launch Date 12 Sep 03
NAV (05 Sep 25) ₹285.34 ↑ 0.08   (0.03 %)
Net Assets (Cr) ₹2,953 on 31 Jul 25
Category Equity - Multi Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio -0.37
Information Ratio 0
Alpha Ratio 0.28
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.

DateValue
31 Aug 20₹10,000
31 Aug 21₹16,531
31 Aug 22₹17,415
31 Aug 23₹20,347
31 Aug 24₹30,146
31 Aug 25₹28,769

Baroda Pioneer Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Baroda Pioneer Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22

DurationReturns
1 Month 1.3%
3 Month 1.3%
6 Month 13%
1 Year -2.3%
3 Year 18.8%
5 Year 24%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 31.7%
2023 30.8%
2022 -3%
2021 47.9%
2020 19.5%
2019 8.9%
2018 -11.9%
2017 36.8%
2016 2.3%
2015 -1.6%
Fund Manager information for Baroda Pioneer Multi Cap Fund
NameSinceTenure
Sanjay Chawla1 Nov 159.84 Yr.
Sandeep Jain14 Mar 223.47 Yr.

Data below for Baroda Pioneer Multi Cap Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Financial Services25.23%
Consumer Cyclical15.29%
Industrials14.46%
Health Care11.05%
Technology8.98%
Basic Materials8.65%
Consumer Defensive5.53%
Energy3.01%
Communication Services1.72%
Utility1.29%
Real Estate0.89%
Asset Allocation
Asset ClassValue
Cash1.93%
Equity97.41%
Debt0.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
4%₹128 Cr634,736
↓ -15,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
4%₹124 Cr834,815
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
3%₹89 Cr640,000
↓ -110,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | RADICO
2%₹71 Cr261,003
↑ 12,000
Sagility India Ltd (Healthcare)
Equity, Since 30 Nov 24 | SAGILITY
2%₹63 Cr13,581,677
InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Apr 25 | INDIGO
2%₹61 Cr104,000
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 590003
2%₹60 Cr2,280,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | 500825
2%₹58 Cr100,100
Rainbow Childrens Medicare Ltd (Healthcare)
Equity, Since 30 Apr 22 | 543524
2%₹57 Cr374,094
Linde India Ltd (Basic Materials)
Equity, Since 31 Jan 23 | 523457
2%₹55 Cr83,577

3. 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.

Research Highlights for Baroda Pioneer ELSS 96

  • Lower mid AUM (₹210 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.62% (bottom quartile).
  • 3Y return: 16.70% (lower mid).
  • 1Y return: 17.56% (upper mid).
  • Alpha: 5.69 (top quartile).
  • Sharpe: 2.51 (upper mid).
  • Information ratio: -0.09 (bottom quartile).

Below is the key information for 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 Not Rated
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.

DateValue
31 Aug 20₹10,000
31 Aug 21₹15,974

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 ₹405,518.
Net Profit of ₹105,518
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 11 Mar 22

DurationReturns
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
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for Baroda Pioneer ELSS 96
NameSinceTenure

Data below for Baroda Pioneer ELSS 96 as on 31 Jan 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. Baroda Pioneer Banking And Financial Services Fund

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

  • Upper mid AUM (₹297 Cr).
  • Established history (13+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 19.02% (upper mid).
  • 3Y return: 15.07% (bottom quartile).
  • 1Y return: 8.35% (lower mid).
  • Alpha: -2.36 (bottom quartile).
  • Sharpe: 0.50 (bottom quartile).
  • Information ratio: 0.33 (top quartile).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding HDFC Bank Ltd (~26.2%).
  • Top-3 holdings concentration ~52.3%.

Below is the key information for Baroda Pioneer Banking And Financial Services Fund

Baroda Pioneer Banking And Financial Services Fund
Growth
Launch Date 22 Jun 12
NAV (05 Sep 25) ₹46.7143 ↑ 0.02   (0.04 %)
Net Assets (Cr) ₹297 on 31 Jul 25
Category Equity - Sectoral
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.42
Sharpe Ratio 0.5
Information Ratio 0.33
Alpha Ratio -2.36
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.

DateValue
31 Aug 20₹10,000
31 Aug 21₹14,555
31 Aug 22₹15,244
31 Aug 23₹16,728
31 Aug 24₹21,414
31 Aug 25₹23,115

Baroda Pioneer Banking And Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Baroda Pioneer Banking And Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22

DurationReturns
1 Month -1.1%
3 Month -2.1%
6 Month 13.4%
1 Year 8.3%
3 Year 15.1%
5 Year 19%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 12.5%
2023 20.5%
2022 15.7%
2021 8%
2020 -1%
2019 23.1%
2018 1.2%
2017 32.9%
2016 8.7%
2015 -11.8%
Fund Manager information for Baroda Pioneer Banking And Financial Services Fund
NameSinceTenure
Sandeep Jain14 Mar 223.47 Yr.
Arjun Bagga21 Oct 240.86 Yr.

