Baroda Income Direct Growth+0.03%

4.64%
1 Year Return
Debt
Medium to Long Duration
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Income Direct Growth

RiskModerate
Min SIP AmountNot Supported
Expense Ratio1.88%
NAV28.35 (11 Jan 2019)
Fund Started02 Jan 2013
Fund Size17 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Income Direct Growth
4.6%
6.6%
8.3%
7.8%
Category Average
9.8%
6.8%
7.3%
-
Rank within category
12
13
12
-
*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 4.6% annual returns

    Comparison

    Data not available
    Pros
    1. 3Y Returns are higher than the category average returns
    2. 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. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio - 1.8820476%
    4. 1Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec15.1%
    GOISovereignGOI Sec13.8%
    Indusind Bank Ltd.FinancialBonds11.2%
    Edelweiss Commodities Services Ltd.FinancialBonds11.1%
    GOISovereignGOI Sec10.5%
    Dewan Housing Finance Corpn. Ltd.FinancialDebenture10.2%
    Indian Railway Finance Corpn. Ltd.FinancialBonds9.8%
    Maharashtra StateOthersSDL4.5%
    Gujarat StateOthersSDL4.0%
    GOISovereignGOI Sec2.8%
    See All

    Fund Managers

    addHetal P Shah
    Education
    Ms. Hetal P. Shah is a B.Com, MBA, and JAIIB.
    Experience
    Prior to joining Baroda AMC she has worked with Bank of India from may 1999.
    Funds Managed

    Baroda Income Direct Growth Details

    Baroda Income Direct Growth is a Debt Mutual Fund Scheme launched by . This scheme was made available to investors on 02 Jan 2013. Hetal Shah is the Current Fund Manager of Baroda Income Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹17 Cr and the Latest NAV as of 11 Jan 2019 is ₹28.35.

    The Baroda Income Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 500. For units in excess of 10% of the investment,1% will be charged for redemption within 1 year

    Investment Objective

    The scheme aims to generate regular income by investing in a portfolio of good quality fixed income securities while maintaining a balance between risk and return. The funds will be mainly invested in debt instruments, Money Market Instruments and Securitised debt.

    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)

    Not Supported
    Min for First Investment
    Not Supported
    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
    NA
    Website
    NA
    Baroda Mutual Fund
    Asset Management Company
    Custodian
    NA
    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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