Baroda Short Term Bond Direct Dividend Quarterly+0.05%

5Groww
9.77%
1 Year Return
Debt
Short Duration
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Short Term Bond Direct Dividend Quarterly

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.59%
NAV10.6 (23 Aug 2019)
Fund Started17 Apr 2017
Fund Size335 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Short Term Bond Direct Dividend Quarterly
9.8%
8.8%
9.2%
9.2%
Category Average
9.0%
NA
NA
-
Rank within category
13
2
4
-
*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
    30
    with 9.8% 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.FinancialDebenture7.5%
    Indusind Bank Ltd.FinancialBonds7.2%
    Reliance Industries Ltd.EnergyNCD6.8%
    National Bank For Agriculture & Rural DevelopmentFinancialNCD6.3%
    NHPC Ltd.EnergyDebenture6.3%
    Larsen & Toubro Ltd.ConstructionNCD6.1%
    Indusind Bank Ltd.FinancialCD5.8%
    PNB Housing Finance Ltd.FinancialBonds/NCD5.7%
    National Bank For Agriculture & Rural DevelopmentFinancialNCD5.0%
    Muthoot Finance Ltd.FinancialBonds/NCD4.4%
    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 Dividend Quarterly is a Debt Mutual Fund Scheme launched by . This scheme was introduced to investors on 17 Apr 2017. Alok Kumar Sahoo, Hetal Shah is the Current Fund Manager of Baroda Short Term Bond Direct Dividend Quarterly.The fund currently has an Asset Under Management(AUM) of ₹335 Cr and the Latest NAV as of 23 Aug 2019 is ₹10.6.

    The Baroda Short Term Bond Direct Dividend Quarterly 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

    Compare Funds

    Baroda Short Term Bond Direct Dividend Quarterly
    VS
    search

    About

    Address
    NA
    Phone
    NA
    Launch Date
    NA
    E-mail
    NA
    Website
    NA
    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
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
    MOST POPULAR ON GROWW
    MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |