Baroda Pioneer Conservative Hybrid Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Debt-oriented Conservative
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 22.72
Expense Ratio
1.34%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 13564
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
23.6967
(0.08 %)
NAV as on 2018-11-14
Returns
Fund
Baroda Pioneer Conservative Hybrid Fund - Direct Plan
1 Year
3.15%
3 Year
6.9%
5 Year
9.04%
AMC Details
amc launch date
Launch Date
24 Nov 1994
amc sponsor
Sponsor
NA
amc email
Email
info@barodapioneer.in
amc phone
Phone
022 - 30741000
amc address
Address
501 TITANIUM, 5TH Floor, Western Express Highway, Goregaon East, Mumbai 400063
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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.
Suitability
Regular Income and capital appreciation over medium term with providing liquidity
• Investment in debt and money market instruments and in equity and equity related instruments.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,055
Portfolio Value
55
Total Returns