Baroda Pioneer Conservative Hybrid (Hybrid, Hybrid Conservative Hybri)

Moderate
14 yrs 3 monthsStarted on:08 Sep 2004
₹ 19.7 Cras on: 15 Nov 2018
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)
YTD1.01
1 Month2.03
3 Month0.31
1 YR2.17
2 YR4.23
3 YR6.00

SIP Returns

TenureReturns (CAGR)
1 YR3.05
2 YR3.26
3 YR4.63
5 YR5.99
10 YR7.01

Portfolio

Company Name% Assets
GOI 17/09/2031 6.68%34.41
GOI 08/01/2028 7.17%33.95
GOI 11/01/2026 7.59%4.99
GOI 15/02/2027 8.24%2.58
Power Finance Corpn. Ltd. 02/03/2019 9.69%2.55
GOI 20/03/2029 7.59%2.47
HDFC Bank Ltd.1.94
Housing Development Finance Corpn. Ltd.1.35
ICICI Bank Ltd.1.26
Larsen & Toubro Infotech Ltd.1.17

Top Sectoral Holdings

Sector Name% Assets
Financial6.06
FMCG2.92
Healthcare2.25
Technology2.22
Automobile0.79
Chemicals0.77
Cons Durable0.43

Indicators

LabelValue
Standard Deviation3.4%
Beta0.43%

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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