fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
শীর্ষ 10 সেরা বরোদা মিউচুয়াল ফান্ড স্কিম 2022 - Fincash

ফিনক্যাশ »বরোদা পাইওনিয়ার মিউচুয়াল ফান্ড »সেরা বরোদা মিউচুয়াল ফান্ড স্কিম

10টি সেরা বরোদা মিউচুয়াল ফান্ড স্কিম 2022৷

Updated on March 31, 2025 , 29113 views

বরোদা মিউচুয়াল ফান্ড কোম্পানি দ্রুত বর্ধনশীল একএএমসি ভারতে. ফান্ড হাউসটি একজনের বিভিন্ন বিনিয়োগের চাহিদা মেটাতে শক্তিশালীভাবে প্রস্তুতবিনিয়োগকারী. বরোদা মিউচুয়াল ফান্ড বিভিন্ন স্কিম অফার করে যেমন ইক্যুইটি, ঋণ,তরল তহবিল, ইত্যাদি

বিনিয়োগকারীরা নিয়মিত উৎপন্ন করতে তরল তহবিলে বিনিয়োগ করতে পারেনআয় সময়ের সাথে সাথেঋণ তহবিল আপনার স্বল্প থেকে মধ্যমেয়াদী লক্ষ্য অর্জনের জন্য একটি ভাল বিকল্প। আপনি যদি দীর্ঘমেয়াদে বিনিয়োগ করতে চান এবং উচ্চ-ঝুঁকির ক্ষুধা থাকে তবে আপনি আদর্শভাবে বিনিয়োগ করতে পারেনইক্যুইটি ফান্ড. 2022 সালে বিনিয়োগের জন্য শীর্ষ 10টি সেরা বরোদা মিউচুয়াল ফান্ড স্কিম নিচে দেওয়া হল।

এই তহবিলগুলি AUM এর মতো নির্দিষ্ট পরামিতিগুলি গ্রহণ করে সংক্ষিপ্ত তালিকাভুক্ত করা হয়েছে,না, অতীত পারফরম্যান্স, পিয়ার গড় রিটার্ন, ইত্যাদি

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Baroda

বরোদা মিউচুয়াল ফান্ডে কেন বিনিয়োগ করবেন?

নিরাপদ বিনিয়োগ

মিউচুয়াল ফান্ড স্কিম অফার করেবরোদা পাইওনিয়ার আরও নিরাপদ বিভাগের মধ্যে রয়েছে। স্কিমগুলি রিটার্নের অধিক নিরাপত্তা এবং ভাল ঝুঁকি ব্যবস্থাপনা প্রদান করে।

কম-ঝুঁকির প্রোফাইল

প্রাথমিকসম্পদ বরাদ্দ অধিকাংশ স্কিম মধ্যে আছেঅর্থ বাজার যন্ত্র এই টাকাবাজার যন্ত্রের কম-বিপজ্জনক প্রোফাইল.

বিশ্বস্ত নাম

বরোদা পাইওনিয়ার একটি বিশ্বস্ত নামযৌথ পুঁজি বাজার কোম্পানির সম্পদ পরিচালনা এবং অবিচলিত রিটার্ন দেওয়ার একটি দুর্দান্ত ট্র্যাক রেকর্ড রয়েছে।

ধারাবাহিকতা

এটি বিনিয়োগ বিশেষজ্ঞদের সহায়তায় উচ্চতর বিনিয়োগ ব্যবস্থাপনার সাহায্যে সর্বোচ্চ বিনিয়োগ কর্মক্ষমতা প্রদান করে। উদ্ভাবনী বৈশিষ্ট্য: AMC-এর লক্ষ্য দরকারী এবং উদ্ভাবনী পরিষেবা বৈশিষ্ট্যগুলি বৃদ্ধি করা।

