Baroda Credit Risk Fund Plan B Direct Dividend Monthly+0.03%

4Groww
4.40%
1 Year Return
Debt
Credit Risk
4.0 star
6M
1Y
3Y
All

Fund Details

Baroda Credit Risk Fund Plan B Direct Dividend Monthly

RiskModerate
Min SIP Amount₹500
Expense Ratio0.81%
NAV10.82 (13 Sep 2019)
Fund Started23 Jan 2015
Fund Size742 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Credit Risk Fund Plan B Direct Dividend Monthly
4.4%
7.3%
NA
9.0%
Category Average
0.7%
4.6%
7.7%
-
Rank within category
10
6
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
    30
    with 4.4% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. 3Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Indusind Bank Ltd.FinancialCD1.3%
    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 Dividend Monthly 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 Dividend Monthly.The fund currently has an Asset Under Management(AUM) of ₹742 Cr and the Latest NAV as of 13 Sep 2019 is ₹10.82.

    The Baroda Credit Risk Fund Plan B Direct Dividend Monthly 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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    Launch Date
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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,
    Invest Now
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    + ₹1,000
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    + ₹10,000
    ONE TIME
    MONTHLY SIP
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