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Baroda Credit Risk Fund -Plan B-Growth Option

(Erstwhile Baroda Pioneer Credit Opportunities Fund -Plan B-Growth Option)

Category: Debt: Credit Risk
Launch Date: 08-01-2015
Asset Class: Fixed Interest
Benchmark: S&P BSE India Bond Index
Expense Ratio: 1.1% As on (31-12-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 201.77 Cr As on (31-01-2021)
Turn over: 0.0
NAV as on Wed Feb 24 00:00:00 IST 2021

15.8164

0 (0.012%)

CAGR Since Inception

7.76%

S&P BSE India Bond Index 9.42%

PERFORMANCE of Baroda Credit Risk Fund -Plan B-Growth Option

Scheme Performance (%) Data as on - 24-02-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Baroda Credit Risk Fund -Plan B-Growth Option 2.64 4.64 7.15 - 7.76
S&P BSE India Bond Index 8.03 10.05 9.35 9.08 9.42
Debt: Credit Risk 0.19 1.65 4.14 7.76 5.55

Yearly Performance (%)

Fund Managers

Karn Kumar

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.

RETURNS CALCULATOR for Baroda Credit Risk Fund -Plan B-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Baroda Credit Risk Fund -Plan B-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Baroda Credit Risk Fund -Plan B-Growth Option 1.38 5.0 8.23 1.56
Debt: Credit Risk - - - - - -

PEER COMPARISION of Baroda Credit Risk Fund -Plan B-Growth Option

Period
Data as on - 24-02-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Baroda Credit Risk Fund -Plan B-Growth Option 08-01-2015 2.64 3.52 4.64 7.15 0.0
HDFC Credit Risk Debt Fund - Growth Option 05-03-2014 8.83 9.64 8.34 8.44 0.0
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth 05-04-2015 8.25 6.06 6.0 7.27 0.0
ICICI Prudential Credit Risk Fund - Growth 05-12-2010 7.88 9.35 8.5 8.56 8.76
SBI CREDIT RISK FUND - REGULAR PLAN - GROWTH 01-07-2004 7.37 7.45 7.23 7.75 8.8
Axis Credit Risk Fund - Regular Plan - Growth 15-07-2014 6.72 6.03 6.18 6.95 0.0
Invesco India Credit Risk Fund - Regular Plan - Growth 04-09-2014 5.86 4.43 1.93 4.68 0.0
IDFC Credit Risk Fund-Regular Plan-Growth 27-02-2017 5.05 7.58 6.96 0.0 0.0
Franklin India Credit Risk Fund - Growth 07-12-2011 4.35 2.32 4.33 6.31 0.0
Kotak Credit Risk Fund - Growth 01-05-2010 4.32 7.27 7.0 7.58 8.4

PORTFOLIO ANALYSIS of Baroda Credit Risk Fund -Plan B-Growth Option

Asset Allocation (%)