সেরা বরোদা মিউচুয়াল ফান্ড স্কিম

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2023 (%)
Baroda Pioneer Treasury Advantage Fund Growth ₹1,600.39
↑ 0.30
₹28 5,000 500 0.71.23.7-9.5-3.23.8
Baroda Pioneer Liquid Fund Growth ₹2,956.66
↑ 1.79
₹10,429 5,000 500 1.83.67.36.75.46.97.3
Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36
₹389 5,000 500 -3.5-0.814.814.311.212
Baroda Pioneer Short Term Bond Fund Growth ₹28.6701
↑ 0.11
₹211 5,000 500 2.548.36.45.87.47.7
Baroda Pioneer Multi Cap Fund Growth ₹262.646
↑ 3.26
₹2,401 5,000 500 -12.6-12.26.514.328.716.431.7
Baroda Pioneer Banking And Financial Services Fund Growth ₹44.0727
↑ 0.43
₹211 5,000 500 -0.9-313.215.522.312.312.5
Baroda Pioneer Large Cap Fund Growth ₹20.532
↑ 0.03
₹51 5,000 500 -5.7-7.35.913.810.56.3
Baroda Pioneer Conservative Hybrid Fund Growth ₹30.2092
↑ 0.02
₹33 5,000 500 -1.7-1.23.39.17.86.5
Baroda Pioneer Mid-Cap Fund Growth ₹16.5124
↑ 0.15
₹97 5,000 500 -8.10.126.222.515.94.5
Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33
₹210 500 500 -6.1-3.517.616.711.68.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 22

1. 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 3.8% since its launch.  Ranked 4 in Low Duration category. .

Below is the key information for Baroda Pioneer Treasury Advantage Fund

Baroda Pioneer Treasury Advantage Fund
Growth
Launch Date 24 Jun 09
NAV (13 Mar 22) ₹1,600.39 ↑ 0.30   (0.02 %)
Net Assets (Cr) ₹28 on 31 Jan 22
Category Debt - Low Duration
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately Low
Expense Ratio 0.89
Sharpe Ratio 0.37
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 4.07%
Effective Maturity 8 Months 1 Day
Modified Duration 7 Months 17 Days
Sub Cat. Low Duration

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹12,689

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 13 Mar 22

DurationReturns
1 Month 0.2%
3 Month 0.7%
6 Month 1.2%
1 Year 3.7%
3 Year -9.5%
5 Year -3.2%
10 Year
15 Year
Since launch 3.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Baroda Pioneer Treasury Advantage Fund
NameSinceTenure

Data below for Baroda Pioneer Treasury Advantage Fund as on 31 Jan 22

Asset Allocation
Asset ClassValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. 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 6.9% since its launch.  Ranked 22 in Liquid Fund category.  Return for 2024 was 7.3% , 2023 was 7% and 2022 was 4.9% .

Below is the key information for Baroda Pioneer Liquid Fund

Baroda Pioneer Liquid Fund
Growth
Launch Date 5 Feb 09
NAV (02 Apr 25) ₹2,956.66 ↑ 1.79   (0.06 %)
Net Assets (Cr) ₹10,429 on 28 Feb 25
Category Debt - Liquid Fund
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Low
Expense Ratio 0.3
Sharpe Ratio 3.48
Information Ratio -2.66
Alpha Ratio -0.08
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 7.23%
Effective Maturity 1 Month 16 Days
Modified Duration 1 Month 16 Days
Sub Cat. Liquid Fund

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹10,339
31 Mar 22₹10,694
31 Mar 23₹11,306
31 Mar 24₹12,116
31 Mar 25₹12,994

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 ₹197,169.
Net Profit of ₹17,169
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 13 Mar 22

DurationReturns
1 Month 0.7%
3 Month 1.8%
6 Month 3.6%
1 Year 7.3%
3 Year 6.7%
5 Year 5.4%
10 Year
15 Year
Since launch 6.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 7.3%
2022 7%
2021 4.9%
2020 3.3%
2019 4.1%
2018 6.6%
2017 7.5%
2016 6.7%
2015 7.8%
2014 8.4%
Fund Manager information for Baroda Pioneer Liquid Fund
NameSinceTenure
Gurvinder Wasan21 Oct 240.44 Yr.
Vikram Pamnani14 Mar 223.05 Yr.

Data below for Baroda Pioneer Liquid Fund as on 28 Feb 25

Asset Allocation
Asset ClassValue
Cash99.79%
Other0.21%
Debt Sector Allocation
SectorValue
Cash Equivalent75.12%
Corporate20.58%
Government4.1%
Credit Quality
RatingValue
AA1.37%
AAA98.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
91 DTB 28032025
Sovereign Bonds | -
5%₹499 Cr50,000,000
Net Receivables / (Payables)
CBLO | -
4%-₹475 Cr
91 Days Tbill Red 24-04-2025
Sovereign Bonds | -
4%₹447 Cr45,000,000
Axis Bank Limited
Certificate of Deposit | -
4%₹445 Cr9,000
↓ -1,000
91 DTB 30052025
Sovereign Bonds | -
4%₹395 Cr40,000,000
India (Republic of)
- | -
4%₹394 Cr40,000,000
↑ 40,000,000
Indian Bank
Certificate of Deposit | -
3%₹346 Cr7,000
↓ -3,000
91 Days Tbill
Sovereign Bonds | -
3%₹322 Cr32,500,000
Indian Railway Finance Corporation Limited
Commercial Paper | -
3%₹300 Cr6,000
National Bank for Agriculture and Rural Development
Commercial Paper | -
3%₹295 Cr6,000
↑ 6,000

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 12% since its launch.  Ranked 21 in Hybrid Equity category. .

Below is the key information for Baroda Pioneer Hybrid Equity Fund

Baroda Pioneer Hybrid Equity Fund
Growth
Launch Date 12 Sep 03
NAV (11 Mar 22) ₹81.2894 ↑ 0.36   (0.45 %)
Net Assets (Cr) ₹389 on 31 Jan 22
Category Hybrid - Hybrid Equity
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio 2.59
Information Ratio -0.07
Alpha Ratio 6.53
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Sub Cat. Hybrid Equity

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹15,320

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

DurationReturns
1 Month -2.8%
3 Month -3.5%
6 Month -0.8%
1 Year 14.8%
3 Year 14.3%
5 Year 11.2%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Baroda Pioneer Hybrid Equity Fund
NameSinceTenure

Data below for Baroda Pioneer Hybrid Equity Fund as on 31 Jan 22

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. 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 7.4% since its launch.  Ranked 21 in Short term Bond category.  Return for 2024 was 7.7% , 2023 was 7% and 2022 was 3% .

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 (02 Apr 25) ₹28.6701 ↑ 0.11   (0.38 %)
Net Assets (Cr) ₹211 on 28 Feb 25
Category Debt - Short term Bond
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.04
Sharpe Ratio 0.67
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.25%),15 Days and above(NIL)
Yield to Maturity 7.44%
Effective Maturity 3 Years 4 Months 17 Days
Modified Duration 2 Years 9 Months 7 Days
Sub Cat. Short term Bond

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹10,549
31 Mar 22₹10,982
31 Mar 23₹11,391
31 Mar 24₹12,217
31 Mar 25₹13,182

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 ₹197,169.
Net Profit of ₹17,169
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 13 Mar 22

DurationReturns
1 Month 1.5%
3 Month 2.5%
6 Month 4%
1 Year 8.3%
3 Year 6.4%
5 Year 5.8%
10 Year
15 Year
Since launch 7.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 7.7%
2022 7%
2021 3%
2020 3.7%
2019 7.5%
2018 8.8%
2017 7.1%
2016 7.6%
2015 9.5%
2014 8.6%
Fund Manager information for Baroda Pioneer Short Term Bond Fund
NameSinceTenure
Gurvinder Wasan21 Oct 240.44 Yr.
Vikram Pamnani10 Jul 240.72 Yr.

Data below for Baroda Pioneer Short Term Bond Fund as on 28 Feb 25

Asset Allocation
Asset ClassValue
Cash4.73%
Debt94.94%
Other0.33%
Debt Sector Allocation
SectorValue
Corporate62.16%
Government32.78%
Cash Equivalent4.73%
Credit Quality
RatingValue
AA13.58%
AAA86.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.32% Govt Stock 2030
Sovereign Bonds | -
16%₹33 Cr3,200,000
↓ -900,000
National Housing Bank
Debentures | -
7%₹15 Cr1,500
Power Finance Corporation Ltd.
Debentures | -
7%₹15 Cr1,500
Hindustan Petroleum Corporation Limited
Debentures | -
6%₹12 Cr120
Larsen And Toubro Limited
Debentures | -
5%₹10 Cr1,000
Jamnagar Utilities And Power Private Limited
Debentures | -
5%₹10 Cr1,000
Indian Railway Finance Corporation Limited
Debentures | -
5%₹10 Cr100
Nomura Capital (India) Pvt. Ltd.
Debentures | -
5%₹10 Cr1,000
PNb Housing Finance Limited
Debentures | -
5%₹10 Cr1,000
LIC Housing Finance Limited
Debentures | -
5%₹10 Cr1,000

5. 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.

