MF Gyan
otherHigh risk12 years old

Baroda Pioneer Equity Trigger Fund-Series I-Plan B (Direct)-Growth

A specialised fund. Check the scheme details for what it invests in. From Baroda Pioneer Mutual Fund. It's been running since 30 Dec 2014.

Latest price per unit
₹15.0818
▲ 0.01% today
As of 28 Dec 2017 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.39 L
▲ ₹39.0k gain · 39.0% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹60.0k
Value today₹67.6k
Gain / loss+₹7.6k
XIRR (annualised)24.71%
Looking forward · hypothetical
You would invest₹60.0k
Would become*₹68.7k
Projected gain*+₹8.7k
*at this fund's historical rate of 24.71% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 500 other funds in Income

Same plan
1-year return
39.03%median 4.49% (+34.55%)
Rank #26 of 501Beats 94% of peers
Bumpiness (3Y)
14.49%median 5.00% (+9.50%)
Rank #380 of 501Less risky than 23% of peers
Worst-ever drop
-20.58%median -6.85% (-13.73%)
Rank #87 of 501Less risky than 83% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 4 of last 4 years were positive.

+0%
2014
+3%
2015
+6%
2016
+35%
2017
Best year
2017 · 34.90%
Worst year
2014 · 0.30%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
14.5%

The value swings roughly 14% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-20.58%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Baroda Pioneer Equity Trigger Fund-Series I-Plan B (Direct)-Growth against other other funds.

Technical details (for the pros)
CAGR — 1 year39.03%
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch14.55%
Volatility — 1 year (annualised)12.52%
Volatility — 3 years (annualised)14.49%
Max drawdown — 1 year-6.83%
Max drawdown — 3 years-20.58%
Sharpe ratio — 1 year (rf=6%)2.19
Sharpe ratio — 3 years (rf=6%)0.54

Fund info

Fund house
Baroda Pioneer Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
133262
First price on record
30 Dec 2014 · 740 daily prices

About Baroda Pioneer Equity Trigger Fund-Series I-Plan B (Direct)-Growth

Baroda Pioneer Equity Trigger Fund-Series I-Plan B (Direct)-Growth is a Income offered by Baroda Pioneer Mutual Fund under the Direct plan with the Growth option. It has approximately 12 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of Baroda Pioneer Equity Trigger Fund-Series I-Plan B (Direct)-Growth is ₹15.0818 (as of 28 Dec 2017). Historically, it has delivered 39.00% over the last year. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 14.5% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 20.6%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Baroda Pioneer Equity Trigger Fund-Series I-Plan B (Direct)-Growth?+

The latest NAV of Baroda Pioneer Equity Trigger Fund-Series I-Plan B (Direct)-Growth is ₹15.0818 as of 28 Dec 2017, up 0.01% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Baroda Pioneer Equity Trigger Fund-Series I-Plan B (Direct)-Growth?+

Baroda Pioneer Equity Trigger Fund-Series I-Plan B (Direct)-Growth has delivered 1-year return 39.00%, since-inception CAGR 14.55%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Baroda Pioneer Equity Trigger Fund-Series I-Plan B (Direct)-Growth belong to?+

Baroda Pioneer Equity Trigger Fund-Series I-Plan B (Direct)-Growth is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is Baroda Pioneer Equity Trigger Fund-Series I-Plan B (Direct)-Growth?+

Based on its 3-year annualised volatility of 14.5%, Baroda Pioneer Equity Trigger Fund-Series I-Plan B (Direct)-Growth sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Baroda Pioneer Equity Trigger Fund-Series I-Plan B (Direct)-Growth a direct plan?+

Baroda Pioneer Equity Trigger Fund-Series I-Plan B (Direct)-Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Baroda Pioneer Equity Trigger Fund-Series I-Plan B (Direct)-Growth?+

Baroda Pioneer Equity Trigger Fund-Series I-Plan B (Direct)-Growth has NAV history available from 30 Dec 2014 — approximately 12 years of track record and 740 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.