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

22.08
6.22%
NA
Capital Growth and Income
Medium Horizon
Moderate
2.43%
13 yrs 2 months08 Sep 2004
₹ 31.49 Cr18 Oct 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
5.88
3 Month
1.19
1 YR
6.79
2 YR
7.75
3 YR
8.70
TenureReturns (CAGR)
1 YR
6.9
2 YR
8.15
3 YR
7.65
5 YR
8.78
10 YR
7.78

Portfolio

Company Name% Assets
GOI 26/12/2029 6.79%18.83
GOI 02/06/2028 8.60%10.54
GOI 09/05/2030 7.61%9.91
GOI 19/03/2030 7.88%8.41
GOI 11/01/2026 7.59%3.3
Indusind Bank Ltd. 9.50%3.24
Tata Capital Financial Services Ltd. 09/06/2020 7.87%3.19
India Infoline Housing Finance Ltd. 03/04/20182.5
IIFL Realty Ltd. 14/09/20182.03
Power Grid Corpn. Of India Ltd. 25/02/2018 8.90%2

Top Sectoral Holdings

Sector Name% Assets
Financial5.26
Automobile2.15
Metals2.05
Services1.67
FMCG1.59
Chemicals1.53
Construction0.91
Energy0.69
Engineering0.5
Cons Durable0.41

Indicators

Standard Deviation3.09%
Beta0.76%
Sharpe Ratio1.22

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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