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Introduction to the Fund

Baroda Pioneer Mutual Fund is managed by Baroda Pioneer Asset Management Company. It is a joint venture between two financial services organisations – Bank of Baroda and Pioneer Investments. They offer a range of equity, debt and money market options. It is present out of 40 locations in the country and the assets managed by the company has been to the tune of Rs. 14, 9691 crores as a monthly average ending on 31 August, 2018.


Baroda Pioneer Mutual Fund offers many schemes under the Equity, Debt Income and Liquid types of Mutual Funds. Under Equity, there are 6 varied schemes. The debt income type of fund offers 8 different schemes. The funds are managed by professional fund managers who have more than a decade experience in investment portfolios.

Equity Schemes

Baroda Multi Cap Fund

Description An open ended equity scheme investing across large

cap, mid-cap and small cap stocks.

ObjectiveTo generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments.
Suitable forCapital appreciation over long term. Investment predominantly in equity and equity related instruments.
Date of AllotmentSeptember 12, 2003
BenchmarkS&P BSE 200
Plans

Plan A and Plan B (Direct)

A. Growth Option (default option in case no

option specified by investor);

B. Dividend Option

1. Pay-out

2. Re-investment (default sub-option in case

no option specified by investor)

C. Bonus Option

Minimum InvestmentRs. 5000 and in multiples of Re 1 thereafter
Entry LoadNil
Exit Load1% if redeemed on or before 365 days from the date of allotment of units, Nil if redeemed after 365 days from the date of allotment of units
RiskometerModerately High Risk

Baroda ELSS’96

Description Open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit.
ObjectiveTo provide the investor long term capital growth as also tax benefit under section 80C of the Income Tax Act, 1961
Suitable forCapital growth over long term. Investment predominantly in equity and equity related instruments.
Date of AllotmentMarch 31, 1996
BenchmarkS&P BSE 200
PlansPlan A and Plan B (Direct)

A. Growth Option (default option in case no

option specified by investor);

B. Dividend Option

1. Pay-out

C. Bonus Option

Minimum InvestmentRs. 500 and in multiples of Re 1 thereafter
Entry LoadNil
Exit LoadNil
RiskometerModerately High Risk

Baroda Mid Cap Fund

Description Open-ended equity scheme pre-dominantly investing in mid cap stocks.
ObjectiveGenerate capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of growth oriented mid cap stocks.
Suitable forCapital appreciation over long term. Investment predominantly in equity and equity related securities of growth oriented Mid-Cap stocks.
Date of AllotmentOctober 4, 2010
BenchmarkS&P BSE Mid-cap index
PlansPlan A and Plan B (Direct)

A. Growth Option (default option in case no

option specified by investor);

B. Dividend Option

1. Pay-out;

2. Reinvestment (default sub-option in case

no option specified by investor)

C. Bonus Option

Minimum InvestmentRs. 5000 and in multiples of Re 1 thereafter
Entry LoadNil
Exit Load1.00% if redeemed on or before 365 days from the date of allotment of units, Nil if redeemed after 365 days from the date of allotment of units.
RiskometerHigh Risk

Baroda Large Cap Fund

Description Open-ended equity scheme pre-dominantly investing in large cap stocks.
ObjectiveGenerate capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of large cap companies.
Suitable forCapital appreciation over long term. Investment predominantly in a diversified portfolio of equity and equity related securities of Large Cap companies
Date of AllotmentJune 22, 2010
BenchmarkNifty 100
PlansPlan A and Plan B (Direct)

A. Growth Option (default option in case no

option specified by investor);

B. Dividend Option

1. Pay-out;

2. Reinvestment (default sub-option in case

no option specified by investor)

C. Bonus Option

Minimum InvestmentRs. 5000 and in multiples of Re 1 thereafter
Entry LoadNil
Exit Load1.00% if redeemed on or before 365 days from the date of allotment of units, Nil if redeemed after 365 days from the date of allotment of units.
RiskometerModerately High Risk

