BABaroda MFGrowth

Baroda Pioneer Income Fund - Short Term Plan - Growth

debtDebt - Medium to Long Term FundBenchmark: CRISIL Composite Bond Index
NAV · 04 Aug 2004₹10.52
AUM₹17 Crfrom this fund's primary plan
Expense Ratio
CAGR
Exit Load
Min SIP₹500
Launched

Investment Objective

The main objective of the Scheme is to generate regular income by investing in a portfolio of good quality fixed income securities by maintaining a balance between risk and return.

Fund Mandate

Debt80%–100%
MMI0%–20%
Asset Allocation
Debt97.5%
Cash & Equivalents2.5%
Fund Managers
HP
Hetal P. Shah
Fund Manager
Key Information
₹500
₹2,000
Nil
Inception
AMCBaroda MF
Top Holdings
16.68% CGL 2031G-Sec16.91%
27.59% CGL 2026G-Sec15.31%
3Edelweiss Commodities Services Ltd.Finance11.76%
46.79% CGL 2027G-Sec11.64%
5Indian Railway Finance Corporation Ltd.Finance10.58%
6Dewan Housing Finance Corporation Ltd.Finance10.16%
7IndusInd Bank Ltd.Bank5.30%
89.35% SDL 2024G-Sec4.83%
98.58% SDL 2023G-Sec4.40%
107.59% CGL 2029G-Sec3.05%
Sector Allocation
G-Sec59.7%
Finance32.5%
Bank5.3%
Others2.5%
Trailing Returns

No return data available for this fund.

Risk Metrics

Risk metrics are not available for this fund.

Fees
Nil
₹500
₹2,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme