Baroda Pioneer Monthly Income Plan Fund - Bonus - Direct Plan

This Scheme Baroda Pioneer Monthly Income Plan Fund - Bonus - Direct Plan is Suspended
Other Plans and Options

Fund Overview Bonus | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The scheme aims 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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
CRISIL Hybrid 85+15 - Conservative Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Holdings as on 28-February-2022

  • 6.45% CGL 2029

  • 7.58% State Government of Tamil Nadu 2026

  • Embassy Office Parks Reit

  • Shriram City Union Finance Ltd.

  • 7.17% CGL 2028

  • Net Receivable / Payable

  • 7.59% CGL 2026

  • 7.61% State Government of Rajasthan 2027

  • Shriram Transport Finance Company Ltd.

  • 5.09% CGL 2022

  • 8.24% CGL 2027

  • 7.59% CGL 2029

  • TREPS

  • ICICI Bank Ltd.

  • Reliance Industries Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Dabur India Ltd.

  • Hindustan Unilever Ltd.

  • Bajaj Finance Ltd.

  • Persistent Systems Ltd.

  • Kotak Mahindra Bank Ltd.

  • Larsen & Toubro Ltd.

  • Ashok Leyland Ltd.

  • Housing Development Finance Corporation Ltd.

  • Aditya Birla Fashion and Retail Ltd.

  • Natco Pharma Ltd.

  • Infosys Ltd.

  • HCL Technologies Ltd.

  • Mphasis Ltd.

  • Fortis Healthcare Ltd.

  • Tech Mahindra Ltd.

  • IndusInd Bank Ltd.

  • Balkrishna Industries Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Nestle India Ltd.

  • Titan Company Ltd.

  • Zee Entertainment Enterprises Ltd.

  • Axis Bank Ltd.

  • NHPC Ltd.

  • Sudarshan Chemical Industries Ltd.

  • Jindal Steel & Power Ltd.

  • SBI Life Insurance Company Ltd.

  • Muthoot Finance Ltd.

  • IPCA Laboratories Ltd.

  • Cummins India Ltd.

  • Atul Ltd.

  • Minda Industries Ltd.

  • Divi's Laboratories Ltd.

  • Nazara Technologies Ltd.

  • Max Financial Services Ltd.

  • JB Chemicals & Pharmaceuticals Ltd.

  • Bajaj Finserv Ltd.

  • HDFC Bank Ltd.

  • C.E. INFO SYSTEMS LTD.

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  • Miscellaneous

  • IT - Software

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Refineries

  • Finance - NBFC

  • Engineering - Construction

  • Finance - Housing

  • Automobiles-Trucks/Lcv

  • Retailing

  • Hospital & Healthcare Services

  • Tyres & Allied

  • Consumer Food

  • Diamond & Jewellery

  • TV Broadcasting & Software Production

  • Dyes & Pigments

  • Power Generation/Distribution

  • Insurance

  • Steel/Sponge Iron/Pig Iron

  • Diesel Engines

  • Auto Ancillary

  • Chemicals

  • Finance - Others

  • Finance - Investment

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Fund Manager

  • Education:B.Com, MBA, and JAIIB
  • Experience:14 Years
  • Basic Details:Ms. Hetal P.Shah has 14 years of experience in treasury and fund management. Before joining Baroda Pioneer Asset Management Co. Ltd in December 2006, she was working in the Treasury Department of Bank of India from May 1999.
  • Funds Managed:

  • Cash

  • CRISIL AA

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • Sovereign

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About Baroda Pioneer Monthly Income Plan Fund

Scheme Analysis

Baroda Pioneer Monthly Income Plan Fund is a Hybrid - Conservative Hybrid Fund fund and belongs to Baroda Mutual Fund. and currently has an AUM of ₹29.48 crore. Baroda Pioneer Monthly Income Plan Fund is benchmarked against CRISIL Hybrid 85+15 - Conservative Index as primary index.

The NAV of Baroda Pioneer Monthly Income Plan Fund ended up ₹(%)yesterday to ₹0.

Among its top 3 holdings the fund has exposure to 6.45% CGL 2029, and

The Baroda Pioneer Monthly Income Plan Fund is managed by Hetal P. Shah .

Fund House Contact

501 Titanium, 5th Floor, Western Express Highway, Goregaon(E) Mumbai - 400 063

+91 (22) 3074 1000
info@barodamf.com
+91 (22) 3074 1001