Baroda Pioneer Conservative Hybrid (Hybrid, Hybrid Conservative Hybri)

Moderate
14 yrs 7 monthsStarted on:08 Sep 2004
₹ 19.07 Cras on: 22 Mar 2019
Medium Horizon
2.13%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD1.20
1 Month2.05
3 Month1.17
1 YR6.83
2 YR5.70
3 YR7.04

SIP Returns

TenureReturns (CAGR)
1 YR8.5
2 YR5.74
3 YR5.86
5 YR6.47
10 YR7.37

Portfolio

Company Name% Assets
GOI 17/09/2031 6.68%35.97
GOI 08/01/2028 7.17%32.14
GOI 11/01/2026 7.59%5.29
GOI 15/02/2027 8.24%2.72
GOI 20/03/2029 7.59%2.61
HDFC Bank Ltd.2.18
ICICI Bank Ltd.1.47
Larsen & Toubro Infotech Ltd.1.17
Sun Pharmaceutical Inds. Ltd.1.17
ITC Ltd.1.16

Top Sectoral Holdings

Sector Name% Assets
Financial7.4
Healthcare2.5
Technology2.46
Engineering1.96
FMCG1.69
Chemicals1.46
Construction1.02
Automobile0.5

Indicators

LabelValue
Standard Deviation3.57%
Beta0.49%
Sharpe Ratio0.1

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