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Baroda Credit Risk Fund Plan A IDCW Monthly+0.07%

10.62%
1 Year Return
Debt
Credit Risk
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Credit Risk Fund Plan A IDCW Monthly

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.83%
NAV₹10.77 (12 Apr 2021)
Fund Started23 Jan 2015
Fund Size180 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
10.6%
4.9%
6.6%
6.6%
Category Average
4.4%
1.2%
3.6%
-
Rank Within Category
4
8
7
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 10.6% returns per annum

Comparison

Data not available
Pros
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
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 1.83%

Top Holdings

NameSectorInstrument% Assets
Motilal Oswal Home Finance Ltd.FinancialBonds12.7%
Vedanta Ltd.MetalsDebenture10.3%
Indusind Bank Ltd.FinancialBonds10.1%
Indiabulls Housing Finance Ltd.FinancialBonds9.9%
Tata Power Co. Ltd.EnergyNCD9.1%
Indian Railway Finance Corpn. Ltd.FinancialBonds6.3%
Edelweiss Housing Finance Ltd.FinancialDebenture5.6%
Reserve Bank of IndiaFinancialT-Bills5.1%
Reliance Industries Ltd.EnergyCP5.1%
Bharti Airtel Ltd.CommunicationNCD2.6%
See All

Fund Managers

Alok Sahoo
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Baroda Credit Risk Fund Plan A IDCW Monthly Details

Baroda Credit Risk Fund Plan A IDCW Monthly 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 IDCW Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹180 Cr and the Latest NAV as of 12 Apr 2021 is ₹10.77.

The Baroda Credit Risk Fund Plan A IDCW Monthly is rated Moderately High 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.

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
NA
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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