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

Moderate
15 yrs 3 monthsStarted on:08 Sep 2004
₹ 27.14 Cras on: 20 Nov 2019
Medium Horizon
2.08%
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)
YTD10.25
1 Month1.02
3 Month1.90
1 YR13.65
2 YR7.22
3 YR7.05

SIP Returns

TenureReturns (CAGR)
1 YR12
2 YR10.28
3 YR8.51
5 YR7.82
10 YR8.13

Portfolio

Company Name% Assets
GOI 08/01/2028 7.17%4.92
GOI 11/01/2026 7.59%3.86
Housing Development Finance Corpn. Ltd.2.75
HDFC Bank Ltd.2.23
GOI 15/02/2027 8.24%1.99
GOI 20/03/2029 7.59%1.93
Infosys Ltd.1.83
ICICI Bank Ltd.1.35
Bajaj Finance Ltd.1.11
Larsen & Toubro Ltd.0.81

Top Sectoral Holdings

Sector Name% Assets
Financial7.79
Technology2.68
FMCG1.74
Construction0.81
Communication0.69
Services0.6
Energy0.54

Indicators

LabelValue
Standard Deviation4.05%
Beta1.04%
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