Baroda Pioneer PSU Equity Fund

Baroda Pioneer PSU Equity Fund is being managed by Dipak Acharya. The scheme seeks to provide long term growth along with liquidity of an open ended scheme through an active management of investments in a diversified basket of equity stocks of domestic public sector undertakings. New investors can skip this fund for a better performing fund in this category. If you have invested in this fund, exit now to invest in a better performing fund.

Where does Baroda Pioneer PSU Equity Fund invest your money?

Baroda Pioneer PSU Equity Fund is a large cap equity fund which invests your money in public sector companies. Large cap companies tend to be stable compared to mid cap and small cap companies. Yet mid caps are not avoided due to prospects of kicker returns from them. This fund has 81.5% exposure to large companies, 17.39% exposure to medium sized companies and 1.10% to small sized companies.

Suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
Not suitable for what?
  • Creating wealth
  • Lifestyle needs
  • Short Term needs
How has Baroda Pioneer PSU Equity Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Oct 2010, your value of investments would have sadly reduced to Rs 69734. The performance has not been better than other large cap mutual funds. 

Assume you had invested Rs 10,000 every month in Baroda Pioneer PSU Equity Fund through SIP since inception today you would have around Rs 2.83 lakhs.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
What are the charges applicable?

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of Baroda Pioneer PSU Equity Fund is 3.03%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in an equity mutual fund are absolutely tax free, provided you do not withdraw within 1 year.

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