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Baroda Short Term Bond Fund Growth-0.04%

5.43%
1 Year Return
Debt
Short Duration
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Short Term Bond Fund Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio1.04%
NAV₹23.13 (22 Jun 2021)
Fund Started30 Jun 2010
Fund Size351 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
5.4%
7.4%
7.6%
8.4%
Category Average
7.0%
6.2%
6.5%
-
Rank Within Category
12
16
6
-
*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 5.4% returns per annum

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
3. 10Y 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. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
GOISovereignCGL8.7%
REC Ltd.FinancialDebenture7.2%
Small Industries Devp. Bank of India Ltd.FinancialDebenture5.7%
Hindustan Petroleum Corpn. Ltd.EnergyDebenture5.0%
NHPC Ltd.EnergyDebenture4.7%
Tata Steel Ltd.MetalsDebenture4.6%
Indian Railway Finance Corpn. Ltd.FinancialDebenture4.3%
HDB Financial Services Ltd.FinancialZCB4.3%
GOISovereignGOI Sec4.2%
National Bank For Agriculture & Rural DevelopmentFinancialNCD4.1%
See All

Fund Managers

Alok Sahoo
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Hetal P Shah
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Baroda Short Term Bond Fund Growth Details

Baroda Short Term Bond Fund Growth is a Debt Mutual Fund Scheme launched by . This scheme was made available to investors on 30 Jun 2010. Alok Kumar Sahoo, Hetal Shah is the Current Fund Manager of Baroda Short Term Bond Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹351 Cr and the Latest NAV as of 22 Jun 2021 is ₹23.13.

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

Investment Objective

The investment objective of the Scheme is to generate income from a portfolio constituted of short term debt and money market securities.

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

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
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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