Baroda Pioneer Short Term Bond Fund - Plan A (Debt, Short Term)

18.12
8.30%
4
Income Generation
Short Term Horizon
Moderately Low
1.28%
7 yrs 6 months30 Jun 2010
₹ 701.62 Cr11 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Investment Objective

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

Scheme Documents

TenureReturns (CAGR)
YTD
7.62
1 Month
0.43
3 Month
1.35
1 YR
7.95
2 YR
8.76
3 YR
8.70
TenureReturns (CAGR)
1 YR
7.11
2 YR
8.22
3 YR
8.45
5 YR
8.71

Portfolio

Company Name% Assets
Export-Import Bank Of India 313-D 14/03/20187.95
IIFL Wealth Finance Ltd. 25/07/20195.81
Piramal Enterprises Ltd. 14/06/2019 8.15%5.67
PNB Housing Finance Ltd. 31/10/2019 7.44%5.65
ARM Infra & Utilities Pvt Ltd.5.65
Edelweiss Commodities Services Ltd. 28/06/2019 9.70%5.26
Indiabulls Housing Finance Ltd. 22/08/2019 8.65%4.93
Power Finance Corpn. Ltd. 26/06/2020 7.42%4.86
Manappuram Finance Ltd. 22/03/2019 10.20%4.61
Dewan Housing Finance Corpn. Ltd. 09/09/2021 9.15%4.13

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation0.69%
Beta0.45%
Sharpe Ratio5.83

Alok Sahoo,Hetal P Shah

Mr. Sahoo is a B.E and PGDM from XIM Bhubaneshwar.Ms. Hetal P. Shah is a B.Com, MBA, and JAIIB.
Prior to joining Baroda AMC he has worked with UTI Mutual Fund and HSBC Mutual Fund.Prior to joining Baroda AMC she has worked with Bank of India from may 1999.

Other Funds Managed by Alok Sahoo,Hetal P Shah

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