Baroda Pioneer MIP Fund - Plan A (Hybrid, Debt-oriented)

Moderate
13 yrs 10 monthsStarted on:08 Sep 2004
₹ 22.78 Cras on: 20 Jun 2018
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

Similar Funds
ICICI Prudential Child Care Plan - Study Plan
Return (CAGR) 12.28%
Crisil Ranking NA
Value Research NA
SBI Magnum Monthly Income Plan Floater
Return (CAGR) 7.91%
Crisil Ranking NA
Value Research
RELIANCE MONTHLY INCOME PLAN
Return (CAGR) 10.22%
Crisil Ranking 4
Value Research
Axis Income Saver
Return (CAGR) 8.23%
Crisil Ranking NA
Value Research
DSP BlackRock Monthly Income Plan Fund
Return (CAGR) 9.57%
Crisil Ranking 3
Value Research
Franklin India Monthly Income Plan - Plan A
Return (CAGR) 9.83%
Crisil Ranking NA
Value Research
UTI-Monthly Income Scheme
Return (CAGR) 8.42%
Crisil Ranking NA
Value Research NA
HDFC MF Monthly Income Plan - Short Term
Return (CAGR) 7.81%
Crisil Ranking 3
Value Research NA
Aditya Birla Sun Life MIP
Return (CAGR) 8.97%
Crisil Ranking NA
Value Research
Principal Asset Allocation Fund of Funds Conservative Plan
Return (CAGR) 7.99%
Crisil Ranking NA
Value Research NA

Tenure

TenureReturns (CAGR)
1 Month0.37
3 Month0.80
1 YR1.45
2 YR6.16
3 YR5.78

SIP Returns

TenureReturns (CAGR)
1 YR0.25
2 YR3.23
3 YR4.86
5 YR6.61
10 YR7.08

Portfolio

Company Name% Assets
GOI 08/01/2028 7.17%29.38
GOI 17/09/2031 6.68%29.36
Power Finance Corpn. Ltd. 02/03/2019 9.69%4.43
Tata Capital Financial Services Ltd. 09/06/2020 7.87%4.31
GOI 11/01/2026 7.59%4.27
HDFC Bank Ltd.2.35
GOI 15/02/2027 8.24%2.21
GOI 20/03/2029 7.59%2.12
MRF Ltd.1.66
Mahindra & Mahindra Financial Services Ltd.1.39

Top Sectoral Holdings

Sector Name% Assets
Financial7.93
Automobile2.7
Technology1.93
Energy1.51
FMCG1.31
Services1.23
Healthcare1.06
Construction0.8
Chemicals0.65
Metals0.48

Indicators

LabelValue
Standard Deviation3.1%
Beta0.17%

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

© CRISIL Limited 2017. All Rights Reserved