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Baroda Pioneer Mutual Fund

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  • March 21, 2018: Trigger facility extended to all equity schemes (except for Baroda Pioneer ELSS '96) with effect from March 21, 2018.
    • The facility allows the investment to automatically get switched out of the specified scheme, upon happening of an event selected by the unit holder.
    • Trigger Options include
      • a) 1. Investment value: When the invested amount appreciates to a certain defined value or appreciates by the chosen percentage indicated in the form - Entire invested amount along with capital appreciation will be switched out.
      • 2. Capital Appreciation: When the invested amount appreciates to a certain defined value or appreciates by the chosen percentage indicated in the form - only the capital appreciation portion will be switched out.
      • 3. NAV Appreciation: when the NAV of the Scheme / Plan reaches the investor indicated number or appreciates by the chosen percentage indicated in the form - entire amount will be switched out.
      • 4. Index: When the index level crosses the investor indicated number of the Index value rises by the chosen percentage indicated in the form - entire amount will be

switched out.

      • 5. On Date: Trigger will be activated on a future date as specified by the unit holder in the form. In case such future chosen date does not happen to be a business day, the trigger will be activated on the next business day.
      • b) When the trigger is activated switch as applicable will be triggered on the next business day into the switch-in schemes viz. Baroda pioneer liquid fund (an open-ended liquid scheme) / Baroda Pioneer Treasury Advantage Fund (an open-ended debt scheme), as may be specified by the unit holder.
      • c) Trigger facility shall be subject to applicable exit load, in any, in the switch out schemes.

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