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Baroda Short Term Bond Fund - Plan A - Growth Option

Category: Debt: Short Duration
Launch Date: 30-06-2010
Asset Class: Fixed Interest
Benchmark: S&P BSE India Bond Index
Expense Ratio: 1.3% As on (30-09-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 314.79 Cr As on (31-10-2019)
Turn over: 0.0
NAV as on Mon Nov 18 00:00:00 IST 2019

21.0074

0.02 (0.0762%)

CAGR Since Inception

8.22%

S&P BSE India Bond Index 9.53%

PERFORMANCE of Baroda Short Term Bond Fund - Plan A - Growth Option

Scheme Performance (%) Data as on - 18-11-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Baroda Short Term Bond Fund - Plan A - Growth Option 9.78 7.81 8.41 - 8.22
S&P BSE India Bond Index 15.93 8.1 9.81 8.84 9.53
Debt: Short Duration 5.64 5.44 6.92 7.48 7.25

Yearly Performance (%)

Fund Managers

Mr. Alok Sahoo, Ms. Hetal P Shah

Mr. Sahoo is a B.E and PGDM from XIM Bhubaneshwar. Prior to joining Baroda AMC he has worked with UTI Mutual Fund and HSBC Mutual Fund.

Investment Objective

The investment objective of the Scheme is to generate income from a portfolio constituted of short term debt and money market securities.

RETURNS CALCULATOR for Baroda Short Term Bond Fund - Plan A - 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

riskometer

Key Performance and Risk Statistics of Baroda Short Term Bond Fund - Plan A - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Baroda Short Term Bond Fund - Plan A - Growth Option 0.65 8.8 6.46 0.33 7.82 3.11
Debt: Short Duration - - - - - -

PEER COMPARISION of Baroda Short Term Bond Fund - Plan A - Growth Option

Period
Data as on - 18-11-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Baroda Short Term Bond Fund - Plan A - Growth Option 30-06-2010 9.78 7.87 7.81 8.41 0.0
IDFC Bond Fund - Short Term Plan - Regular Plan-Growth 14-12-2000 10.91 7.91 7.33 7.91 7.87
Kotak Bond Short Term Plan-(Growth) 02-05-2002 10.64 7.71 6.96 7.9 7.84
Axis Short Term Fund - Growth Option 22-01-2010 10.63 7.8 7.25 8.06 0.0
Axis Short Term Fund - Retail Plan - Growth Option 02-03-2010 10.63 7.8 7.25 8.06 0.0
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth 27-07-2007 10.56 7.57 7.08 8.0 8.04
SBI Short Term Debt Fund - Regular Plan -Growth 10-07-2007 10.56 7.56 7.08 8.0 8.11
L&T Short Term Bond Fund - Regular Plan - Growth 27-12-2011 10.52 7.76 7.14 7.82 0.0
Nippon India Short Term Fund-Growth Plan 18-12-2002 10.47 7.13 6.71 7.85 7.98
HDFC Short Term Debt Fund - Growth Option 25-06-2010 10.4 8.08 7.65 8.28 0.0

PORTFOLIO ANALYSIS of Baroda Short Term Bond Fund - Plan A - Growth Option

Asset Allocation (%)