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SET SMS ALERT Fund Family Baroda Pioneer Mutual Fund
Fund Class MIP Aggressive
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -0.9 | 19 |
| 3 mth | 1.5 | 41 |
| 6 mth | 2.8 | 22 |
| 1 year | 9.2 | 34 |
| 2 year | 6.3 | 35 |
| 3 year | 5.9 | 25 |
| 5 year | 4.5 | 25 |
# Moneycontrol Rank within 49 MIP Aggressive Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | 0.5 | - | - | - | - |
| 2012 | 4.4 | 1.2 | 2.7 | 2.5 | 12.2 |
| 2011 | 0.9 | 0.9 | -1.3 | -1.0 | -0.8 |
| 2010 | 2.6 | 0.2 | 2.2 | 1.9 | 7.4 |
| 2009 | - | -0.3 | -0.1 | 0.7 | 0.4 |
| 2008 | 0.7 | 0.5 | 0.7 | 0.2 | 2.3 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (MIP Aggressive)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -0.9 | 1.5 | 2.8 | 9.2 | 6.3 | 5.9 | 4.5 |
| Category avg | -0.8 | 2.5 | 2.8 | 10.7 | 6.5 | 4.3 | 4.1 |
| Difference of Fund returns and Category returns | -0.1 | -1.0 | 0.0 | -1.5 | -0.2 | 1.6 | 0.4 |
| Best of category | 0.7 | 6.3 | 8.1 | 17.0 | 10.7 | 8.7 | 12.9 |
| Worst of category | -2.9 | 0.3 | 0.3 | 5.9 | 5.0 | 4.2 | 4.5 |
Investment Objective
To generate regular income through investment in debt and money market instruments and also to generate long-term capital appreciation by investing a portion in equity and equity related instruments.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Aug 26, 2004 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 5.26 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Hetal Shah View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit load: 1% if redeemed on or before 365 days from the date of allotment. |
| Regd. Office | 105, 10 Floor, Maker Chamber III, Nariman Point, Mumbai, 400021 |
|---|---|
| Tel. No. | 91 22 30741000 |
| Fax No. | 22 30741001 |
| info@barodapioneer.in | |
| Website | http://www.barodapioneer.in |
| MIP Aggressive | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC MIP - LTP (G) | Rank 2 |
5,133.91 | 2.9 | 3.1 | 11.3 | 7.7 | 11.0 |
| Reliance MIP (G) | Rank 2 |
3,386.21 | 3.9 | 4.2 | 12.2 | 8.2 | 12.9 |
| DSP BlackRock MIP Fund (G) | Rank 3 |
520.73 | 3.2 | 3.2 | 11.4 | 8.2 | 9.3 |
| UTI MIS - Advantage Plan (G) | Rank 3 |
554.69 | 2.9 | 3.4 | 11.8 | 7.1 | 9.0 |
| HSBC MIP - Savings Plan (G) | Rank 3 |
288.94 | 3.0 | 3.6 | 14.0 | 7.5 | 9.1 |
| * Returns over 1 year are Annualised | More » | ||||||
| Debt | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Reliance Utilities & Power | CRISIL AAA | 0.70 | 12.65 |
| Housing Development Finance Corporation | CRISIL AAA | 0.50 | 9.06 |
| Shriram Transport Finance | CARE AA+ | 0.50 | 9.06 |
| NABARD | CRISIL AAA | 0.50 | 9.04 |
| Tata Motors Finance | CRISIL AA- | 0.50 | 9.03 |
| Rural Electrification Corporation | CRISIL AAA | 0.50 | 9.03 |
| Bank of Baroda | 0.20 | 3.51 | |
| Reliance Industries | 0.16 | 2.90 | |
| Larsen & Toubro | 0.07 | 1.26 | |
| Wipro | 0.07 | 1.18 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 4.32 | 5.95 | 0.67 |
| Oil & Gas | 4.00 | 4.39 | 1.80 |
| Metals & Mining | 1.94 | 3.42 | 1.46 |
| Engineering | 1.26 | 1.51 | 0.52 |
| Technology | 1.18 | 4.28 | 1.08 |
| Equity | 12.70 |
| Others | 0.00 |
| Debt | 57.87 |
| Mutual Funds | N.A |
| Money Market | 21.11 |
| Cash / Call | 8.32 |
| Holdings | (%) |
|---|---|
| Top 5 | 48.84 |
| Top 10 | 66.72 |
| Sector | (%) |
|---|---|
| Top 3 | 10.26 |
Baroda Pio AMC ties up with Karvy to strengthen its reach
Baroda Pioneer AMC has tied up with Karvy Computershare Investor Service Centres to provide Investor ...
Oct 01, 2012 at 13:58 | Source: Moneycontrol.com
Baroda Pioneer MF appoints Jaideep Bhattacharya as MD
Baroda Pioneer Mutual fund appointed Jaideep Bhattacharya as Managing Director of the AMC
Jul 17, 2012 at 18:00 | Source: Moneycontrol.com
Baroda Pioneer launches Banking & Financial Services Fund
Baroda Pioneer Mutual fund launches Baroda Pioneer Banking and Financial Services Fund with an inves ...
Jun 04, 2012 at 11:24 | Source: Moneycontrol.com
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