Baroda Short Term Bond Fund Growth+0.14%

3
8.43%
1 Year Return
Debt
Short Duration
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Short Term Bond Fund Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio1.35%
NAV22.12 (10 Jul 2020)
Fund Started30 Jun 2010
Fund Size200 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Short Term Bond Fund Growth
8.4%
7.8%
8.3%
8.2%
Category Average
7.6%
5.5%
6.6%
-
Rank within category
20
8
6
-
*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 8.4% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    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
    Hindustan Petroleum Corpn. Ltd.EnergyDebenture11.5%
    NHPC Ltd.EnergyDebenture11.0%
    Indusind Bank Ltd.FinancialBonds9.5%
    Muthoot Finance Ltd.FinancialBonds/NCD8.3%
    National Bank For Agriculture & Rural DevelopmentFinancialNCD8.1%
    Tata Steel Ltd.MetalsDebenture8.0%
    Edelweiss Rural & Corporate Services Ltd.FinancialBonds7.8%
    Indian Railway Finance Corpn. Ltd.FinancialNCD5.9%
    Vedanta Ltd.MetalsDebenture4.8%
    Larsen & Toubro Ltd.ConstructionNCD4.0%
    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

    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 ₹200 Cr and the Latest NAV as of 10 Jul 2020 is ₹22.12.

    The Baroda Short Term Bond Fund Growth is rated Moderately Low 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 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

    Address
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    Phone
    NA
    Launch Date
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    E-mail
    NA
    Website
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    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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