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शीर्ष 10 सर्वोत्कृष्ट बडोदा म्युच्युअल फंड योजना 2022 - Fincash

Fincash »बडोदा पायोनियर म्युच्युअल फंड »सर्वोत्कृष्ट बडोदा म्युच्युअल फंड योजना

10 सर्वोत्कृष्ट बडोदा म्युच्युअल फंड योजना 2022

Updated on November 1, 2024 , 28823 views

बडोदा म्युच्युअल फंड कंपनी सर्वात वेगाने वाढणारी कंपनी आहेAMCs भारतात. फंड हाऊस एखाद्याच्या विविध गुंतवणुकीच्या गरजा पूर्ण करण्यासाठी सक्षमपणे तयार आहेगुंतवणूकदार. बडोदा म्युच्युअल फंड इक्विटी, कर्ज, यांसारख्या विविध योजना ऑफर करतो.लिक्विड फंड, इ.

गुंतवणूकदार नियमित उत्पन्न करण्यासाठी लिक्विड फंडामध्ये गुंतवणूक करू शकतातउत्पन्न कालांतराने.कर्ज निधी तुमची अल्प ते मध्यम मुदतीची उद्दिष्टे साध्य करण्यासाठी हा एक चांगला पर्याय आहे. जर तुम्हाला दीर्घकालीन गुंतवणूक करायची असेल आणि उच्च जोखमीची भूक असेल तर तुम्ही आदर्शपणे गुंतवणूक करू शकताइक्विटी फंड. 2022 मध्ये गुंतवणूक करण्यासाठी बडोदा म्युच्युअल फंडाच्या शीर्ष 10 सर्वोत्तम योजना खालीलप्रमाणे आहेत.

हे फंड एयूएम सारखे काही मापदंड हाती घेऊन शॉर्टलिस्ट केले गेले आहेत,नाही, मागील कामगिरी, समवयस्क सरासरी परतावा इ.

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Baroda

बडोदा म्युच्युअल फंडात गुंतवणूक का करावी?

सुरक्षित गुंतवणूक

द्वारे ऑफर केलेल्या म्युच्युअल फंड योजनाबडोदा पायोनियर अधिक सुरक्षित श्रेणीतील आहेत. योजना परताव्याची अधिक सुरक्षितता आणि चांगले जोखीम व्यवस्थापन देतात.

कमी-जोखीम प्रोफाइल

प्राथमिकमालमत्ता वाटप बहुतांश योजनांमध्ये आहेपैसा बाजार साधने हे पैसेबाजार साधनांमध्ये कमी असते-जोखीम प्रोफाइल.

विश्वसनीय नाव

बडोदा पायोनियर हे एक विश्वसनीय नाव आहेम्युच्युअल फंड बाजार कंपनीकडे मालमत्ता हाताळण्याचा आणि स्थिर परतावा देण्याचा उत्कृष्ट ट्रॅक रेकॉर्ड आहे.

सुसंगतता

हे गुंतवणूक तज्ञांच्या सहाय्याने उत्कृष्ट गुंतवणूक व्यवस्थापनाच्या मदतीने सर्वोच्च गुंतवणूक कामगिरी प्रदान करते. नाविन्यपूर्ण वैशिष्ट्ये: AMC चा उद्देश उपयुक्त आणि नाविन्यपूर्ण सेवा वैशिष्ट्ये वाढवणे आहे.

सर्वोत्कृष्ट बडोदा म्युच्युअल फंड योजना

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 ₹2,871.51
↑ 0.59
₹9,651 5,000 500 1.73.57.36.25.36.97
Baroda Pioneer Multi Cap Fund Growth ₹288.085
↓ -1.10
₹2,811 5,000 500 112.54918.423.717.330.8
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 ₹27.6911
↑ 0.01
₹203 5,000 500 2.14.27.95.75.77.47
Baroda Pioneer Banking And Financial Services Fund Growth ₹43.7955
↓ -0.33
₹187 5,000 500 4.48.832.412.712.612.820.5
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 Oct 19₹10,000
31 Oct 20₹8,457
31 Oct 21₹9,004

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 2023 was 7% , 2022 was 4.9% and 2021 was 3.3% .

Below is the key information for Baroda Pioneer Liquid Fund

Baroda Pioneer Liquid Fund
Growth
Launch Date 5 Feb 09
NAV (04 Nov 24) ₹2,871.51 ↑ 0.59   (0.02 %)
Net Assets (Cr) ₹9,651 on 30 Sep 24
Category Debt - Liquid Fund
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Low
Expense Ratio 0.3
Sharpe Ratio 2.25
Information Ratio -3.06
Alpha Ratio -0.21
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 7.17%
Effective Maturity 1 Month 22 Days
Modified Duration 1 Month 22 Days
Sub Cat. Liquid Fund

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,452
31 Oct 21₹10,790
31 Oct 22₹11,260
31 Oct 23₹12,042
31 Oct 24₹12,923

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 0.6%
3 Month 1.7%
6 Month 3.5%
1 Year 7.3%
3 Year 6.2%
5 Year 5.3%
10 Year
15 Year
Since launch 6.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 7%
2022 4.9%
2021 3.3%
2020 4.1%
2019 6.6%
2018 7.5%
2017 6.7%
2016 7.8%
2015 8.4%
2014 9.1%
Fund Manager information for Baroda Pioneer Liquid Fund
NameSinceTenure
Prashant Pimple10 Jul 240.23 Yr.
Vikram Pamnani14 Mar 222.55 Yr.

Data below for Baroda Pioneer Liquid Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash99.8%
Other0.2%
Debt Sector Allocation
SectorValue
Cash Equivalent68.81%
Corporate30.48%
Government0.51%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
91 Day T-Bill 15.11.24
Sovereign Bonds | -
6%₹595 Cr60,000,000
91 DTB 05122024
Sovereign Bonds | -
5%₹503 Cr50,866,600
Larsen And Toubro Limited
Commercial Paper | -
4%₹396 Cr8,000
Punjab National Bank
Certificate of Deposit | -
4%₹348 Cr7,000
↑ 2,000
Export-Import Bank Of India
Commercial Paper | -
4%₹345 Cr7,000
↑ 2,000
State Bank Of India
Certificate of Deposit | -
4%₹344 Cr7,000
↑ 7,000
National Bank For Agriculture And Rural Development
Commercial Paper | -
3%₹298 Cr6,000
↓ -2,000
Canara Bank
Certificate of Deposit | -
3%₹297 Cr6,000
Punjab National Bank
Certificate of Deposit | -
3%₹297 Cr6,000
Grasim Industries Limited
Commercial Paper | -
3%₹296 Cr6,000

3. 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 17.3% since its launch.  Ranked 37 in Multi Cap category.  Return for 2023 was 30.8% , 2022 was -3% and 2021 was 47.9% .

Below is the key information for Baroda Pioneer Multi Cap Fund

Baroda Pioneer Multi Cap Fund
Growth
Launch Date 12 Sep 03
NAV (04 Nov 24) ₹288.085 ↓ -1.10   (-0.38 %)
Net Assets (Cr) ₹2,811 on 30 Sep 24
Category Equity - Multi Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio 3.18
Information Ratio -0.1
Alpha Ratio 8.56
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 Oct 19₹10,000
31 Oct 20₹9,932
31 Oct 21₹17,459
31 Oct 22₹17,318
31 Oct 23₹19,446
31 Oct 24₹28,967

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 13 Mar 22

DurationReturns
1 Month -3.1%
3 Month 1%
6 Month 12.5%
1 Year 49%
3 Year 18.4%
5 Year 23.7%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 46.5%
Fund Manager information for Baroda Pioneer Multi Cap Fund
NameSinceTenure
Sanjay Chawla1 Nov 158.92 Yr.
Sandeep Jain14 Mar 222.55 Yr.

Data below for Baroda Pioneer Multi Cap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services22.5%
Technology15.61%
Industrials12.38%
Consumer Cyclical9.89%
Health Care8.26%
Basic Materials7.96%
Consumer Defensive7.5%
Utility3.62%
Energy3.46%
Communication Services2.9%
Real Estate1.5%
Asset Allocation
Asset ClassValue
Cash3.22%
Equity96.43%
Debt0.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
4%₹102 Cr799,815
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
3%₹87 Cr499,736
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
3%₹78 Cr262,500
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 543320
3%₹74 Cr2,723,000
Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Apr 23 | BECTORFOOD
3%₹72 Cr379,226
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 500251
2%₹68 Cr90,000
Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 Mar 24 | JYOTICNC
2%₹66 Cr579,492
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA
2%₹66 Cr340,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 532343
2%₹62 Cr218,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | 540611
2%₹61 Cr825,000
↑ 825,000

4. 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 Oct 19₹10,000
31 Oct 20₹10,145
31 Oct 21₹15,270

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

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 7.4% since its launch.  Ranked 21 in Short term Bond category.  Return for 2023 was 7% , 2022 was 3% and 2021 was 3.7% .

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 (04 Nov 24) ₹27.6911 ↑ 0.01   (0.05 %)
Net Assets (Cr) ₹203 on 30 Sep 24
Category Debt - Short term Bond
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.04
Sharpe Ratio 0.96
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 7.4%
Effective Maturity 3 Years 3 Months 4 Days
Modified Duration 2 Years 7 Months 20 Days
Sub Cat. Short term Bond

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,775
31 Oct 21₹11,200
31 Oct 22₹11,467
31 Oct 23₹12,252
31 Oct 24₹13,224

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 0.5%
3 Month 2.1%
6 Month 4.2%
1 Year 7.9%
3 Year 5.7%
5 Year 5.7%
10 Year
15 Year
Since launch 7.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 7%
2022 3%
2021 3.7%
2020 7.5%
2019 8.8%
2018 7.1%
2017 7.6%
2016 9.5%
2015 8.6%
2014 9.5%
Fund Manager information for Baroda Pioneer Short Term Bond Fund
NameSinceTenure
Prashant Pimple21 Oct 221.95 Yr.
Vikram Pamnani10 Jul 240.22 Yr.
Jay Sheth1 Sep 231.08 Yr.

Data below for Baroda Pioneer Short Term Bond Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash9.25%
Debt90.42%
Other0.32%
Debt Sector Allocation
SectorValue
Corporate51.14%
Government39.28%
Cash Equivalent9.25%
Credit Quality
RatingValue
AA9.78%
AAA90.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
07.32 Goi 2030
Sovereign Bonds | -
20%₹41 Cr4,000,000
National Housing Bank
Debentures | -
7%₹15 Cr1,500
Hindustan Petroleum Corporation Limited
Debentures | -
6%₹12 Cr120
Power Grid Corporation Of India 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
↑ 1,000
Indian Railway Finance Corporation Limited
Debentures | -
5%₹10 Cr100
Indian Oil Corporation Limited
Debentures | -
5%₹10 Cr100
Shriram Finance Limited
Debentures | -
5%₹10 Cr1,000
Nomura Capital (India) Pvt. Ltd.
Debentures | -
5%₹10 Cr1,000

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 12.8% since its launch.  Ranked 32 in Sectoral category.  Return for 2023 was 20.5% , 2022 was 15.7% and 2021 was 8% .

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 (04 Nov 24) ₹43.7955 ↓ -0.33   (-0.75 %)
Net Assets (Cr) ₹187 on 30 Sep 24
Category Equity - Sectoral
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.37
Sharpe Ratio 1.71
Information Ratio 0.74
Alpha Ratio 8.42
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 Oct 19₹10,000
31 Oct 20₹8,299
31 Oct 21₹12,675
31 Oct 22₹12,783
31 Oct 23₹13,695
31 Oct 24₹18,129

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 ₹415,684.
Net Profit of ₹115,684
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 -2.8%
3 Month 4.4%
6 Month 8.8%
1 Year 32.4%
3 Year 12.7%
5 Year 12.6%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 59%
Fund Manager information for Baroda Pioneer Banking And Financial Services Fund
NameSinceTenure
Sandeep Jain14 Mar 222.55 Yr.
Miten Vora1 Dec 221.83 Yr.

Data below for Baroda Pioneer Banking And Financial Services Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services95.77%
Technology1.42%
Asset Allocation
Asset ClassValue
Cash1.21%
Equity98.42%
Debt0.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
18%₹33 Cr260,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 14 | HDFCBANK
17%₹32 Cr182,950
State Bank of India (Financial Services)
Equity, Since 30 Jun 12 | SBIN
7%₹13 Cr161,500
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 532215
7%₹12 Cr100,000
Bajaj Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | BAJAJHFL
6%₹12 Cr749,929
↑ 749,929
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 24 | SHRIRAMFIN
3%₹6 Cr18,000
↑ 3,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 21 | 500034
3%₹6 Cr7,476
↓ -1,500
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
3%₹5 Cr27,900
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Sep 24 | 532978
3%₹5 Cr25,500
↑ 25,500
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | 540611
3%₹5 Cr67,500
↑ 67,500

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 Oct 19₹10,000
31 Oct 20₹9,755
31 Oct 21₹14,775

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 Oct 19₹10,000
31 Oct 20₹11,020
31 Oct 21₹12,060

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 Oct 19₹10,000
31 Oct 20₹11,076
31 Oct 21₹19,592

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 Oct 19₹10,000
31 Oct 20₹9,931
31 Oct 21₹16,353

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

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