Baroda Pioneer Multi Cap Fund is a Equity - Multi Cap fund was launched on 12 Sep 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.4% since its launch.  Ranked 37 in Multi Cap category.  Return for 2024 was 31.7% , 2023 was 30.8% and 2022 was -3% .

Below is the key information for Baroda Pioneer Multi Cap Fund

Baroda Pioneer Multi Cap Fund
Growth
Launch Date 12 Sep 03
NAV (02 Apr 25) ₹262.646 ↑ 3.26   (1.26 %)
Net Assets (Cr) ₹2,401 on 28 Feb 25
Category Equity - Multi Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio -0.14
Information Ratio -0.04
Alpha Ratio 3.93
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)
Sub Cat. Multi Cap

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,887
31 Mar 22₹22,635
31 Mar 23₹21,551
31 Mar 24₹31,443
31 Mar 25₹34,085

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 ₹612,552.
Net Profit of ₹312,552
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 13 Mar 22

DurationReturns
1 Month 7%
3 Month -12.6%
6 Month -12.2%
1 Year 6.5%
3 Year 14.3%
5 Year 28.7%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 -1.6%
Fund Manager information for Baroda Pioneer Multi Cap Fund
NameSinceTenure
Sanjay Chawla1 Nov 159.34 Yr.
Sandeep Jain14 Mar 222.97 Yr.

Data below for Baroda Pioneer Multi Cap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services22.3%
Health Care14.59%
Industrials13.6%
Consumer Cyclical11.83%
Technology9.82%
Consumer Defensive9.24%
Basic Materials5.14%
Energy3.75%
Communication Services1.96%
Real Estate1.63%
Utility1.04%
Asset Allocation
Asset ClassValue
Cash3.13%
Equity96.08%
Debt0.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
4%₹101 Cr834,815
↑ 35,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
4%₹90 Cr750,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
4%₹87 Cr499,736
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 24 | DIVISLAB
2%₹55 Cr100,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA
2%₹54 Cr340,000
Sagility India Ltd (Healthcare)
Equity, Since 30 Nov 24 | SAGILITY
2%₹54 Cr12,531,677
↑ 500,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 24 | NAVINFLUOR
2%₹53 Cr140,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | RADICO
2%₹52 Cr249,003
Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Apr 23 | BECTORFOOD
2%₹50 Cr379,226
Infosys Ltd (Technology)
Equity, Since 29 Feb 24 | INFY
2%₹49 Cr290,791
↓ -29,209

6. 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.

Baroda Pioneer Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 22 Jun 12. It is a fund with High risk and has given a CAGR/Annualized return of 12.3% since its launch.  Ranked 32 in Sectoral category.  Return for 2024 was 12.5% , 2023 was 20.5% and 2022 was 15.7% .

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 (02 Apr 25) ₹44.0727 ↑ 0.43   (0.99 %)
Net Assets (Cr) ₹211 on 28 Feb 25
Category Equity - Sectoral
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.37
Sharpe Ratio 0.13
Information Ratio 0.34
Alpha Ratio -5.45
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,284
31 Mar 22₹16,684
31 Mar 23₹17,714
31 Mar 24₹22,833
31 Mar 25₹26,502

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 ₹530,691.
Net Profit of ₹230,691
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 13 Mar 22

DurationReturns
1 Month 7.4%
3 Month -0.9%
6 Month -3%
1 Year 13.2%
3 Year 15.5%
5 Year 22.3%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 -11.8%
Fund Manager information for Baroda Pioneer Banking And Financial Services Fund
NameSinceTenure
Sandeep Jain14 Mar 223.05 Yr.
Arjun Bagga21 Oct 240.44 Yr.

