Should I invest in BARODA PIONEER GLOBAL FUND?

We don't give personal investment advice. BARODA PIONEER GLOBAL FUND-Dividend is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

Baroda Pioneer

BARODA PIONEER GLOBAL FUND-Dividend

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.72%	+0.06%	-0.78	267 / 299	Q4
1W	-6.13%	-3.61%	-2.52	276 / 303	Q4
2W	-9.46%	-4.52%	-4.94	277 / 303	Q4
1M	-7.95%	-5.64%	-2.31	241 / 302	Q4
3M	+4.39%	-4.27%	+8.67	95 / 302	Q2
6M	+46.91%	+1.48%	+45.43	14 / 307	Q1
YTD	+67.84%	-0.18%	+68.03	5 / 309	Q1
1Y	+81.08%	+7.10%	+73.97	7 / 307	Q1
2Y	-7.57%	+2.20%	-9.77	227 / 303	Q3
3Y	+9.98%	+0.76%	+9.22	92 / 264	Q2
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+9.48%	+0.51%	+8.97	73 / 310	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2009 YTD	+67.84%	+65.86%	+1.98	136 / 238
2008	-52.55%	-52.86%	+0.31	65 / 198
2007	+51.35%	+42.91%	+8.43	53 / 137
2006	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+9.53%

32 windows

min -54.5% · max 81.1%

66% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+8.90%

8 windows

min -4.9% · max 14.2%

75% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

37.28%

3-year · annualised

Sharpe ratio

0.27

vs risk-free 6.5%

Sortino ratio

0.40

Downside-only deviation

Max drawdown

-59.31%

Jan 2008 → Nov 2008

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Recent NAVs

Date	NAV
30 Oct 2009	₹13.7800
29 Oct 2009	₹13.8800
28 Oct 2009	₹14.1400
27 Oct 2009	₹14.2100
26 Oct 2009	₹14.6000
23 Oct 2009	₹14.6800
22 Oct 2009	₹14.7100
21 Oct 2009	₹14.9400
20 Oct 2009	₹15.1400
16 Oct 2009	₹15.2200

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

BARODA PIONEER GLOBAL FUND-Dividend is a Growth from Baroda Pioneer (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

BARODA PIONEER GLOBAL FUND-Dividend has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

BARODA PIONEER GLOBAL FUND-Dividend is managed by Baroda Pioneer. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, BARODA PIONEER GLOBAL FUND-Dividend has delivered a absolute return of 81.08% — +73.97 pp ahead of the Growth category average of 7.10%. The fund ranks #7 of 307 in its category — the top (Q1) quartile.

Over the trailing 3-year window, BARODA PIONEER GLOBAL FUND-Dividend has delivered a CAGR of 9.98% — +9.22 pp ahead of the Growth category average of 0.76%. The fund ranks #92 of 264 in its category — the second (Q2) quartile.

BARODA PIONEER GLOBAL FUND-Dividend doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in BARODA PIONEER GLOBAL FUND-Dividend exactly 3 years ago would be worth approximately ₹133,011 today — a multiplier of 1.33×, based on the 3-year CAGR of 9.98%. The category average over the same window would have grown ₹1 lakh to ₹102,292.

A ₹10,000 monthly SIP in BARODA PIONEER GLOBAL FUND-Dividend over the last 3 years — total invested ₹360,000 — would be worth ₹442,097 today. That's an XIRR (money-weighted annualised return) of 13.77%.

BARODA PIONEER GLOBAL FUND-Dividend doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹442,097 — XIRR 13.77%.

On a 3-year basis, BARODA PIONEER GLOBAL FUND-Dividend ranks #92 out of 264 funds in the Growth category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 0.76%; this fund delivered 9.98%.

The worst peak-to-trough decline BARODA PIONEER GLOBAL FUND-Dividend has experienced over the last 3-year window is 59.31% — its NAV fell from a high on 07 Jan 2008 to a low on 20 Nov 2008. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, BARODA PIONEER GLOBAL FUND-Dividend averaged 8.90% (best 14.21%, worst -4.92%). 75% of rolling windows ended positive. The 3-year Sharpe ratio is 0.27 — weak risk-adjusted performance.

In calendar year 2008, BARODA PIONEER GLOBAL FUND-Dividend returned -52.55% — beating the Growth category average of -52.86% by 0.31 pp. It ranked #65 of 198 in its category that year.

BARODA PIONEER GLOBAL FUND-Dividend doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. BARODA PIONEER GLOBAL FUND-Dividend is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.