Baroda Banking and Financial Services Fund

Description Open ended equity scheme investing in the Banking and Financial Services sector
ObjectiveGenerate long-term capital appreciation for unit holders from a portfolio invested predominantly in equity and equity related securities of companies engaged in the Banking & Financial Services Sector.
Suitable forCapital appreciation over long term. Investment predominantly in equity and equity related securities of companies engaged in the Banking & Financial Services Sector
Date of AllotmentJune 22, 2012
BenchmarkNifty Bank Index
PlansPlan A and Plan B (Direct)

A. Growth Option (default option in case no

option specified by investor);

B. Dividend Option

1. Pay-out;

2. Reinvestment (default sub-option in case

no option specified by investor)

C. Bonus Option

Minimum InvestmentRs. 5000 and in multiples of Re 1 thereafter
Entry LoadNil
Exit Load1.00% if redeemed on or before 365 days from the date of allotment of units, Nil if redeemed after 365 days from the date of allotment of units
RiskometerHigh Risk

Baroda Hybrid Equity Fund

Description Open ended hybrid scheme investing predominantly in equity and equity related instruments
ObjectiveLong-term capital appreciation along with stability through a well balanced portfolio comprising of equity, equity related instruments, money market instrument and debt securities
Suitable forCapital appreciation along with stability over long term. Investment predominantly in equity and equity related instruments with balance exposure to money market instruments and debt securities.
Date of AllotmentSeptember 12, 2003
BenchmarkCRISIL Hybrid 35+65 – Aggressive Index
PlansPlan A and Plan B (Direct)

A. Growth Option (default option in case no

option specified by investor);

B. Dividend Option

1. Pay-out;

2. Reinvestment (default sub-option in case

no option specified by investor)

C. Bonus Option

Minimum InvestmentRs. 5000 and in multiples of Re 1 thereafter
Entry LoadNil
Exit Load1.00% if redeemed on or before 365 days from the date of allotment of units, Nil if redeemed after 365 days from the date of allotment of units
RiskometerModerately High Risk

Baroda Conservative Hybrid Fund

Description Open ended hybrid scheme investing predominantly in equity and equity related instruments
ObjectiveLong-term capital appreciation along with stability through a well balanced portfolio comprising of equity, equity related instruments, money market instrument and debt securities
Suitable forCapital appreciation along with stability over long term. Investment predominantly in equity and equity related instruments with balance exposure to money market instruments and debt securities.
Date of AllotmentSeptember 12, 2003
BenchmarkCRISIL Hybrid 35+65 – Aggressive Index
PlansPlan A and Plan B (Direct)

A. Growth Option (default option in case no

option specified by investor);

B. Dividend Option

1. Pay-out;

2. Reinvestment (default sub-option in case

no option specified by investor)

C. Bonus Option

Minimum InvestmentRs. 5000 and in multiples of Re 1 thereafter
Entry LoadNil
Exit Load1.00% if redeemed on or before 365 days from the date of allotment of units, Nil if redeemed after 365 days from the date of allotment of units
RiskometerModerately High Risk

Baroda Credit Risk Fund

Description Open ended debt scheme predominantly investing in AA and below rated corporate bonds
ObjectiveGenerate returns by investing in debt and money market instruments across the credit spectrum
Suitable forIncome over medium term. Investment in a mix of debt and money market instruments across the credit and maturity spectrum
Date of AllotmentJanuary 23, 2015
BenchmarkCRISIL Short Term Bond Fund Index
PlansPlan A and Plan B (Direct)

A. Growth Option (default option in case no

option specified by investor);

B. Monthly Dividend

1. Pay-out

2. Re-investment (default sub-option in case

no option specified by investor)

C. Quarterly Dividend

1. Pay-out

2. Reinvestment (default sub-option in case

no option specified by investor)

D. Bonus Option

Minimum InvestmentRs. 5000 and in multiples of Re 1 thereafter
Entry LoadNil
Exit LoadIf units are redeemed up to 10% of the units, on or before one year from the date of allotment : Nil If units are redeemed over and above the 10% limit, on or before one year from the date of allotment : 1% of the applicable Net Asset Value (NAV) If units are redeemed after one year from the date of allotment: Nil
RiskometerModerate Risk

