Baroda Pioneer MIP Fund - Plan A (Hybrid, Debt-oriented)

22.29
6.23%
NA
Capital Growth and Income
Medium Horizon
Moderate
2.41%
13 yrs 4 months08 Sep 2004
₹ 30.6 Cr11 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Investment Objective

The scheme aims to provide monthly income by investing in debt and money market instruments and also to generate long-term capital appreciation by investing a portion in equity and equity-related instruments.

Scheme Documents

TenureReturns (CAGR)
YTD
6.92
1 Month
0.61
3 Month
0.74
1 YR
6.52
2 YR
8.52
3 YR
7.42
TenureReturns (CAGR)
1 YR
7.09
2 YR
7.97
3 YR
7.56
5 YR
8.66
10 YR
7.83

Portfolio

Company Name% Assets
GOI 02/06/2028 8.60%11.71
GOI 09/05/2030 7.61%10.94
GOI 19/03/2030 7.88%9.3
GOI 11/01/2026 7.59%3.68
Indusind Bank Ltd. 9.50%3.64
Tata Capital Financial Services Ltd. 09/06/2020 7.87%3.59
India Infoline Housing Finance Ltd. 03/04/20182.86
IIFL Realty Ltd. 14/09/20182.33
Power Grid Corpn. Of India Ltd. 25/02/2018 8.90%2.25
GOI 15/02/2027 8.24%1.9

Top Sectoral Holdings

Sector Name% Assets
Financial6.59
Automobile2.83
Metals2.73
Chemicals2.22
FMCG1.27
Energy1.03
Construction0.96
Cons Durable0.91
Engineering0.6
Communication0.36

Indicators

Standard Deviation2.91%
Beta0.72%
Sharpe Ratio1.04

Hetal P Shah

Ms. Hetal P. Shah is a B.Com, MBA, and JAIIB.
Prior to joining Baroda AMC she has worked with Bank of India from may 1999.

Other Funds Managed by Hetal P Shah

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