Fund Details
Baroda Credit Risk Fund Plan B Direct Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.24% |
| NAV | ₹16.84 (23 Jul 2021) |
|---|---|
| Fund Started | 23 Jan 2015 |
| Fund Size | ₹200 Cr |
Returns
Comparison
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 9.8% |
| Tata Power Company Ltd. | Energy | NCD | 8.9% |
| Vedanta Ltd. | Metals | Debenture | 7.5% |
| Motilal Oswal Home Finance Ltd. | Financial | Bonds | 6.2% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 6.1% |
| Tata Steel Ltd. | Metals | Debenture | 5.4% |
| Indusind Bank Ltd. | Financial | Additional Tier 1 Bo | 4.8% |
| Piramal Capital & Housing Finance Ltd. | Financial | Debenture | 2.5% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.5% |
| Edelweiss Housing Finance Ltd. | Financial | Debenture | 2.3% |
Fund Managers
Baroda Credit Risk Fund Plan B Direct Growth Details
Baroda Credit Risk Fund Plan B Direct Growth is a Debt Mutual Fund Scheme launched by . This scheme was made available 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 fund.The fund currently has an Asset Under Management(AUM) of ₹200 Cr and the Latest NAV as of 23 Jul 2021 is ₹16.84.
The Baroda Credit Risk Fund Plan B Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 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 Scheme seeks to generate returns by investing in debt and money market instruments across the credit spectrum.
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.
