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టాప్ 10 బెస్ట్ బరోడా మ్యూచువల్ ఫండ్ స్కీమ్‌లు 2022 - ఫిన్‌క్యాష్

ఫిన్‌క్యాష్ »బరోడా పయనీర్ మ్యూచువల్ ఫండ్ »ఉత్తమ బరోడా మ్యూచువల్ ఫండ్ పథకాలు

10 ఉత్తమ బరోడా మ్యూచువల్ ఫండ్ పథకాలు 2022

Updated on December 20, 2024 , 28920 views

బరోడా మ్యూచువల్ ఫండ్ కంపెనీ అత్యంత వేగంగా అభివృద్ధి చెందుతున్న వాటిలో ఒకటిAMCలు భారతదేశం లో. ఫండ్ హౌస్ వివిధ రకాల పెట్టుబడి అవసరాలను తీర్చడంలో శక్తివంతంగా సిద్ధంగా ఉందిపెట్టుబడిదారుడు. బరోడా మ్యూచువల్ ఫండ్ ఈక్విటీ, డెట్, వంటి వివిధ పథకాలను అందిస్తుంది.లిక్విడ్ ఫండ్స్, మొదలైనవి

ఇన్వెస్టర్లు లిక్విడ్ ఫండ్స్‌లో ఇన్వెస్ట్ చేయవచ్చుఆదాయం కాలక్రమేణా.రుణ నిధి మీ స్వల్ప మరియు మధ్య కాల లక్ష్యాలను సాధించడానికి మంచి ఎంపిక. మీరు దీర్ఘకాలికంగా పెట్టుబడి పెట్టాలనుకుంటే మరియు అధిక-రిస్క్ ఆకలిని కలిగి ఉంటే, మీరు ఆదర్శంగా పెట్టుబడి పెట్టవచ్చుఈక్విటీ ఫండ్స్. 2022లో పెట్టుబడి పెట్టడానికి టాప్ 10 ఉత్తమ బరోడా మ్యూచువల్ ఫండ్ స్కీమ్‌లు క్రింది విధంగా ఉన్నాయి.

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Baroda

బరోడా మ్యూచువల్ ఫండ్స్‌లో ఎందుకు పెట్టుబడి పెట్టాలి?

సురక్షిత పెట్టుబడి

అందించే మ్యూచువల్ ఫండ్ పథకాలుబరోడా పయనీర్ మరింత సురక్షితమైన వర్గంలో ఉన్నాయి. స్కీమ్‌లు ఎక్కువ రాబడి భద్రతను మరియు మంచి రిస్క్ మేనేజ్‌మెంట్‌ను అందిస్తాయి.

తక్కువ-రిస్క్ ప్రొఫైల్

ప్రాథమికఆస్తి కేటాయింపు చాలా పథకాలు ఉన్నాయిడబ్బు బజారు సాధన. ఈ డబ్బుసంత సాధనాలు తక్కువ-ప్రమాద ప్రొఫైల్.

విశ్వసనీయ పేరు

బరోడా పయనీర్ అనేది విశ్వసనీయమైన పేరుమ్యూచువల్ ఫండ్స్ సంత. ఆస్తులను నిర్వహించడంలో మరియు స్థిరమైన రాబడిని ఇవ్వడంలో కంపెనీకి గొప్ప ట్రాక్ రికార్డ్ ఉంది.

స్థిరత్వం

పెట్టుబడి నిపుణుల సహాయంతో ఉన్నతమైన పెట్టుబడి నిర్వహణ సహాయంతో ఇది అత్యుత్తమ పెట్టుబడి పనితీరును అందిస్తుంది. ఇన్నోవేటివ్ ఫీచర్‌లు: ఉపయోగకరమైన మరియు వినూత్నమైన సర్వీస్ ఫీచర్‌లను పెంచడం AMC లక్ష్యం.

