Baroda Pioneer Income Fund - Plan A (Debt, Mip)

Moderate
16 yrs 3 monthsStarted on:21 Mar 2002
₹ 17.77 Cras on: 25 May 2018
Mid Term & Long Horizon
2.46%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme aims to generate regular income by investing in a portfolio of good quality fixed income securities while maintaining a balance between risk and return. The funds will be mainly invested in debt instruments, Money Market Instruments and Securitised debt.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month0.53
1 YR1.25
2 YR5.08
3 YR5.81

SIP Returns

TenureReturns (CAGR)
2 YR1.83
3 YR3.98
5 YR5.99
10 YR7.03

Portfolio

Company Name% Assets
GOI 17/09/2031 6.68%15.07
GOI 11/01/2026 7.59%13.85
Indusind Bank Ltd. 9.50%11.2
Edelweiss Commodities Services Ltd. 29/06/2020 8.70%11.14
GOI 15/05/2027 6.79%10.48
Dewan Housing Finance Corpn. Ltd. 09/09/2023 9.25%10.19
Indian Railway Finance Corpn. Ltd. 21/03/2027 7.83%9.75
Maharashtra State 30/01/2024 9.35%4.47
Gujarat State 23/01/2023 8.58%4.05
GOI 20/03/2029 7.59%2.75

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation3.48%
Beta0.98%

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

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