Baroda Gilt Fund

Description Open ended debt scheme investing in government securities across maturity.
ObjectiveTo generate income by investing in a portfolio of Government securities
Suitable forCredit risk free regular Income over long term. Investment only in Government (both Central and State Government) Securities.
Date of AllotmentMarch 21, 2002
BenchmarkI SEC-MI BEX
PlansPlan A and Plan B (Direct)

A. Growth Option (default option in case no

option specified by investor);

B. Dividend

1. Pay-out

2. Re-investment (default sub-option in case

no option specified by investor)

C. Bonus Option

Minimum InvestmentRs. 5000 and in multiples of Re 1 thereafter
Entry LoadNil
Exit Load0.25% if redeemed on or before

1 month (30 days) from the date of allotment

of units.

Nil if redeemed after 1 month (30 days) from

the date of allotment of units.

RiskometerModerate Risk

Baroda Income Fund

Description Open ended medium term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years
ObjectiveGenerate regular income by investing in a portfolio of good quality Fixed Income Securities by maintaining a balance between Risk & Return.
Suitable forRegular Income over long term. Investment predominantly in good quality Fixed Income Securities by maintaining a balance between Risk & Return.
Date of AllotmentMarch 21, 2002
BenchmarkCRISIL Composite Bond Fund Index
PlansPlan A and Plan B (Direct)

A. Growth Option (default option in case no

option specified by investor);

B. Dividend

1. Pay-out

2. Re-investment (default sub-option in case

no option specified by investor)

C. Bonus Option

Minimum InvestmentRs. 5000 and in multiples of Re 1 thereafter
Entry LoadNil
Exit LoadIf units are redeemed up to 10%

of the units, on or before one year from the

date of allotment: Nil

If units are redeemed over and above the

10% limit, on or before one year from the

date of allotment : 1% of the applicable Net

Asset Value (NAV)

If units are redeemed after one year from the

date of allotment: Nil

RiskometerModerate Risk

Baroda Dynamic Bond

Description Open-ended dynamic debt scheme investing across duration
ObjectiveGenerate returns with liquidity by managing the portfolio dynamically through interest rate cycles.
Suitable forRegular Income over medium term with providing liquidity. Investment in medium to long term corporate bonds and / or government securities and manage the portfolio dynamically through different interest rate cycles.
Date of AllotmentJune 30, 2012
BenchmarkCRISIL Composite Bond Fund Index
PlansPlan A and Plan B (Direct)

A. Growth Option (default option in case no

option specified by investor);

B. Dividend

1. Pay-out

2. Re-investment (default sub-option in case

no option specified by investor)

C. Bonus Option

Minimum InvestmentRs. 5000 and in multiples of Re 1 thereafter
Entry LoadNil
Exit Load0.50% if redeemed within 3 months from the date of allotment of units, Nil if redeemed after 3 months from the date of allotment of units.
RiskometerModerate Risk

Baroda Treasury Advantage Fund

Description Open-ended low duration debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 6 months and 12 months
ObjectiveProvide optimal returns and liquidity through a portfolio comprising of debt securities and money market instruments
Suitable forRegular income over short term with maintaining a balance between returns and liquidity. Investment predominantly in Money Market (i.e. CP/CDs) and Debt Market Instruments.
Date of AllotmentJune 24, 2009
BenchmarkCRISIL Liquid Fund Index
PlansPlan A and Plan B (Direct)

A. Growth Option (default option in case no

option specified by investor);

B. Daily Dividend

1. Re-investment

C. Weekly Dividend

1. Re-investment

C. Monthly Dividend

1. Pay-out

2. Re-investment (default sub option in case

no option specified by investor)

D. Quarterly Dividend

1. Pay-out

2. Re-investment (default sub option in case

no option specified by investor)

E. Bonus Option$

Minimum InvestmentRs. 5000 and in multiples of Re 1 thereafter
Entry LoadNil
Exit LoadNil
RiskometerModerately Low Risk