ఉత్తమ బరోడా మ్యూచువల్ ఫండ్ పథకాలు

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 ₹2,896.93
↑ 0.55
₹11,112 5,000 500 1.73.57.36.45.36.97
Baroda Pioneer Multi Cap Fund Growth ₹294.504
↓ -5.16
₹2,791 5,000 500 -2734.82123.917.230.8
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 ₹27.9029
↓ 0.00
₹198 5,000 500 1.63.97.65.85.77.37
Baroda Pioneer Banking And Financial Services Fund Growth ₹43.6401
↓ -0.69
₹204 5,000 500 -5.54.413.617.410.712.520.5
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
30 Nov 19₹10,000
30 Nov 20₹8,693
30 Nov 21₹9,239

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 (22 Dec 24) ₹2,896.93 ↑ 0.55   (0.02 %)
Net Assets (Cr) ₹11,112 on 15 Dec 24
Category Debt - Liquid Fund
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Low
Expense Ratio 0.3
Sharpe Ratio 4.32
Information Ratio -2.88
Alpha Ratio -0.13
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 7.12%
Effective Maturity 1 Month 8 Days
Modified Duration 1 Month 8 Days
Sub Cat. Liquid Fund

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,433
30 Nov 21₹10,774
30 Nov 22₹11,272
30 Nov 23₹12,057
30 Nov 24₹12,939

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 0.5%
3 Month 1.7%
6 Month 3.5%
1 Year 7.3%
3 Year 6.4%
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
Gurvinder Wasan21 Oct 240.11 Yr.
Vikram Pamnani14 Mar 222.72 Yr.

Data below for Baroda Pioneer Liquid Fund as on 15 Dec 24

Asset Allocation
Asset ClassValue
Cash99.82%
Other0.18%
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO/Reverse Repo | -
5%₹605 Cr
91 DTB 05122024
Sovereign Bonds | -
5%₹508 Cr50,866,600
Hdfc Bank Limited (04/02/2025) ** #
Net Current Assets | -
4%₹494 Cr10,000
↑ 10,000
Punjab National Bank (07/02/2025) ** #
Net Current Assets | -
4%₹444 Cr9,000
↑ 9,000
91 DTB 13022025
Sovereign Bonds | -
4%₹395 Cr40,000,000
Export Import Bank Of India (10/12/2024) **
Net Current Assets | -
3%₹349 Cr7,000
↑ 7,000
Grasim Industries Limited (10/12/2024) **
Net Current Assets | -
3%₹299 Cr6,000
↑ 6,000
State Bank Of India (27/12/2024) ** #
Net Current Assets | -
3%₹299 Cr6,000
↑ 6,000
Adani Ports And Special Economic Zone Limited (27/12/2024) **
Net Current Assets | -
3%₹298 Cr6,000
↑ 6,000
364 Days T - Bill- 06/02/2025
Sovereign Bonds | -
3%₹296 Cr30,000,000

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 17.2% 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 (20 Dec 24) ₹294.504 ↓ -5.16   (-1.72 %)
Net Assets (Cr) ₹2,791 on 30 Nov 24
Category Equity - Multi Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio 2.81
Information Ratio 0.1
Alpha Ratio 12.28
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
30 Nov 19₹10,000
30 Nov 20₹11,245
30 Nov 21₹16,960
30 Nov 22₹17,674
30 Nov 23₹21,331
30 Nov 24₹29,298

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 4.9%
3 Month -2%
6 Month 7%
1 Year 34.8%
3 Year 21%
5 Year 23.9%
10 Year
15 Year
Since launch 17.2%
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 159.09 Yr.
Sandeep Jain14 Mar 222.72 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services24.26%
Technology15.52%
Industrials13.6%
Health Care9.47%
Consumer Cyclical7.92%
Basic Materials7.75%
Consumer Defensive7.52%
Utility3.4%
Energy2.94%
Communication Services1.77%
Real Estate1.27%
Asset Allocation
Asset ClassValue
Cash3.46%
Equity96.18%
Debt0.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
4%₹103 Cr799,815
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
3%₹87 Cr499,736
Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Apr 23 | BECTORFOOD
3%₹72 Cr379,226
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
3%₹70 Cr525,000
PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 543390
2%₹68 Cr400,000
↑ 75,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 500251
2%₹64 Cr90,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA
2%₹63 Cr340,000
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Jul 24 | FSL
2%₹61 Cr1,800,000
↑ 300,000
Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 Mar 24 | JYOTICNC
2%₹61 Cr579,492
GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 Aug 24 | 522275
2%₹60 Cr336,712

