Home>Mutual Funds>Baroda Mutual Fund>Baroda Credit Risk Fund Plan B Direct IDCW Quarterly

Baroda Credit Risk Fund Plan B Direct IDCW Quarterly

Debt
Credit Risk
Moderate Risk
14.14%
1Y return
-0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Sep 2021₹11.86
Min. SIP amount₹500
Rating3star
Fund size₹197.40 Cr

Returns and rankings

Category: Debt Credit Risk
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns14.1%6.5%7.3%8.5%
Category average7.9%1.7%3.6%NA
Rank with in category387NA
Understand termsinfo

Holdings (16)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec10.1%
EnergyNCD9.0%
MetalsBonds/NCD8.0%
Motilal Oswal Home Finance Ltd.
FinancialBonds6.3%
Indian Railway Finance Corporation Ltd.
FinancialBonds6.2%
MetalsDebenture5.5%
FinancialAdditional Tier 1 Bo5.0%
MetalsDebenture4.2%
Edelweiss Housing Finance Ltd.
FinancialDebenture3.3%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture2.6%
See All

Pros and cons

info
Category: Debt Credit Risk
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Pros

1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
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Cons

Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

Expense ratio, exit load and tax

Expense ratio: 1.14%

Inclusive of GST

Exit load

Exit load of 3% if redeemed within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Alok Sahoo
Jan 2015 - Present
View details
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Pratish Krishnan
Aug 2021 - Present
View details
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Fund house & investment objective

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Fund house contact details

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