Baroda Short Term Bond Direct Fund Growth+0.09%

5Groww
9.75%
1 Year Return
Debt
Short Duration
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Short Term Bond Direct Fund Growth

RiskVery Low
Min SIP Amount₹500
Expense Ratio0.59%
NAV21.23 (08 Jul 2019)
Fund Started08 Jan 2013
Fund Size298 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Short Term Bond Direct Fund Growth
9.8%
8.8%
9.2%
9.2%
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
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 9.8% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 5 years
    2. Risk-adjusted returns are higher compared to the category
    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 1000 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio

    Top Holdings

    NameSectorInstrument% Assets
    IIFL Wealth Finance Ltd.Financial ServicesZCB13.7%
    10.2 Manappuram Finance Ltd. Mar 22 2019 Financial ServicesDebentures11.4%
    6.78 Reliance Industries Ltd. Sep 16 2020 EnergyDebentures11.1%
    ARM Infra & Utilities Pvt Ltd.ServicesZCB7.7%
    Cyquator Media Services Pvt. Ltd.TelecomFRB7.4%
    8.7 Edelweiss Commodities Services Ltd Jun 29 2020 ServicesDebentures7.2%
    7.44 PNB Housing Finance Ltd. Oct 31 2019 Financial ServicesBond6.8%
    10.75 Edelweiss Asset Reconstruction Co Ltd. Jun 14 2019 Financial ServicesDebentures4.9%
    Indiabulls Housing Finance Ltd.Financial ServicesFRB4.9%
    Utkarsh Small Finance Bank Ltd.Financial ServicesCD4.7%
    See All

    Fund Managers

    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 Fund Growth is a Debt Mutual Fund Scheme launched by . This scheme was introduced to investors on 08 Jan 2013. Alok Kumar Sahoo, Hetal Shah is the Current Fund Manager of Baroda Short Term Bond Direct Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹298 Cr and the Latest NAV as of 08 Jul 2019 is ₹21.23.

    The Baroda Short Term Bond Direct Fund Growth is rated Very 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

    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
    Karvy
    Address
    NA
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