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Baroda Pioneer Income Fund - Plan A - Growth Option

Category: Income Funds
Launch Date: 21-03-2002
Asset Class: Fixed Interest
Benchmark: Crisil Composite Bond Index
Expense Ratio: 2.5% As on (30-09-2017)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 5000.0
Minimum Topup: 0.0
Total Assets: 22.96 Cr As on (30-09-2017)
Turn over: -
NAV as on 16-02-2018

25.8549

-0.01 (-0.0302%)

CAGR Since Inception

6.15%

PERFORMANCE of Baroda Pioneer Income Fund - Plan A - Growth Option

Scheme Performance (%)

Data as on - 16-02-2018

Yearly Performance (%)

Fund Managers

Ms. 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.

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.

RETURNS CALCULATOR for Baroda Pioneer Income Fund - Plan A - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Baroda Pioneer Income Fund - Plan A - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Baroda Pioneer Income Fund - Plan A - Growth Option 3.43 1.73 -1.63 1.11 7.49 2571.87
Income Funds - - - - - -

PEER COMPARISION of Baroda Pioneer Income Fund - Plan A - Growth Option

Period
Data as on - 16-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Baroda Pioneer Income Fund - Plan A - Growth Option 21-03-2002 2.73 6.61 5.69 7.27 6.95
Axis Regular Savings Fund - Growth Option 28-03-2012 7.31 9.94 8.08 8.87 0.0
Franklin India Income Builder Account-Growth 23-06-1997 7.3 9.2 8.08 9.02 8.12
IIFL Dynamic Bond Fund - Regular Plan - Growth Option 24-06-2013 7.03 7.25 6.57 0.0 0.0
ICICI Prudential Dynamic Accrual Plan - Growth 18-12-2003 6.69 8.98 9.25 9.12 7.8
BNP Paribas Corporate Bond Fund Growth Option 08-11-2008 6.49 9.02 7.96 8.39 0.0
DSP BlackRock Bond Fund - Growth 29-04-1997 6.32 9.1 7.25 7.87 7.45
ICICI Prudential Long Term Plan - Premium Growth Option 04-05-2009 6.26 11.5 8.45 11.13 0.0
ICICI Prudential Long Term Plan Retail - Cumulative 28-03-2002 6.26 11.5 8.45 11.05 9.2
Franklin India Banking & PSU Debt Fund - Growth 25-04-2014 6.18 7.97 7.5 0.0 0.0

PORTFOLIO ANALYSIS of Baroda Pioneer Income Fund - Plan A - Growth Option

Asset Allocation (%)

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