Baroda Pioneer Treasury Advantage Fund - Direct - Bonus+0.04%

2Groww
-12.20%
1 Year Return
Debt
Ultra Short Duration
2.0 star
1Y
3Y
5Y

Fund Details

Baroda Pioneer Treasury Advantage Fund - Direct - Bonus

RiskModerately Low
Min SIP Amount₹1000
Expense Ratio0.59%
NAVNA
Fund Started20 Mar 2015
Fund Size488 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Pioneer Treasury Advantage Fund - Direct - Bonus
-12.2%
0.9%
4.3%
5.5%
Category Average
2.8%
5.6%
6.6%
-
Rank within category
26
25
22
-
*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 -12.2% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the caregory
    2. Risk-adjusted returns are higher compared to the caregory
    3. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Indiabulls Housing Finance Ltd.FinancialDebenture19.5%
    Dewan Housing Finance Corpn. Ltd.FinancialDebenture14.8%
    ARM Infra & Utilities Pvt Ltd.ConstructionDebenture10.4%
    FinancialBonds/NCD9.3%
    Edelweiss Commodities Services Ltd.FinancialDebenture9.0%
    Aspire Home Finance Corporation Ltd.FinancialDebenture6.8%
    FinancialBonds5.0%
    Dewan Housing Finance Corpn. Ltd.FinancialDebenture3.9%
    FinancialBonds/NCD3.0%
    Dewan Housing Finance Corpn. Ltd.FinancialNCD3.0%
    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

    Compare Funds

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    About

    Address
    NA
    Phone
    NA
    Launch Date
    NA
    E-mail
    NA
    Website
    NA
    Baroda Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    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
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    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.
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