Data below for Baroda Pioneer Banking And Financial Services Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Financial Services94.79%
Technology1.4%
Asset Allocation
Asset ClassValue
Cash2.45%
Equity97.32%
Debt0.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 14 | HDFCBANK
26%₹78 Cr384,950
↑ 38,500
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
20%₹58 Cr391,000
↑ 15,000
State Bank of India (Financial Services)
Equity, Since 30 Jun 12 | SBIN
7%₹20 Cr246,200
↑ 96,200
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
4%₹13 Cr65,500
↑ 7,500
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 532215
4%₹12 Cr115,000
↓ -30,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 21 | 500034
3%₹8 Cr94,760
↓ -25,000
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Aug 24 | HDFCAMC
3%₹8 Cr14,500
PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 543390
2%₹7 Cr40,000
↑ 16,500
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL
2%₹7 Cr260,000
↑ 35,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 May 25 | SBILIFE
2%₹6 Cr35,300
↑ 10,000

5. Baroda Pioneer Large Cap Fund

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

  • Bottom quartile AUM (₹51 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.45% (bottom quartile).
  • 3Y return: 13.75% (bottom quartile).
  • 1Y return: 5.94% (bottom quartile).
  • Alpha: -3.15 (bottom quartile).
  • Sharpe: 1.53 (lower mid).
  • Information ratio: -0.52 (bottom quartile).

Below is the key information for 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.

DateValue
31 Aug 20₹10,000
31 Aug 21₹14,976

Baroda Pioneer Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
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Returns for Baroda Pioneer Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22

DurationReturns
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
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for Baroda Pioneer Large Cap Fund
NameSinceTenure

Data below for Baroda Pioneer Large Cap Fund as on 31 Jan 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

SIP سرمایہ کاری کیسے بڑھتی ہے؟

جاننا چاہتے ہیں کہ اگر آپ ایک مخصوص مدت کے لیے ماہانہ ایک مخصوص رقم کی سرمایہ کاری کرتے ہیں تو آپ کی SIP سرمایہ کاری کیسے بڑھے گی؟ ہم آپ کو ایک مثال سے سمجھاتے ہیں۔

ایس آئی پی کیلکولیٹر یا ایس آئی پی ریٹرن کیلکولیٹر

SIP کیلکولیٹر عام طور پر ان پٹ لیتے ہیں جیسے SIP سرمایہ کاری کی رقم (مقصد) جو کوئی سرمایہ کاری کرنا چاہتا ہے، مطلوبہ سرمایہ کاری کے سالوں کی تعداد، متوقعمہنگائی شرحیں (کسی کو اس کا حساب دینا ہوگا!) اور متوقع منافع۔ لہذا، کوئی ایک مقصد حاصل کرنے کے لیے درکار SIP ریٹرن کا حساب لگا سکتا ہے!

فرض کریں، اگر آپ 10 روپے کی سرمایہ کاری کرتے ہیں،000 10 سالوں کے لیے، دیکھیں کہ آپ کی SIP سرمایہ کاری کیسے بڑھتی ہے-

ماہانہ سرمایہ کاری: INR 10,000

سرمایہ کاری کی مدت: 10 سال

سرمایہ کاری کی کل رقم: INR 12,00,000

طویل مدتی ترقی کی شرح (تقریباً): 15%

کے مطابق متوقع واپسی۔گھونٹ کیلکولیٹر: INR 27,86,573

خالص منافع: 15,86,573 روپے (مطلق واپسی۔= 132.2%)

مندرجہ بالا حسابات سے پتہ چلتا ہے کہ اگر آپ 10 سال کے لیے ماہانہ 10,000 روپے کی سرمایہ کاری کرتے ہیں (کل INR12,00,000) آپ کمائیں گے۔INR 27,86,573جس کا مطلب ہے کہ آپ جو خالص منافع کماتے ہیں۔15,86,573 روپے. کیا یہ بہت اچھا نہیں ہے!

بڑودہ میوچل فنڈ میں آن لائن سرمایہ کاری کیسے کی جائے؟

  1. Fincash.com پر لائف ٹائم کے لیے مفت انویسٹمنٹ اکاؤنٹ کھولیں۔

  2. اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔

  3. دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!

    شروع کرنے کے

Disclaimer:
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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