Baroda Pioneer Conservative Hybrid Fund (Hybrid, Hybrid Conservative Hybri)

Moderate
15 yrs 8 monthsStarted on:08 Sep 2004
₹ 25.36 Cras on: 03 Apr 2020
Medium Horizon
2.07%
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)
1 YR6.94
2 YR6.36
3 YR6.21

SIP Returns

TenureReturns (CAGR)
1 YR1.13
2 YR6.46
3 YR6.19
5 YR6.45
10 YR7.45

Portfolio

Company Name% Assets
GOI 07/10/2029 6.45%62.52
GOI 08/01/2028 7.17%5.32
GOI 11/01/2026 7.59%4.18
GOI 15/02/2027 8.24%2.16
GOI 20/03/2029 7.59%2.1
Infosys Ltd.2.09
ICICI Bank Ltd.1.18
Bharti Airtel Ltd.1.03
HDFC Bank Ltd.0.93
United Spirits Ltd.0.81

Top Sectoral Holdings

Sector Name% Assets
Financial4.46
Technology3.23
FMCG2.1
Healthcare1.37
Communication1.03
Engineering0.61
Automobile0.5

Indicators

LabelValue
Standard Deviation3.84%
Beta0.9%
Sharpe Ratio0.3

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