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

15 yrs 5 monthsStarted on:08 Sep 2004
₹ 25.16 Cras on: 20 Jan 2020
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

Similar Funds
Kotak Asset Allocator Fund
Current NAV 88.24
Return (CAGR) 15.13%
Value Research
Tata Retirement Savings Fund Conservative
Current NAV 20.96
Return (CAGR) 9.42%
Value Research
IDFC Asset Allocation Fund Of Funds Conservative
Current NAV 22.44
Return (CAGR) 8.47%
Value Research
Franklin India Life Stage FoF 50s Plus FR Fund
Current NAV 39.51
Return (CAGR) 9.24%
Value Research
SBI Debt Hybrid Fund
Current NAV 41.55
Return (CAGR) 7.85%
Value Research
Aditya Birla SL Regular Savings Fund
Current NAV 40.08
Return (CAGR) 9.26%
Value Research
ICICI Pru Advisor Series Hybrid Fund
Current NAV 36.51
Return (CAGR) 8.38%
Value Research
UTI Regular Savings Fund
Current NAV 40.81
Return (CAGR) 9.12%
Value Research
DSPular Savings Fund
Current NAV 37.34
Return (CAGR) 8.80%
Value Research
Axisular Saver Fund
Current NAV 19.58
Return (CAGR) 7.31%
Value Research
Nippon India hybrid bond fund
Current NAV 42.14
Return (CAGR) 9.36%
Value Research
HDFC Retirement Savings Fund Hybrid Debt
Current NAV 13.86
Return (CAGR) 8.73%
Value Research


TenureReturns (CAGR)
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


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


Standard Deviation3.86%
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