Data below for Baroda Pioneer Banking And Financial Services Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services93.23%
Technology0.83%
Asset Allocation
Asset ClassValue
Cash5.62%
Equity94.06%
Debt0.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 14 | HDFCBANK
23%₹48 Cr277,450
↑ 12,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
19%₹41 Cr340,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
7%₹14 Cr73,400
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 532215
6%₹12 Cr115,000
State Bank of India (Financial Services)
Equity, Since 30 Jun 12 | SBIN
5%₹10 Cr151,500
↓ -50,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 21 | 500034
5%₹10 Cr11,976
↓ -2,500
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 22 | CHOLAFIN
2%₹5 Cr35,000
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Aug 24 | HDFCAMC
2%₹4 Cr12,000
↑ 6,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Oct 24 | 533398
2%₹4 Cr20,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Sep 24 | 532978
2%₹4 Cr22,500
↑ 10,000

7. 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.

Baroda Pioneer Large Cap Fund is a Equity - Large Cap fund was launched on 22 Jun 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 6.3% since its launch.  Ranked 59 in Large Cap category. .

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)
Sub Cat. Large Cap

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹15,873

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
Invest Now

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 13 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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
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

8. Baroda Pioneer Conservative Hybrid Fund

(Erstwhile Baroda Pioneer MIP Fund)

To generate regular income through investment in debt and money market instruments and also to generate long term capital appreciation by investing a portion in equity and equity related instruments.

Baroda Pioneer Conservative Hybrid Fund is a Hybrid - Hybrid Debt fund was launched on 8 Sep 04. It is a fund with Moderate risk and has given a CAGR/Annualized return of 6.5% since its launch.  Ranked 44 in Hybrid Debt category. .

Below is the key information for Baroda Pioneer Conservative Hybrid Fund

Baroda Pioneer Conservative Hybrid Fund
Growth
Launch Date 8 Sep 04
NAV (11 Mar 22) ₹30.2092 ↑ 0.02   (0.06 %)
Net Assets (Cr) ₹33 on 31 Jan 22
Category Hybrid - Hybrid Debt
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderate
Expense Ratio 2.08
Sharpe Ratio 0.85
Information Ratio -0.38
Alpha Ratio 0.25
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Sub Cat. Hybrid Debt

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹11,222

Baroda Pioneer Conservative Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Baroda Pioneer Conservative Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 22

DurationReturns
1 Month -1.1%
3 Month -1.7%
6 Month -1.2%
1 Year 3.3%
3 Year 9.1%
5 Year 7.8%
10 Year
15 Year
Since launch 6.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Baroda Pioneer Conservative Hybrid Fund
NameSinceTenure

Data below for Baroda Pioneer Conservative Hybrid Fund as on 31 Jan 22

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

9. 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.

Baroda Pioneer Mid-Cap Fund is a Equity - Mid Cap fund was launched on 4 Oct 10. It is a fund with High risk and has given a CAGR/Annualized return of 4.5% since its launch.  Ranked 42 in Mid Cap category. .

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)
Sub Cat. Mid Cap

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹18,227

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 13 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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
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

10. 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 8.4% since its launch. .

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
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,937

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 13 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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
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

বরোদা মিউচুয়াল ফান্ড অনলাইনে কীভাবে বিনিয়োগ করবেন?

  1. Fincash.com এ আজীবনের জন্য বিনামূল্যে বিনিয়োগ অ্যাকাউন্ট খুলুন।

  2. আপনার রেজিস্ট্রেশন এবং KYC প্রক্রিয়া সম্পূর্ণ করুন

  3. নথি আপলোড করুন (প্যান, আধার, ইত্যাদি)।এবং, আপনি বিনিয়োগ করতে প্রস্তুত!

    এবার শুরু করা যাক

Disclaimer:
এখানে প্রদত্ত তথ্য সঠিক কিনা তা নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। যাইহোক, তথ্যের সঠিকতা সম্পর্কে কোন গ্যারান্টি দেওয়া হয় না। কোনো বিনিয়োগ করার আগে স্কিমের তথ্য নথির সাথে যাচাই করুন।
How helpful was this page ?
Rated 5, based on 1 reviews.
POST A COMMENT