Baroda Short Term Bond Direct Fund Growth+0.03%

5Groww
10.43%
1 Year Return
Debt
Short Duration
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Short Term Bond Direct Fund Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.62%
NAV21.95 (20 Nov 2019)
Fund Started09 Jan 2013
Fund Size315 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Short Term Bond Direct Fund Growth
10.4%
8.6%
9.2%
9.2%
Category Average
9.6%
NA
NA
-
Rank within category
15
2
3
-
*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 10.4% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Bajaj Finance Ltd.FinancialDebenture8.1%
    Indusind Bank Ltd.FinancialBonds7.7%
    Reliance Industries Ltd.EnergyNCD7.3%
    National Bank For Agriculture & Rural DevelopmentFinancialNCD6.9%
    NHPC Ltd.EnergyDebenture6.7%
    Larsen & Toubro Ltd.ConstructionNCD6.5%
    Hindustan Petroleum Corpn. Ltd.EnergyDebenture6.4%
    Indusind Bank Ltd.FinancialCD6.2%
    National Bank For Agriculture & Rural DevelopmentFinancialNCD5.3%
    Small Industries Devp. Bank of India Ltd.FinancialCD5.2%
    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
    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

    Other Details

    Baroda Short Term Bond Direct Fund Growth is a Debt Mutual Fund Scheme launched by . This scheme was introduced to investors on 09 Jan 2013. Alok Kumar Sahoo, Hetal Shah is the Current Fund Manager of Baroda Short Term Bond Direct Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹315 Cr and the Latest NAV as of 20 Nov 2019 is ₹21.95.

    The Baroda Short Term Bond Direct Fund Growth is rated Moderately Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 0.25% if redeemed within 15 days.

    Investment Objective

    The objective of the Scheme is to generate income from a portfolio constituted of short term debt and money market securities. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.

    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
    Exit load of 0.25% if redeemed within 15 days
    Exit Load

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    About

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    Phone
    NA
    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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