Baroda Pioneer Conservative Hybrid (Hybrid, Hybrid Conservative Hybri)

Moderate
14 yrs 5 monthsStarted on:08 Sep 2004
₹ 20.08 Cras on: 21 Jan 2019
Medium Horizon
2.10%
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)
3 Month4.64
1 YR3.34
2 YR4.80
3 YR6.86

SIP Returns

TenureReturns (CAGR)
1 YR6.66
2 YR4.84
3 YR5.46
5 YR6.34
10 YR7.24

Portfolio

Company Name% Assets
GOI 17/09/2031 6.68%34.78
GOI 08/01/2028 7.17%34.42
GOI 11/01/2026 7.59%5.04
GOI 15/02/2027 8.24%2.61
GOI 20/03/2029 7.59%2.51
HDFC Bank Ltd.2.11
ICICI Bank Ltd.1.26
Axis Bank Ltd.1.24
ITC Ltd.1.12
Larsen & Toubro Infotech Ltd.1.12

Top Sectoral Holdings

Sector Name% Assets
Financial6.87
FMCG3.17
Technology3.12
Healthcare2.64
Engineering1.24
Automobile0.99
Construction0.86
Chemicals0.39

Indicators

LabelValue
Standard Deviation3.61%
Beta0.47%
Sharpe Ratio0.04

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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