Home>Mutual Funds>Baroda Mutual Fund>Baroda Short Term Bond Direct Fund Growth

Baroda Short Term Bond Direct Fund Growth

Debt
Short Duration
Low to Moderate Risk
7.97%
3Y annualised
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Oct 2021₹24.82
Min. SIP amount₹500
Rating3star
Fund size₹264.97 Cr

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.0%8.0%7.9%8.6%
Category average4.3%6.4%6.4%NA
Rank with in category11176NA
Understand termsinfo

Holdings (25)

NameSectorInstrumentAssets
FinancialDebenture8.0%
FinancialNCD6.5%
Power Finance Corporation Ltd.
FinancialBonds/NCD6.5%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture6.3%
EnergyDebenture5.5%
EnergyDebenture5.2%
MetalsDebenture5.1%
ConstructionNCD4.8%
FinancialDebenture4.8%
Indian Railway Finance Corporation Ltd.
FinancialDebenture4.8%
See All

Pros and cons

info
Category: Debt Short Duration
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Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Higher alpha: 4.39 The fund has generated returns higher than benchmark - CRISIL Short-Term Bond Index - in the last 3Y
Lower expense ratio: 0.38%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons

Lower AUM: 264Cr. Funds with lower AUM tend to have higher expense ratio

Expense ratio, exit load and tax

Expense ratio: 0.38%

Inclusive of GST

Exit load

Exit load of 0.25% if redeemed within 15 days

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 2013 - Present
View details
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Hetal P Shah
Jan 2013 - Present
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Pratish Krishnan
Aug 2021 - Present
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Fund house & investment objective

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Fund house contact details

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