Baroda Ultra Short Duration Fund

Description Open ended ultra-short-term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3 months and 6 months)
ObjectiveProvide optimal returns and liquidity through a portfolio comprising of debt securities and money market instruments
Suitable forGenerate regular income by investing in a portfolio of debt and money market instruments such that the Macaulay duration of the portfolio is between 3 months – 6 months
Date of AllotmentJune 1, 2018
BenchmarkCRISIL Ultra Short Fund Index
PlansPlan A and Plan B (Direct)

A. Growth Option (default option in case no

option specified by investor);

B. Daily Dividend

1. Re-investment

C. Weekly Dividend

1. Re-investment

Minimum InvestmentRs. 5000 and in multiples of Re 1 thereafter
Entry LoadNil
Exit LoadNil
RiskometerModerately Low Risk

Baroda Short Term Bond Fund

Description open-ended short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 1 year and 3 years
ObjectiveGenerate income from a portfolio constituted of short term debt and money market securities.
Suitable forRegular Income over short term. Investment predominantly in Money Market Instruments (i.e. CP/ CD) and Short Term Debt Market Instrument
Date of AllotmentJune 30, 2010
BenchmarkCRISIL Short Term Bond Fund Index
PlansPlan A and Plan B (Direct)

A. Growth Option (default option in case no

option specified by investor);

B. Monthly Dividend^

1. Pay-out

2. Re-investment (default sub-option in case

no option specified by investor)

C. Quarterly Dividend^

1. Pay-out

2. Re-investment (default sub-option in case

no option specified by investor)

Minimum InvestmentRs. 5000 and in multiples of Re 1 thereafter
Entry LoadNil
Exit Load0.25% if redeemed on or before 15 days from the date of allotment of units. Nil if redeemed after 15 days from the date of allotment of units.
RiskometerModerately Low Risk

Baroda Liquid Fund

Description Open Ended liquid scheme
ObjectiveGenerate income with a high level of liquidity by investing in a portfolio of money market and debt securities
Suitable forRegular income over short term with maintaining a balance between returns and liquidity. Investment predominantly in Money Market (i.e. CP/CDs) and Debt Market Instruments
Date of AllotmentFebruary 5, 2009
BenchmarkCRISIL Liquid Fund Index
PlansPlan A and Plan B (Direct)

A. Growth Option (default option in case no

option specified by investor);

B. Daily Dividend

1. Re-investment

C. Weekly Dividend

1. Re-investment

D. Bonus Option

Minimum InvestmentRs. 5000 and in multiples of Re 1 thereafter
Entry LoadNil
Exit LoadNil
RiskometerLow Risk

  • Application form
  • PAN Card
  • KYC
  • Proof of identity – Driving Licence, Passport, Voters ID, Aadhar

How to invest in Baroda Pioneer Mutual Fund?

Investing in Baroda Pioneer Mutual Fund is a very easy process. There are different ways of doing it.

  • One of the easiest and fastest ways to invest in Baroda Pioneer Mutual Fund is investing online. You can create an online account and access all required details pertaining to mutual funds. You can purchase units, track transactions and redemptions, switching schemes and downloading account statement.
  • Another option is to physically visit the nearest branch and make a personal submission after consulting a fund manager
  • You can also contact agents and distributors of mutual funds for information and submission of application form.

1. What are tax saving schemes?

There are mutual fund schemes that are focused on offering tax rebates to the investor under the provisions of Income Tax Act 1961. For example, Equity Linked Savings Schemes and Pension Schemes.

2. What is load or no-load fund?

When a percentage of NAV is charged for the entry or exit of a mutual fund scheme, it is called as load fund. When there is no such charge, it is called as no-load fund. The investors will be able to take up a mutual fund scheme at NAV without any extra charges for the purchase or sale of units.

3. When will the investor get a certificate or statement of account after investing in a mutual fund?

The certificate or statement of account is normally issued within six weeks from the date of closure.

4. How is the performance of a mutual fund scheme calculated?

It is normally calculated in its net asset value (NAV) which is shared on a daily basis in case of open-ended schemes and on a weekly basis in case of close-ended schemes. This is mandatorily to be published in newspapers.

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