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
30 Nov 19₹10,000
30 Nov 20₹11,065
30 Nov 21₹14,875

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 7.3% 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 (20 Dec 24) ₹27.9029 ↓ 0.00   (-0.02 %)
Net Assets (Cr) ₹198 on 15 Dec 24
Category Debt - Short term Bond
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.04
Sharpe Ratio 1.32
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 7.46%
Effective Maturity 3 Years 4 Months 10 Days
Modified Duration 2 Years 9 Months 7 Days
Sub Cat. Short term Bond

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,750
30 Nov 21₹11,160
30 Nov 22₹11,471
30 Nov 23₹12,233
30 Nov 24₹13,196

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 1.6%
6 Month 3.9%
1 Year 7.6%
3 Year 5.8%
5 Year 5.7%
10 Year
15 Year
Since launch 7.3%
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
Gurvinder Wasan21 Oct 240.11 Yr.
Vikram Pamnani10 Jul 240.39 Yr.

Data below for Baroda Pioneer Short Term Bond Fund as on 15 Dec 24

Asset Allocation
Asset ClassValue
Cash4.74%
Debt94.93%
Other0.33%
Debt Sector Allocation
SectorValue
Corporate57.51%
Government37.41%
Cash Equivalent4.74%
Credit Quality
RatingValue
AA13.36%
AAA86.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.32% Govt Stock 2030
Sovereign Bonds | -
21%₹41 Cr4,000,000
↑ 1,500,000
National Housing Bank
Debentures | -
8%₹15 Cr1,500
Power Grid Corporation Of India Limited
Debentures | -
6%₹12 Cr120
Hindustan Petroleum Corporation Limited
Debentures | -
6%₹12 Cr120
Jamnagar Utilities And Power Private Limited
Debentures | -
5%₹10 Cr1,000
Larsen And Toubro Limited
Debentures | -
5%₹10 Cr1,000
Indian Oil Corporation Limited
Debentures | -
5%₹10 Cr100
Indian Railway Finance Corporation Limited
Debentures | -
5%₹10 Cr100
Nomura Capital (India) Pvt. Ltd.
Debentures | -
5%₹10 Cr1,000
Shriram Finance Limited
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 12.5% 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 (20 Dec 24) ₹43.6401 ↓ -0.69   (-1.56 %)
Net Assets (Cr) ₹204 on 30 Nov 24
Category Equity - Sectoral
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.37
Sharpe Ratio 1.2
Information Ratio 0.89
Alpha Ratio 3.64
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
30 Nov 19₹10,000
30 Nov 20₹9,498
30 Nov 21₹10,892
30 Nov 22₹12,513
30 Nov 23₹13,955
30 Nov 24₹17,218

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 ₹395,578.
Net Profit of ₹95,578
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 1.5%
3 Month -5.5%
6 Month 4.4%
1 Year 13.6%
3 Year 17.4%
5 Year 10.7%
10 Year
15 Year
Since launch 12.5%
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 222.72 Yr.
Arjun Bagga21 Oct 240.11 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services94.39%
Technology1.39%
Asset Allocation
Asset ClassValue
Cash2.04%
Equity97.6%
Debt0.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 14 | HDFCBANK
22%₹45 Cr250,450
↑ 40,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
18%₹37 Cr285,000
State Bank of India (Financial Services)
Equity, Since 30 Jun 12 | SBIN
7%₹14 Cr171,500
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | AXISBANK
6%₹11 Cr100,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
4%₹9 Cr51,400
↑ 12,500
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Sep 24 | BAJAJFINSV
3%₹6 Cr37,500
Bajaj Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | BAJAJHFL
2%₹5 Cr374,965
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 May 23 | PFC
2%₹5 Cr100,000
↑ 15,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 21 | BAJFINANCE
2%₹5 Cr7,476
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 24 | SHRIRAMFIN
2%₹5 Cr16,000

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
30 Nov 19₹10,000
30 Nov 20₹10,782
30 Nov 21₹13,903

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
30 Nov 19₹10,000
30 Nov 20₹11,205
30 Nov 21₹11,932

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
30 Nov 19₹10,000
30 Nov 20₹12,674
30 Nov 21₹19,806

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
30 Nov 19₹10,000
30 Nov 20₹11,210
30 Nov 21₹15,926

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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