Baroda Credit Risk Fund Plan A Growth+0.21%

3
-2.59%
1 Year Return
Debt
Credit Risk
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Credit Risk Fund Plan A Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio1.82%
NAV13.79 (10 Jul 2020)
Fund Started23 Jan 2015
Fund Size304 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Credit Risk Fund Plan A Growth
-2.6%
2.3%
5.6%
6.1%
Category Average
-3.5%
0.5%
3.7%
-
Rank within category
15
9
7
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -2.6% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. Higher expense ratio
    5. 1Y Returns are lower than the benchmark
    6. 3Y Returns are lower than the benchmark
    7. 5Y Returns are lower than the benchmark

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    Piramal Enterprises Ltd.HealthcareNCD7.8%
    Tata Power Co. Ltd.EnergyNCD5.4%
    Indiabulls Housing Finance Ltd.FinancialBonds5.3%
    Indian Railway Finance Corpn. Ltd.FinancialBonds3.8%
    Powergrid Vizag Transmission Ltd.EngineeringBonds3.1%
    Edelweiss Housing Finance Ltd.FinancialDebenture3.0%
    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

    Baroda Credit Risk Fund Plan A Growth Details

    Baroda Credit Risk Fund Plan A 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 A Growth fund.The fund currently has an Asset Under Management(AUM) of ₹304 Cr and the Latest NAV as of 10 Jul 2020 is ₹13.79.

    The Baroda Credit Risk Fund Plan A 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 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

    Address
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    Phone
    NA
    Launch Date
    NA
    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
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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