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

15 yrs 2 monthsStarted on:08 Sep 2004
₹ 36.54 Cras on: 15 Oct 2019
Medium Horizon
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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TenureReturns (CAGR)
1 Month0.27
1 YR14.19
2 YR6.98
3 YR6.92

SIP Returns

TenureReturns (CAGR)
1 YR11.83
2 YR9.61
3 YR8.07
5 YR7.58
10 YR8.02


Company Name% Assets
GOI 08/01/2028 7.17%3.63
GOI 11/01/2026 7.59%2.86
Housing Development Finance Corpn. Ltd.1.89
HDFC Bank Ltd.1.65
GOI 15/02/2027 8.24%1.47
GOI 20/03/2029 7.59%1.43
Infosys Ltd.1.1
ICICI Bank Ltd.0.94
Bajaj Finance Ltd.0.83
Larsen & Toubro Ltd.0.61

Top Sectoral Holdings

Sector Name% Assets
Cons Durable0.17


Standard Deviation4.05%
Sharpe Ratio0.25

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