Baroda Credit Risk Fund Plan B Direct Growth+0.01%

4Groww
4.47%
1 Year Return
Debt
Credit Risk
4.0 star
6M
1Y
3Y
All

Fund Details

Baroda Credit Risk Fund Plan B Direct Growth

RiskLow
Min SIP Amount₹500
Expense Ratio0.81%
NAV14.86 (08 Jul 2019)
Fund Started22 Jan 2015
Fund Size795 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Credit Risk Fund Plan B Direct Growth
4.5%
7.6%
NA
9.1%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with 4.5% 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
    Cons
    1. Asset under management(AUM) is less than 1000 Crs. Watch expense ratio when AUM is very low
    2. Age is less than 5 years
    3. Risk is higher compared to the benchmark
    4. Higher expense ratio

    Top Holdings

    NameSectorInstrument% Assets
    8.15 Piramal Enterprises Ltd Jun 14 2019 PharmaDebentures10.6%
    ARM Infra & Utilities Pvt Ltd.ServicesZCB10.0%
    Apollo Hospitals Enterprise Ltd.Healthcare ServicesFRB9.9%
    8.7 Edelweiss Commodities Services Ltd Jun 29 2020 ServicesDebentures5.8%
    12.25 Tanglin Developments Ltd. Aug 31 2020 ServicesDebentures5.3%
    11 Aspire Home Finance Corporation Ltd. Aug 7 2026 Financial ServicesDebentures5.3%
    9.5 IndusInd Bank Ltd. Financial ServicesDebentures4.9%
    IIFL Wealth Finance Ltd.Financial ServicesZCB4.7%
    9.25 Dewan Housing Finance Corporation Ltd. Sep 9 2023 Financial ServicesDebentures2.9%
    9.7 Edelweiss Commodities Services Ltd Jun 28 2019 ServicesDebentures2.9%
    See All

    Fund Managers

    addKarn Kumar
    Education
    Mr. Kumar is CA and B.com(Hons)
    Experience
    Prior to joining Baroda Pioneer Mutual Fund, he has worked with CRISIL Ltd, ICICI bank and Sterlite Industries ltd.
    Funds Managed

    Other Details

    Baroda Credit Risk Fund Plan B Direct Growth is a Debt Mutual Fund Scheme launched by . This scheme was introduced to investors on 22 Jan 2015. Alok Kumar Sahoo, Karn Kumar is the Current Fund Manager of Baroda Credit Risk Fund Plan B Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹795 Cr and the Latest NAV as of 08 Jul 2019 is ₹14.86.

    The Baroda Credit Risk Fund Plan B Direct Growth is rated Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

    Investment Objective

    The primary objective of the Scheme is to generate returns by investing in debt and money market instruments across the credit spectrum. There is no assurance or guarantee that the investment objective of the Scheme will be realized.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 10% of the investment,1% will be charged for redemption within 1 year
    Exit Load

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    About

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    Launch Date
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    E-mail
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    Website
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    Baroda Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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