I am sure you will agree on the fact that investing in mutual funds is not an easy task, right?. It needs thorough research, experience or rather expert skills to know When and Where to invest in order to reap the maximum benefits.
Today, if somebody wants to park his/her money in MF, it would not be wrong to say that there are plenty of schemes available. And, with a plethora of options, it becomes quite obvious to get confused. There are plenty of sites suggesting a pool of schemes to buy/invest. But for a new- comer, i.e. someone who has never invested in mutual fund becomes a confusing task to choose the best scheme.
Well, if you are in a state of dilemma as which fund house or which scheme is the best to park your hard earned money, nothing to worry. All you need to do is just read the article further as we are going to let you know about Baroda Pioneer mutual fund.
Being one of the leading names in the industry, this fund house offers a diverse range of schemes to choose from. Right from Equity, Debt to Hybrid, this financial company offers you everything to help in growing your money. So, without wasting any time further, let’s take a look at some of its top performing funds in the article below…
Equity Fund
Baroda Pioneer Growth Fund - Plan A
NAV: 101.29
Return Since Inception:17.76%
Started On:12 September, 2003
1 Year Return:22.82%
10 Year SIP Returns:13.06%
AUM:₹ 552.36 Cr
Minimum Investment:₹ 5,000
Expense Ratio:2.97%
Fund Manager:Dipak Acharya and Sanjay Chawla
Portfolio Holdings: HDFC Bank Ltd (6.7%), Maruti Suzuki India Ltd (4.33%), Yes Bank Ltd. (3.96%), Hindalco Industries Ltd (3.53%), ICICI Bank Ltd (3.51%), Mahindra & Mahindra Financial Services Ltd. (3.43%), Kansai Nerolac Paints Ltd (2.98%), Petronet LNG Ltd. (2.97%), Tata Steel Ltd (2.95%), SBI Life Insurance Company Ltd (2.9%)
Sectoral Holdings: Financial (36.06%), Automobile (15.31%), Energy (9.82%), Construction (7.72%), Metals (7.62%), FMCG (6.5%), Chemicals (6.07%), Cons Durable (4.55%), Technology (2.22%), Communication (0.88%)
Debt Fund
Baroda Pioneer Credit Opportunities Fund - Plan A
NAV: 13.18
Return Since Inception:10.41%
Started On:23 January, 2015
1 Year Return:9.22%
2 Year SIP Returns:9.84%
AUM:₹ 926.05 Cr
Minimum Investment:₹ 5,000
Expense Ratio:1.90%
Fund Manager:Alok Sahoo and Karn Kumar
Portfolio Holdings: Piramal Enterprises Ltd. 14/06/2019 8.15% (7.59%), Apollo Hospitals Enterprise Ltd. 22/08/2028 10.20%(6.4%), Edelweiss Commodities Services Ltd. 29/06/2020 8.70% (6.07%), Aspire Home Finance Corporation Ltd. 07/08/2026 11.00% (5.66%),Peninsula Land Ltd. 88-D 19/12/2017(5.27%), Indusind Bank Ltd. 9.50%(4.95%), ARM Infra & Utilities Pvt Ltd. (4.85%), IIFL Wealth Finance Ltd. 25/07/2019 (4.38%), Cyquator Media Services Pvt. Ltd. 29/03/2018 9.25% (4.32%), IIFL Realty Ltd. 14/09/2018 (4.08%)
Hybrid Fund
Baroda Pioneer Balance Fund - Plan A
NAV: 56.37
Return Since Inception:12.99%
Started On:12 September, 2013
1 Year Return:19.31%
2 Year SIP Returns:11.81%
AUM:₹ 359.4 Cr
Minimum Investment:₹ 5,000
Expense Ratio:3.08%
Fund Manager: Dipak Acharya and Sanjay Chawla
Portfolio Holdings: HDFC Bank Ltd.(6.28%), GOI 26/12/2029 6.79% (4.67%),ICICI Bank Ltd. 31/12/2050 9.20%(4.26%),Maruti Suzuki India Ltd.(4%), Bank Of Baroda 11/08/2022 8.65% (3.86%), Yes Bank Ltd. (3.65%), Mahindra & Mahindra Financial Services Ltd.(3.04%), Hindalco Industries Ltd. (2.91%), Kansai Nerolac Paints Ltd. (2.56%), Federal Bank Ltd. (2.51%)
Sectoral Holdings: Financial (25.51%), Automobile (11.11%), Energy (6.41%), Metals (6.31%), FMCG (5.38%), Chemicals (5.03%), Construction (4.4%), Services (3.05%), Cons Durable (2.96%), Engineering (2.09%)
Disclaimer - Mutual Funds are subject to market risks. Please read the scheme related documents carefully before investing.
No comments:
Post a Comment