Baroda Credit Risk Fund Plan B Direct Growth0.00%

4Groww
4.47%
1 Year Return
Debt
Credit Risk
4.0 star
6M
1Y
3Y
All

Fund Details

Baroda Credit Risk Fund Plan B Direct Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio0.78%
NAV15.05 (08 Nov 2019)
Fund Started23 Jan 2015
Fund Size699 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Credit Risk Fund Plan B Direct Growth
4.5%
6.9%
NA
8.9%
Category Average
0.6%
4.1%
7.2%
-
Rank within category
10
7
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with 4.5% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Utkarsh Small Finance Bank Ltd.FinancialCD8.2%
    Edelweiss Rural & Corporate Services Ltd.FinancialBonds7.5%
    Motilal Oswal Home Finance Ltd.FinancialBonds6.8%
    Indusind Bank Ltd.FinancialBonds6.5%
    ICICI Bank Ltd.FinancialBonds3.5%
    ICICI Bank Ltd.FinancialCD3.4%
    HDFC Bank Ltd.FinancialDebenture2.9%
    Yes Bank Ltd.FinancialBonds/NCD2.9%
    Edelweiss Housing Finance Ltd.FinancialDebenture2.7%
    Muthoot Finance Ltd.FinancialBonds/Deb2.6%
    See All

    Fund Managers

    addAlok Sahoo
    Education
    Mr. Sahoo is a B.E and PGDM from XIM Bhubaneshwar.
    Experience
    Prior to joining Baroda AMC he has worked with UTI Mutual Fund and HSBC Mutual Fund.
    Funds Managed

    Other Details

    Baroda Credit Risk Fund Plan B Direct Growth is a Debt Mutual Fund Scheme launched by . This scheme was introduced to investors on 23 Jan 2015. Alok Kumar Sahoo, Karn Kumar is the Current Fund Manager of Baroda Credit Risk Fund Plan B Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹699 Cr and the Latest NAV as of 08 Nov 2019 is ₹15.05.

    The Baroda Credit Risk Fund Plan B Direct Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

    Investment Objective

    The primary objective of the Scheme is to generate returns by investing in debt and money market instruments across the credit spectrum. There is no assurance or guarantee that the investment objective of the Scheme will be realized.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 10% of the investment,1% will be charged for redemption within 1 year
    Exit Load

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    About

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    E-mail
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    Website
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    Baroda Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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