MF Gyan
otherHigh risk12 years oldCooling recently (last 6m ≈ -24% p.a.)

Baroda Pioneer Hybrid Fund- Series 1- Plan B (Direct) - Dividend Pay-out Option

A specialised fund. Check the scheme details for what it invests in. From Baroda Mutual Fund. It's been running since 25 Mar 2015.

Latest price per unit
₹10.00
▼ 16.82% today
As of 10 Apr 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹93.7k
▼ ₹6.3k loss · -6.3% / year
Invested 3 years ago
₹99.4k
▼ ₹630 loss · -0.2% / 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₹1.80 L
Value today₹1.72 L
Gain / loss-₹7.9k
XIRR (annualised)-3.00%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.72 L
Projected gain*+-₹8.1k
*at this fund's historical rate of -3.00% 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
-6.28%median 4.49% (-10.77%)
Rank #396 of 501Beats 9% of peers
3-year return
-0.21%median 6.00% (-6.21%)
Rank #187 of 501Beats 12% of peers
Bumpiness (3Y)
13.33%median 5.00% (+8.33%)
Rank #361 of 501Less risky than 27% of peers
Worst-ever drop
-16.82%median -6.85% (-9.97%)
Rank #123 of 501Less risky than 76% 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. 2 of last 4 years were positive.

-4%
2015
+6%
2016
+17%
2017
-16%
2018
Best year
2017 · 17.15%
Worst year
2018 · -15.61%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
13.3%

The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-16.82%

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 Hybrid Fund- Series 1- Plan B (Direct) - Dividend Pay-out Option against other other funds.

Technical details (for the pros)
CAGR — 1 year-6.28%
CAGR — 3 years-0.21%
CAGR — 5 years—
CAGR — since launch-0.05%
Volatility — 1 year (annualised)19.81%
Volatility — 3 years (annualised)13.33%
Max drawdown — 1 year-16.82%
Max drawdown — 3 years-16.82%
Sharpe ratio — 1 year (rf=6%)-0.64
Sharpe ratio — 3 years (rf=6%)-0.47

Fund info

Fund house
Baroda Mutual Fund
Category
Income
Plan
Direct
Option
Dividend
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
134120
First price on record
25 Mar 2015 · 734 daily prices

About Baroda Pioneer Hybrid Fund- Series 1- Plan B (Direct) - Dividend Pay-out Option

Baroda Pioneer Hybrid Fund- Series 1- Plan B (Direct) - Dividend Pay-out Option is a Income offered by Baroda Mutual Fund under the Direct plan with the Dividend 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 Hybrid Fund- Series 1- Plan B (Direct) - Dividend Pay-out Option is ₹10.0000 (as of 10 Apr 2018). Historically, it has delivered -6.28% over the last year, -0.21% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 13.3% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 16.8%. 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 Hybrid Fund- Series 1- Plan B (Direct) - Dividend Pay-out Option?+

The latest NAV of Baroda Pioneer Hybrid Fund- Series 1- Plan B (Direct) - Dividend Pay-out Option is ₹10.0000 as of 10 Apr 2018, down 16.82% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Baroda Pioneer Hybrid Fund- Series 1- Plan B (Direct) - Dividend Pay-out Option?+

Baroda Pioneer Hybrid Fund- Series 1- Plan B (Direct) - Dividend Pay-out Option has delivered 1-year return -6.28%, 3-year CAGR -0.21%, since-inception CAGR -0.05%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Baroda Pioneer Hybrid Fund- Series 1- Plan B (Direct) - Dividend Pay-out Option belong to?+

Baroda Pioneer Hybrid Fund- Series 1- Plan B (Direct) - Dividend Pay-out Option is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is Baroda Pioneer Hybrid Fund- Series 1- Plan B (Direct) - Dividend Pay-out Option?+

Based on its 3-year annualised volatility of 13.3%, Baroda Pioneer Hybrid Fund- Series 1- Plan B (Direct) - Dividend Pay-out Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Baroda Pioneer Hybrid Fund- Series 1- Plan B (Direct) - Dividend Pay-out Option a direct plan?+

Baroda Pioneer Hybrid Fund- Series 1- Plan B (Direct) - Dividend Pay-out Option is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is Baroda Pioneer Hybrid Fund- Series 1- Plan B (Direct) - Dividend Pay-out Option?+

Baroda Pioneer Hybrid Fund- Series 1- Plan B (Direct) - Dividend Pay-out Option has NAV history available from 25 Mar 2015 — approximately 12 years of track record and 734 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.