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Baroda Pioneer Conservative hybrid Fund

 

An open ended hybrid scheme investing pre-dominantly in debt instruments.
*(Monthly income is not assured and is subject to the availability of distributable surplus.)
Investment Objective
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

 
Plans
The Schemes have two plans thereunder, viz. Plan A and Plan B (Direct).  Under the Regular Plan of Baroda Pioneer Treasury Advantage Fund and Baroda Pioneer Liquid Fund, effective October 01, 2012, no fresh/additional subscriptions are accepted in the Regular Plan.

Plan B (Direct) is meant for direct investments, i.e. for investors who purchase/subscribe to the units of the Scheme directly with the Fund and is not available for investors who route their investments through a Distributor, while Plan A is meant for investors who route their investments through distributors only.

Both Plans will have a common portfolio but Plan B (Direct) will have a lower expense on account of absence of brokerage and commission. Hence both plans will have distinct NAVs.


Options
Five options: 
        • Growth
        • Monthly Dividend 
        • Quarterly Dividend  
Under the Dividend Option:
  •  Payout
  •  Reinvestment

Benchmark Index
Benchmark : CRISIL MIP Blended Index
Fund Manager
Alok Sahoo & Hetal Shah
  
Load Applicability
Entry Load: Nil
 
Exit Load: Nil

  

Minimum Application Amount :
Purchase:
Rs. 5,000/- and in multiples of Rs. 1/- thereafter
 
Additional Purchase:
Rs. 1,000/- and in multiples of Re. 1/- thereafter
 
SIP
Rs. 1000/- and in multiples of Re. 1/- thereafter per installment, where an investor opts for a monthly SIP
Rs. 1500/- per installment, where an investor ops for a quarterly SIP.
 
SWP
Rs. 1000/- and in multiples of Re. 1/- thereafter per installment, where an investor opts for a monthly SIP
Rs. 1500/- per installment, where an investor ops for a quarterly SIP.

Asset Allocation
​Type of Instrument % of Total
Assets​
​Risk Profile
Equity & Equity related securities​ ​0-20 ​Medium to High
​Money Markets instruments, Debt  Securities, Securitised Debt ​0-100 ​Low to Medium
​Securitised debt* ​0-20 ​Low to Medium