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

Moderate
15 yrs 6 monthsStarted on:08 Sep 2004
₹ 24.87 Cras on: 20 Feb 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)
YTD2.35
1 Month2.13
3 Month2.51
1 YR13.90
2 YR9.43
3 YR8.00

SIP Returns

TenureReturns (CAGR)
1 YR11.31
2 YR11.01
3 YR9.1
5 YR8.13
10 YR8.26

Portfolio

Company Name% Assets
GOI 07/10/2029 6.45%62.72
GOI 08/01/2028 7.17%5.33
GOI 11/01/2026 7.59%4.19
Infosys Ltd.2.26
GOI 15/02/2027 8.24%2.17
GOI 20/03/2029 7.59%2.1
Housing Development Finance Corpn. Ltd.1.94
HDFC Bank Ltd.1.48
Bajaj Finance Ltd.1.32
ICICI Bank Ltd.1.27

Top Sectoral Holdings

Sector Name% Assets
Financial7.41
Technology2.74
Healthcare1.33
Communication1
FMCG0.75
Engineering0.72
Services0.71
Automobile0.46

Indicators

LabelValue
Standard Deviation3.85%
Beta1.09%
Sharpe Ratio0.27

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