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

Moderate
15 yrs 5 monthsStarted on:08 Sep 2004
₹ 25.16 Cras on: 20 Jan 2020
Medium Horizon
2.09%
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)
YTD0.21
1 Month0.44
3 Month1.39
1 YR11.47
2 YR7.20
3 YR6.90

SIP Returns

TenureReturns (CAGR)
1 YR8.86
2 YR9.46
3 YR8.03
5 YR7.5
10 YR7.97

Portfolio

Company Name% Assets
GOI 07/10/2029 6.45%66.1
GOI 08/01/2028 7.17%5.25
GOI 11/01/2026 7.59%4.14
HDFC Bank Ltd.2.49
GOI 15/02/2027 8.24%2.14
Infosys Ltd.2.11
GOI 20/03/2029 7.59%2.08
Housing Development Finance Corpn. Ltd.1.92
Reliance Industries Ltd.1.8
ICICI Bank Ltd.1.28

Top Sectoral Holdings

Sector Name% Assets
Financial8
Technology2.56
Energy1.8
FMCG1.46
Communication0.91
Engineering0.72
Services0.63
Healthcare0.39

Indicators

LabelValue
Standard Deviation3.86%
Beta1.06%
Sharpe Ratio0.32

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